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China Tech Investor: Ant Group is really big, and really confusing

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.

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