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When is technology regulation not technology regulation?16 Sep 2021 • 5 min read • 14 1I spent a week in the mountains of Shangri-La and accumulated some karma. I came down from the mountains but do not know whether I bring wisdom. To open Twitter and the news these days is to be consum...
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Reflections of an ex Chinese tech equity analyst02 Sep 2021 • 12 min read • 10 3Hi folks! I’m back from break and excited for the next year of Chinese Characteristics. Today is a guest post that didn’t manage to make it out during my break from the excellent Leon Lin. Leon writes...
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China, Semiconductors, and the Push for Independence - Part 119 Aug 2021 • 24 min read • 35 1Hi folks, I’m on holiday for the rest of August (billings are paused for premium subscribers and no premium sign-ups until then). I’m happy to introduce our first guest post by Jordan Nel, writer and ...
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Chinese Characteristics: One Year In12 Aug 2021 • 3 min read • 19 10I've been drafting a variant of this post for a year, wondering whether I'll get to post it. Today I do. Panel from Fear of Falling, The Sandman: Fables & Reflections First of all, thank you. I've rea...
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Overview of the 14th Five Year Plan (Abridged Version)29 Jul 2021 • 5 min read • 16 0Well, well, well. All it took was a few days of whiplash regulations followed by unprecedented draw-down to get folks interested in the Five Year Plan. (This thread also helped) Lillian Li @lillianmli...
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Pinduoduo: Together, More Bull, More Bear, More Fun26 Jul 2021 • 42 min read • 12 2Happy Monday! What better way to start the week than another Not Boring and Chinese Characteristics collab where we argue out the pros and cons of Pinduoduo. Previous collab was Agora. For those of yo...
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Let the bullets fly for a while15 Jul 2021 • 7 min read • 34 12Last month, while researching Didi, I stepped away for a few days. But this is a time when days feel like years, especially in Chinese tech. Mere days after Didi Global’s $4.4bn IPO on the Nasdaq, the...
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