Elliott and James try to get their minds around the Ant Group IPO, and the business behind what is likely to be the biggest IPO in history.
Kevin Xu joins the podcast to discuss China’s cloud computing services landscape, TSMC and intense competition in semiconductor development.
Elliott and James welcome Dev Lewis back to the podcast to discuss what a worsening relationship means for Chinese tech companies in India.
Is capital winter over? Huawei, JD, and Luckin are some of the companies whose fundraising is part of the great cash grab of early 2020.