Xiaomi is pouring billions of RMB into the auto sector and placing some big bets on multiple startups to build a complete auto supply chain.
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China Tech Investor: Kuaishou, Tencent, and Xiaomi earnings, with Michael Norris
In this episode, the guys are joined by regular guest Michael Norris to review some Q2 earnings highlights of Kuaishou, Tencent, and Xiaomi.
Posted inHeavy Hitters
China Tech Investor: Xiaomi’s resilience, with Bryan Ma
Elliott and James welcome IDC’s VP of Device Research Bryan Ma to the show to discuss strong performance from Xiaomi in a tough year.
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China Tech Investor: From Alibaba & Ant to Xiaomi: Looking back at 2020, forward to 2021
James and Elliott review the winners and losers of 2020, what they got right and what they got wrong, as well as the lessons they learned.
Posted inHeavy Hitters
China tech investment overseas: past, present, and future
Over the past six months, I’ve been mapping the global footprint of Chinese tech investment. Here’s what I’ve learned.
Posted inHeavy Hitters
INSIGHTS | Smartphone makers race to 5G amid the post-covid Covid slump
China’s dominant smartphone makers have suffered setbacks from Covid-19 and the US-China trade war. Is 5G the light at the end of the tunnel?
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Huawei’s Harmony OS: a third major mobile operating system?
With Huawei increasingly cut off from the America-driven tech world, it’s betting on the new Harmony OS to build a new mobile ecosystem.
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China Tech Investor: Baidu, Tencent and Alibaba earnings with Michael Norris
In this earnings episode, the guys welcome back Michael Norris to discuss September quarter earnings for Baidu, Tencent, and Alibaba. They also answer some listener questions towards the end about which company will benefit the most from opening walled gardens as China ramps up antitrust regulations.
Posted inHeavy Hitters
China Tech Investor: Evergrande: How we got here, and what it means, with Ming Zhao
In this episode, the guys are joined by tech founder and fintwit thread-weaver Ming Zhao, as they discuss the broader context of Evergrande’s growth and collapse.
Posted inHeavy Hitters
China Tech Investor: Will online gaming remain a pillar of China’s digital economy?
In this episode, the guys are joined SCMP’s Josh Ye to discuss China’s gaming industry. They go over recent regulations, misconceptions, among others.
