Over the past six months, I’ve been mapping the global footprint of Chinese tech investment. Here’s what I’ve learned.
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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 inTurf Wars
China’s tech firms look to B2B IoT for more profits
Tech companies are scrambling to replicate their consumer market successes in the industrial IoT sector, and quickly forge out new revenue streams.
Posted inViews
INSIGHTS | Smart home firms scramble to lock in users
A potentially closed ‘ecosystem’-type market is still anyone’s game.
Posted inTurf Wars
China Tech Investor: MissFresh and Dingdong Maicai, with Emma Lee
In this episode the guys welcome Emma Lee back to discuss MissFresh and Dingdong Maicai. Key topics include what grocery e-commerce is, who the players in the space are, how they are different, and more.
Posted inTurf Wars
China Tech Investor: The boom and bust of China’s ‘second landlords,’ with Capucine Cogné
China’s “second landlord” platforms have seen a dramatic rise and fall. What led to their fall from grace and who stands to benfit as the industry consolidates?
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
Transsion’s lead in African phone market under threat from fellow Chinese rivals
Sluggish growth at home is pushing Chinese smartphone brands to look to Africa for growth.
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 inHeavy Hitters
China’s cloud landscape, with Kevin Xu
Kevin Xu joins the podcast to discuss China’s cloud computing services landscape, TSMC and intense competition in semiconductor development.
