In this episode, the guys are joined by regular guest Michael Norris to review some Q2 earnings highlights of Kuaishou, Tencent, and Xiaomi.
Search results
Posted inHeavy Hitters
Drive I/O | Chips, batteries, AV: Xiaomi’s most high-profile auto investments of the year
Xiaomi is pouring billions of RMB into the auto sector and placing some big bets on multiple startups to build a complete auto supply chain.
Posted inHeavy Hitters
China Tech Investor: From Alibaba & Ant to Xiaomi: Looking back at 2020, forward to 2021
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.
Posted inHeavy Hitters
China Tech Investor: Xiaomi’s resilience, with Bryan Ma
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.
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
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
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
Xiaomi CEO says its phones will get ‘more expensive’
Xiaomi’s flagship Mi 9 phone comes loaded with new features and a higher price tag.
Posted inHeavy Hitters
What Cook and company are still getting wrong about Apple in China
The real situation in the country’s smartphone market, not the trade war, underlies Apple’s China woes.
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.
