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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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?
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?
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.
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.
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.
Are China and India getting a tech divorce? With Dev Lewis
Elliott and James welcome Dev Lewis back to the podcast to discuss what a worsening relationship means for Chinese tech companies in India.
Tesla’s apprentice: Is Tesla bullying its own biggest fan?
Tesla once nurtured competitors like Xpeng, but now it’s accusing the Chinese EV maker of theft through a lawsuit against a former Tesla engineer.
INSIGHTS | Does India need China tech?
As India pursues tech self-reliance, Chinese companies are increasingly unwelcome—but can India’s tech industry flourish without its neighbor?
INSIGHTS | Bytedance gaming play doesn’t threaten Tencent—yet
Bytedance is moving into gaming, but it’s not trying to overthrow Tencent yet. It’s a low stakes bet that will get big only if it succeeds early.