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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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?
Posted inHeavy Hitters
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.
Posted inHeavy Hitters
VC Roundup | How big China tech uses investments to build empires
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.
Posted inHeavy Hitters
China Tech Investor: EV makers got a big charge in 2020, with Tu Le
Electric vehicle stocks have experienced stratospheric growth this year. What will they need to achieve in order to justify their share prices?
Posted inHeavy Hitters
China Tech Investor: Strong quarters for Bilibili, Pinduoduo, and Tencent, with Michael Norris
Michael Norris is back for his regular earnings check-in, as the guys go over the calls from Bilibili, Pinduoduo, and Tencent.
Posted inHeavy Hitters
China Tech Investor: How Bytedance Built an ‘Attention Factory,’ with Matthew Brennan
Elliott and James welcome Matthew Brennan to discuss his new book: Attention Factory: The Story of Tiktok and China’s Bytedance.
Posted inHeavy Hitters
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.
Posted inThe Numbers
Breaking down quarterly earnings from BABA, JD, and PDD
Elliott, James, and Michael Norris discuss quarterly earnings reports of Alibaba, JD, and Pinduoduo, and what investors can expect.
