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.
Covid-19 hit the VC market while it was down. But there’s one bright spot for startups—new rules on mainland exchanges are powering a wave of domestic IPOs.
Tech stocks are down following an epidemic. Luckin Coffee’s stock has suffered the most, as mask manufacturers’ share prices rise.
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.