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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Posted inHeavy Hitters
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 inWith Chinese Characteristics
China Tech Investor: China’s data regulations foster both security and development? With Tom Nunlist
In this episode, the guys are joined by Trivium China’s Tom Nunlist to discuss China’s evolving data regulation.
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.
Posted inHeavy Hitters
China Tech Investor: Breaking down China’s tech regulation (thus far), with John Artman
In this episode, the guys are joined for the second time by John Artman, tech editor at the South China Morning Post.
Posted inWith Chinese Characteristics
INSIGHTS | Chinese corporate venture capital: A golden decade and a looming fall
China’s corporate venture capital funds (CVCs) are downsizing after being major players in the capital circle for more than a decade.
Posted inWith Chinese Characteristics
Tom Orlik on why the China bubble never seems to pop
Economist Tom Orlik discusses his new book, reasons to be optimistic about the Chinese economy, and why it has avoided a major crisis.
Posted inWith Chinese Characteristics
China tech stocks bounce back after virus outbreak losses
Tech stocks are down following an epidemic. Luckin Coffee’s stock has suffered the most, as mask manufacturers’ share prices rise.
Posted inWith Chinese Characteristics
Insights | Why Chinese tech giants are becoming very generous
Under intensifying regulatory pressure, Chinese tech giants are scrambling to show their willingness to operate and invest in compliance with the state’s broad goal of “common prosperity.”
