Join business leaders, investors, academics and members of government to forge a deeper and long-lasting understanding of how two different economic and political models can see through their differences for the benefit of the world at large.
Tu Le of Sino Auto Insights joins Paul for a conversation about the state of the Electric Vehicle market in the context of tech regulation. We investigate whether Didi faces an existential threat and whether the importance of the climate agenda shields EV firms such as NIO from the crackdown
Michal Meidan of the Oxford Institute of Energy Studies joins Paul for a conversation on developments in Chinese energy markets, especially in the context of Chinese climate policy.
China remains one of the largest untapped markets for many global B2B SaaS/cloud companies. However, China’s complex regulatory environment and unique tech ecosystem have led to a number of misconceptions about whether foreign companies are even allowed to operate in China, and few understand what it takes to develop and implement a successful market entry. We are joined by Beijing-based Chris DeAngelis of Alliance Development Group (ADG), who has been helping US tech companies go to market in China for two decades. Chris and his colleague Chad Catacchio will make it clear that if the correct GTM strategy is implemented, the vast majority of global cloud companies can legally operate in China and thrive.
Michael Every, Global Strategist at Rabobank joins Paul for a conversation about his widely discussed report. "China's Marxist "Profound Revolution" Is Here, And Nobody In The West Is Ready Developments in China continue to confound market optimists, with new talk of a “profound revolution” towards a new target of “Common Prosperity”. Rather than simply react to these events, Michael analyzes the history of Marxist-Leninist-Maoist Thought to try to put current moves under Xi Jinping Thought in a larger context that many Western investors fail to appreciate.
KraneShares CIO, Brendan Ahern, returns to US-China Series to discuss the latest developments surrounding Chinese tech regulation. A calm voice throughout, Brendan will provide some rational thinking to the often irrational debate about public equity investing in China
In the midst of an unprecedented bull market in risky assets, tail protection has never been more important even if the source of those risks can be clouded by Central Bank Liquidity. 36 South specializes in the creation and management of asymmetrical portfolios with an emphasis on crisis protection and we are joined by Portfolio Manager, Neale Jackson to discuss ways to protect against outlier scenarios.