Let the drill bit do the talking., page-167

One area that interests me is India and how it will respond to the EV future. 

Any hiccups in the chinese market will be picked up by the sub continent I believe. Crunch time is coming for authorities there to adopt policies to reduce the ever pervading pollution problem. I am heading over there next week for a visit to see the Kumbh Mela and the Tibetan New year but I will certainly be limiting my time in Delhi to avoid the noxious air pollution that Delhi is renowned for. IMO this is the sleeper market for EVs 

https://www.researchandmarkets.com/research/mvn99d/the_electric?w=4

https://www.bloomberg.com/news/articles/2018-09-06/india-proposes-a-goal-of-15-electric-vehicles-in-five-years