James and Elliott review the winners and losers of 2020, what they got right and what they got wrong, as well as the lessons they learned.
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Posted inUp and Comers
China’s chip industry is embracing RISC-V
RISC-V was long considered a “hobbyist architecture.” Now, China’s semiconductor industry is taking it seriously.
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 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 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 inTurf Wars
Winners and losers after the Huawei ban
Samsung has benefited the most, while the future for chipmakers is uncertain.
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 inNews
BATX is battling its way into India’s market despite political tensions
China and India have had a fraught relationship since at least the early 20th century. While they may not be able to agree on where their borders lie, it is clear that the two countries are economically important for each other: China has in recent years become one of the fastest-growing sources of foreign direct investment […]
Posted inNews
The top 10 Android app stores in China in 2017
We’ve updated for 2018. Check out this year’s list here. While Apple continues to have their struggles in China, Android-powered smartphones are picking up the slack. Unfortunately, Google isn’t doing so well in China either. This means that if Android users want to download applications, they must rely on app stores operated by local players. The app […]
Posted inNews
Xiaomi Launches Mobile Payment Service Mi Pay
Mi Pay, the long-awaited mobile payment service from Xiaomi, will be available for all Xiaomi users from tomorrow (September 1st). Xiaomi registered a payment service company as early as in 2013, but only in January this year did the company obtain an official license by acquiring a controlling stake in local online payment services company Ruifutong. Like Apple […]
