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Tesla's Stumble in India and China: A Strategic Reassessment for Global EV Investors

Dreame's intentions are all spectacularly vague at this point.

It’s out-of-date, nonsense vapourware.

High prices, Trump tariffs, and showroom foot traffic that isn't converting--Tesla's entry into India is off to a rocky start.

Tesla books about 600 orders in India debut, and shipments in China slump for another month. Bloomberg’s Craig Trudell discusses global demand for Tesla’s electric vehicles, and Elon Musk’s plan to derive value from robots in the future. He joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” (Source: Bloomberg)

In China's EV market, consumers are shifting from Tesla and BYD amid sales declines—Tesla down 5% and BYD 14.3% in August—due to economic slowdowns, aging products, and CEO controversies. Emerging rivals like Xiaomi and Zeekr gain ground with innovation and pricing, prompting industry leaders to adapt through diversification and new strategies.

esla faces mounting challenges in China and Europe in 2025, as rising competition, price wars, and brand perception issues erode its electric vehicle market share.

Tesla's sales in key European markets have declined for eight straight months, with sharp drops in France (47.3%), Sweden (84%), and Denmark (42%), amid rising competition from BYD and an aging product lineup. Consumer backlash against Elon Musk exacerbates the slump, threatening Tesla's global position despite gains in Norway and Spain.

Tesla’s (TSLA) European sales plunged 40% in July 2025, while BYD surged 225% to overtake it for the first time, signaling a major power shift in the region’s booming EV market.

Tesla stock is facing significant challenges due to weak sales in India, growing competition in China, and the expiration of U.S. EV subsidies. Learn how these pressures are affecting Tesla's stock and TSLY ETF.