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.
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China’s cloud landscape, with Kevin Xu
Kevin Xu joins the podcast to discuss China’s cloud computing services landscape, TSMC and intense competition in semiconductor development.
Are China and India getting a tech divorce? With Dev Lewis
Elliott and James welcome Dev Lewis back to the podcast to discuss what a worsening relationship means for Chinese tech companies in India.
As China tech stocks surge, a fundraising window opens
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.