EPISODE · Apr 27, 2026 · 18 MIN
Evolution, Not Disruption: Chinese EVs Through an ABS Lens
from Securitisation Insights · host Mudasar Chaudhry - Morningstar DBRS, Guglielmo Panizza - Morningstar DBRS, Xiaoxi Sun - Morningstar DBRS
In the latest episode of our “Securitisation Insights” podcast, Mudasar Chaudhry, who leads our European Structured Finance Research team, was joined by Guglielmo Panizza, Senior Vice President and Sector Lead of European ABS Ratings, and Xiaoxi Sun, Assistant Vice President of European ABS Ratings, Auto, to discuss Chinese electric vehicles (EVs) through an ABS lens. Our analysts dive into a topic that sits right at the intersection of what people see on the road and what investors see in their portfolios. Chinese car brands, especially EVs, are becoming more visible across Europe. At the same time, we’re hearing about cheaper EVs coming from traditional manufacturers in 2026 and renewed concerns about petrol prices due to conflicts in the Middle East. So, the key question is: does this change the risk behind the car loans and leases packaged into auto ABS? Related Content: “European Auto ABS: The Strategic Drive of Chinese Automakers Westward”, https://dbrs.morningstar.com/research/468742 By downloading or listening to this podcast, you are agreeing to the Morningstar DBRS disclaimer and legal terms and conditions found at dbrs.morningstar.com/about/disclaimer and dbrs.morningstar.com/about/termsandconditions, including that the information provided is not investment, financial or other advice. Morningstar DBRS will not be liable for losses arising from your use of the information. Please note that the content of this podcast is intended for European audiences only.
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Evolution, Not Disruption: Chinese EVs Through an ABS Lens
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