Electric vehicles: renewed momentum in Europe – Kevin Berton’s analysis on the 19h30 (RTS)
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Kevin Berton Analyst Fund Manager - Asian Equities
The transition to electric vehicles is regaining momentum across Europe. In the background: rising fuel prices, which are accelerating decision-making for both consumers and businesses.
Interviewed on the 19h30 programme on RTS, Kevin Berton, Asia Markets Analyst at Piguet Galland, highlights a broader dynamic at the intersection of energy, industrial and economic challenges.
Acceleration driven by the energy context
Rising energy prices are acting as a catalyst. The shift to electric mobility is increasingly becoming an economic decision, beyond purely environmental considerations.
Asian competition already well positioned
In this context, Asian manufacturers – particularly Chinese, Korean and Japanese players, are entering the market with strong advantages:
- already mature technologies
- competitive electric vehicle offerings
- more affordable models
This is likely to strengthen their presence in Europe and intensify competition for local manufacturers.
A key issue for financial markets
This trend goes beyond the automotive sector alone. It reflects deeper structural transformations:
- industrial reshaping
- new energy balances
- implications for markets and investment strategies
Authors
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A graduate of SKEMA Business School in Financial Markets and Investments, with a specialisation in quantitative portfolio management and valuation, and a CFA charterholder, Kevin Berton began his career at Société Générale Corporate and Investment Banking before continuing his professional journey at Amundi, Covéa Finance and GATE Capital Management SA. He joined Piguet Galland in 2026 as a fund manager specialising in Asian equities.