Choose Country: India | USA


Electric Vehicles: where does the world stand?


Electric Vehicles: where does the world stand?

Letter # 74

All of us have read that EV is THE NEXT BIG THING. Today, I write in ET, on where the world stands on the whole EV debate, in layman language.

We look at questions like: How large is the industry already globally? Where will it likely be over the next decade? How is the battery tech debate shaping up? We then move to India, and how different companies are managing to innovate despite the seemingly large constraints.

Lastly, we boil it down to ‘how to play it!’. Any technological disruption leaves a lot of unsuccessful players in its wake. The EV game will amplify this notion manifold, given that a disruption at this large a scale (global automotive revenues: USD3.5t) or with this crucial a product (vehicles instead of cameras or mobile phones) has not been attempted in living memory.

Read here: EVs are a reality. But no one knows how it will play out, and when – The Economic Times (

Information in this letter is not intended to be, nor should it be construed as investment, tax or legal advice, or an offer to sell, or a solicitation of any offer to make investments with Buoyant Capital. Prospective investors should rely solely on the Disclosure Document filed with SEBI. Any description involving investment examples, statistical analysis or investment strategies are provided for illustration purposes only – and will not apply in all situations and may be changed at the discretion of the principal officer. Certain information has been provided and/or based on third-party sources and although believed to be reliable, has not been independently verified; the investment managers make no express warranty as to its completeness or accuracy, nor can it accept responsibility for errors appearing herein.