In this episode, the guys are joined by regular guest Michael Norris to review some Q2 earnings highlights of Kuaishou, Tencent, and Xiaomi.
Chinese tech giants typically focus on the consumer market. But their appetite for early stage investments in semiconductors is growing.
Everyone wants to go back to the “China dream” as soon as possible, but the new normal still includes temperature checks.
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.
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.
Samsung has benefited the most, while the future for chipmakers is uncertain.
China’s domestic tech proxy war has spilt over into Southeast Asia and India. Here’s what it looks like.
China’s corporate venture capital funds (CVCs) are downsizing after being major players in the capital circle for more than a decade.
Each week, the two look at their watchlist and talk about what’s happening with listed Chinese tech companies.
Tech stocks are down following an epidemic. Luckin Coffee’s stock has suffered the most, as mask manufacturers’ share prices rise.