China Biz Talk - Baiguan Radio

Jul 17 2024 15 ep. 33 mins 2
China Biz Talk - Baiguan Radio Podcast artwork

Actionable insights for successful China-related business and investment, with a human touch

www.baiguan.news

  Business
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EP15. Stanley Kee - veteran APAC market research leader on "GoGlobal" strategies of Luckin Coffee and other Chinese companies

Jul 17 2024 39 mins  
Welcome to Baiguan Radio, where we regularly chat with our diverse subscribers like you with unique domain knowledge related to China to share your experience with other members. Today I am pleased to chat with Mr. Stanley Kee, a veteran market research leader for over 25 years. Stanley is a Singaporean and he was ex-Managing Director for APAC for Circana, one of the world’s larg

EP14. Johnny Zou, Yale-educated top venture capitalist and fellow substacker

Jun 04 2024 60 mins  
Welcome to the latest episode of Baiguan Radio. If you wish to listen to us on Apple Podcast or Spotify, just go to your favorite podcast app and search for “Baiguan”.We are glad to be joined today by Johnny Zou, the Head of Primavera Venture Partners春华创投. Johnny holds a Bachelor of Arts in History from Yale University and a Master of Science in Economic History from th

EP13. Baiguan AMA - TikTok, Elon Musk, venture capital, capital market

May 17 2024 11 mins  
This is a free preview of a paid episode. To hear more, visit www.baiguan.newsWelcome to China biz talk by Baiguan Radio. Two weeks ago I hosted an “Ask Me Anything” live webinar for paid subscribers of Baiguan, where many of you threw at me many interesting questions you have about China. Today, we are releasing the recording of the AMA webinar to paid subscribers like you. If

EP12. China Inc.'s overseas strategy after TikTok "ban" - with Bytedance's ex-Head of Legal for SEA, Australia and New Zealand

Apr 23 2024 43 mins  
Important reminder! Exclusive "Ask Me Anything" live webinar on China Sign up [here] before April 26 to secure your spot.As of now, more than 5,000 professionals and thought leaders like you subscribe to our newsletters. Many of you have deep domain knowledge, as well as your own questions and answers about China-related topics. From time to time, we will interview our subscribers

EP 11. Decades of Navigating China's Evolving Business Landscape with Andrew Cainey

Jan 15 2024 44 mins  
In this episode, I had the honor to host Andrew Cainey, the founding director of the U.K. National Committee on China, a Senior Associate Fellow at the Royal United Services Institute and an expert on China's economic development and business environment. Andrew’s distinguished career spans over two decades of advising businesses and governments in China, Korea, and Japan. He has

EP 10: Decoding the rise of Chinese manufacturing - insights from an industry veteran

Dec 07 2023 28 mins  
Episode OverviewIn this enlightening episode, we delve into the heart of China's manufacturing industry with Mu’s UVA alumni and industry expert Shaojian Zhang (His Linkedin). With a rich background spanning 30 years in various sectors including industrial technology and manufacturing in China, Singapore, and the US, Shaojian offers a comprehensive view of the evolution, current

EP 9. Binance criminal settlement, US vs. China crypto regulation, and why are(ethnic) Chinese entrepreneurs are so successful in crypto?

Nov 27 2023 30 mins  
This is a free preview of a paid episode. To hear more, visit www.baiguan.newsHighlights* The Binance case is significant (although the hefty penalty is only estimated to be ~1 year of profit of the crypto exchange). This case shows that US regulators are tough on crypto, but also do not want to crush it.* China has an interesting dual-system crypto regulatory regime, with total ba

EP 8. Latests on China's data regime, a new consensus being formed among China investors

Nov 22 2023 23 mins  
Highlights New positive development of China’s data market* China's recent approval for cross-border data transmission, notably with players like Qichacha in the landscape, signifies China’s commitment to nurturing a resilient data market.* Dispelling misconceptions, our outlook on this development remains one of optimism. Far from a data conspiracy, this move serves as tangibl

EP 7. Beyond Shein and Temu: How to invest in China without China risk?

Nov 15 2023 30 mins  
This is a free preview of a paid episode. To hear more, visit www.baiguan.newsHighlights* Global capital is skeptical of China now. But that China's growth story has not ended. There is actually a way to invest in China without investing in China.* The world ex-China is experiencing inflation, while China is going through deflation. This setup gives unique opportunities.* Chinese e

EP 6 - KKR Asia Report, ¥1 trillion Bond, Foreign Company Investigation, and New Yorker's Article.

Nov 02 2023 26 mins  
Highlights* KKR Asia visit and our key observation on the ground* KKR visited Asia third time this year, Robert Wu andMu Chen had a chance to meet and share with the delegation. KKR’s Head of Global Macro Henry H. McVey, and Head of APAC Macro, Frances B. Lim, wrote a report after the trip, stating that they have came out of China with a refreshed, and more upbeat view. Robert an