In this episode, the guys are joined by regular guest Michael Norris to review some Q2 earnings highlights of Kuaishou, Tencent, and Xiaomi.
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Posted inThe Numbers
VC Roundup: Chinese tech firms are betting on chips
Chinese tech giants typically focus on the consumer market. But their appetite for early stage investments in semiconductors is growing.
Posted inOn the Cusp
INSIGHTS | The new normal isn’t that normal
Everyone wants to go back to the “China dream” as soon as possible, but the new normal still includes temperature checks.
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 inTurf Wars
Chinese tech giants have tens of billions at stake in India
Chinese tech giants have invested in India for years, pumping billions in to the county’s startups. Now, India’s popularity comes with a price tag.
Posted inTurf Wars
Winners and losers after the Huawei ban
Samsung has benefited the most, while the future for chipmakers is uncertain.
Posted inTurf Wars
Proxy war? Alibaba, Tencent draw lines across Southeast Asian unicorn scene
China’s domestic tech proxy war has spilt over into Southeast Asia and India. Here’s what it looks like.
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 inThe Numbers
Announcing the latest TechNode podcast: The China Tech Investor podcast
Each week, the two look at their watchlist and talk about what’s happening with listed Chinese tech companies.
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.
