In this episode, the guys are joined by regular guest Michael Norris to review some Q2 earnings highlights of Kuaishou, Tencent, and Xiaomi.
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.
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.
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.
In this episode, the guys are joined by Kendra Schaefer, partner at Trivium China. They dig into the ever-evolving saga at Didi, whose decision to go through with a US IPO against Beijing’s wishes has landed it in hot water.