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.
Over the past six months, I’ve been mapping the global footprint of Chinese tech investment. Here’s what I’ve learned.
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?
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.
Corporate VCs run by tech giants are some of the most active, and important, investors in China. But a rising unicorn needs the right partner to succeed.
Electric vehicle stocks have experienced stratospheric growth this year. What will they need to achieve in order to justify their share prices?
Michael Norris is back for his regular earnings check-in, as the guys go over the calls from Bilibili, Pinduoduo, and Tencent.
Elliott and James welcome Matthew Brennan to discuss his new book: Attention Factory: The Story of Tiktok and China’s Bytedance.
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.
Elliott, James, and Michael Norris discuss quarterly earnings reports of Alibaba, JD, and Pinduoduo, and what investors can expect.