Xiaomi asked the court remove it from a defense blacklist that bans Americans from investing in companies linked to the Chinese military.
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Posted inViews
SILICON | What the new Arm v9 architecture means for China
Will Chinese companies be able to license Arm’s new v9 architecture for CPUs—and can they stay competitive without it?
Posted inHeavy Hitters
China Tech Investor: Baidu, Tencent and Alibaba earnings with Michael Norris
In this earnings episode, the guys welcome back Michael Norris to discuss September quarter earnings for Baidu, Tencent, and Alibaba. They also answer some listener questions towards the end about which company will benefit the most from opening walled gardens as China ramps up antitrust regulations.
Posted inWith Chinese Characteristics
China Tech Investor: China’s data regulations foster both security and development? With Tom Nunlist
In this episode, the guys are joined by Trivium China’s Tom Nunlist to discuss China’s evolving data regulation.
Posted inHeavy Hitters
China Tech Investor: Evergrande: How we got here, and what it means, with Ming Zhao
In this episode, the guys are joined by tech founder and fintwit thread-weaver Ming Zhao, as they discuss the broader context of Evergrande’s growth and collapse.
Posted inHeavy Hitters
China Tech Investor: Will online gaming remain a pillar of China’s digital economy?
In this episode, the guys are joined SCMP’s Josh Ye to discuss China’s gaming industry. They go over recent regulations, misconceptions, among others.
Posted inHeavy Hitters
China Tech Investor: Breaking down China’s tech regulation (thus far), with John Artman
In this episode, the guys are joined for the second time by John Artman, tech editor at the South China Morning Post.
Posted inThe Numbers
China Tech Investor: Baidu, Tencent, and JD earnings, with Michael Norris
In this episode, James, Elliott, and Michael Norris discuss the quarterly earnings of Baidu, Tencent, and JD, while also answering questions from listeners.
Posted inHeavy Hitters
China Tech Investor: China’s evolving semiconductor landscape, with Stewart Randall
Stewart Randall talks about the semiconductor frenzy in China, and how investors can differentiate the contenders from the pretenders.
Posted inHeavy Hitters
China Tech Investor: Chinese Antritrust Exceptionalism, with Angela Huyue Zhang
Recorded live on Clubhouse, Elliott chats with University of Hong Kong professor Angela Zhang about her new book “Chinese Antitrust Exceptionalism.”
