Xiaomi asked the court remove it from a defense blacklist that bans Americans from investing in companies linked to the Chinese military.
Will Chinese companies be able to license Arm’s new v9 architecture for CPUs—and can they stay competitive without it?
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.
In this episode, the guys are joined by Trivium China’s Tom Nunlist to discuss China’s evolving data regulation.
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.
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.
In this episode, the guys are joined for the second time by John Artman, tech editor at the South China Morning Post.
In this episode, James, Elliott, and Michael Norris discuss the quarterly earnings of Baidu, Tencent, and JD, while also answering questions from listeners.
Stewart Randall talks about the semiconductor frenzy in China, and how investors can differentiate the contenders from the pretenders.
Recorded live on Clubhouse, Elliott chats with University of Hong Kong professor Angela Zhang about her new book “Chinese Antitrust Exceptionalism.”