Shows
China Biz Talk - Baiguan RadioUS-China trade talks, India-Pak conflict, new stimulus policies in China, April export data - Baiguan Radio #30[01:16] US-China trade talks[08:06] US-UK trade deal and rewiring of global trade systems[09:39] India-Pakistan air combat and the role of Chinese weapons[16:45] Victory Day parade in Moscow[19:38] New stimulus policies in China[25:40] CIA’s promotion video[29:36] April’s surprisingly good trade data This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.baiguan.news/subscribe2025-05-1131 min
China Biz Talk - Baiguan RadioChina's openness to talk, Xi on AI, 15th Five Year Plan, China-EU, Labor day holiday spending - Baiguan Radio #29[01:23] China’s openness to talk about tariffs[12:18] Top leadership on AI[19:24] “Five-Year Plan” as China’s industry policy and the upcoming 15th FYP[27:01] China lifted sanctions on the EU’s MEPs, paving the way for a bigger China-EU deal?[31:05] Labor Day holiday crowds This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.baiguan.news/subscribe2025-05-0434 min
China Biz Talk - Baiguan RadioBaiguan Radio #28: Trade war, Boeing, Jensen Huang, high-sea fishing, Xi's Southeast Asia tripWelcome to a new collaboration episode between Baiguan, Zichen Wang of Pekingnology and Johnny Zou of East8’s Newsletter. It has been several weeks now since we shared our thoughts on the important events of the past week. In this episode, we cover: [00:41] Robert’s experience of publishing an opinion piece on the New York Times discussing China’s resolve in the trade war.[06:32] Significance of China halting Boeing deliveries[8:08] Jensen Huang’s China visit: Is it a slap on Trump’s face, or is Jensen actually the “go-between”?[17:13] Bloomberg’s st...2025-04-2036 min
Peking PlaybookTariff, preconditions to talk, Jensen Huang's China visit, Xi in Southeast AsiaHello! Welcome to the 9th episode of the podcast “Peking Playbook,” featuring me (Zichen Wang), Robert Wu of Baiguan and China Translated substacks, and Johnny Zou of East8. [00:41] Robert’s experience of publishing a guest essay on the New York Times discussing China’s resolve in the trade war.[06:32] Significance of China halting Boeing deliveries[8:08] Jensen Huang’s China visit: Is it a slap on Trump’s face, or could the Nvidia be some sort of “go-between”?[17:13] Bloomberg’s scoop about China’s willingness to talk, with certain preconditions. How to take it?[19:1...2025-04-2036 min
Peking PlaybookTrump's Tariff on China 20250413Hello! Welcome to the 8th episode of the podcast “Peking Playbook,” featuring me (Zichen Wang), Robert Wu of Baiguan and China Translated substacks, and Johnny Zou of East8. [3:30] Did Trump plan for all of this? [12:42] Optimism about China-EU relationship [21:06] Pessimism about China-EU relationship [23:10] Will China see Trump’s sexemption for consumer electronics as a chance to soften its stance? [27:13] Who in the Trump team can actually call the Chinese side now? [30:31] The hope for China’s domestic demand stimulation[35:11] What’s the right policy to boost dome...2025-04-1348 min
China Biz Talk - Baiguan RadioTariff war - Week 2 - Baiguan Radio #27Welcome to another collaboration episode between Baiguan, Pekingnology’s Zichen Wang and East8’s Johnny Zou. Highlights[3:30] Did Trump plan for all of this?[12:42] Optimism about China-EU relationship[21:06] Pessimism about China-EU relationship[23:10] Will China see Trump’s “electronic exemption” as a chance to soften its stance?[27:13] Who in the Trump team can actually call the Chinese side now?[30:31] The hope for China’s domestic demand policies[35:11] What’s the right policy to boost domestic demand?[39:58] Where does the money to boost domestic deman...2025-04-1348 min
Peking PlaybookPeking Playbook Unscripted 20250406Hello! Welcome to the 7th episode of the podcast “Peking Playbook,” mainly featuring me (Zichen Wang) and Robert Wu of Baiguan and China Translated substacks, just talking about recent news. Today, we have Johnny Zou of East8 join us as well. Johnny was with us on the January 28 episode.In the following 43-minute conversation recorded on Sunday morning ET, April 6, 2025, we talked about:[00:46] Tariff, first impressions[09:46] Is the US underestimating China?[15:00] How would countries from Japan to Vietnam respond?[22:44] Will China have closer integration with the rest of the worl...2025-04-0743 min
China Biz Talk - Baiguan RadioEP26. TARIFF!!! - With Zichen Wang and Johnny ZouThis week, Zichen Wang of Pekingnology and I are joined by Johnny Zou, a leading Hong Kong-based venture capitalist who also writes at East8’s Newsletter (#97 rising business Substack right now, previously known as MJ Finance). We discussed last week's most important news item: Trump’s tariff war and its implications for China.Highlights[00:46] Tariff, first impressions[09:46] Is the US underestimating China?[15:00] How would middle-powers from Japan to Vietnam respond?[22:44] Will China have closer integration with the rest of the world or more trade friction?[29:27] Invest...2025-04-0643 min
Peking PlaybookPeking Playbook Unscripted 20250330Hello! Welcome to the 6th episode of the podcast “Peking Playbook,” mainly featuring me (Zichen Wang) and Robert Wu, of Baiguan and China Translated substacks, just talking about recent news.In the following 39-minute conversation recorded on Saturday evening ET, March 29, 2025, we talked about:[00:52] Xi met global CEOs [04:25] What’s more serious for foreign businesses in China, organic domestic competition or the alleged policy discrimination? [10:00] Some Western firms (such as top consulting firms) are facing pressure at home to do business with China [12:06] There is also discrimination against local busine...2025-03-3039 min
China Biz Talk - Baiguan RadioEP25. Xi met CEOs, foreign businesses in China, EVs, boosting incomeHi everyone, welcome to another collaboration episode between Pekingnology and Baiguan.Quick notice: we heard some complaints about the audio quality of our previous episodes recently, and so we have made special efforts to improve the experience this time. We hope you enjoy it better!Summary[00:52] Xi met global CEOs[04:25] What’s more serious for foreign businesses in China, organic domestic competition or the alleged policy discrimination?[10:00] Some Western firms (such as top consulting firms) are facing pressure at home to do business with China[12:06] There is al...2025-03-3039 min
Peking PlaybookPeking Playbook Unscripted 20250325Hello! Welcome to the 5th episode of the podcast “Peking Playbook,” mainly featuring me and Robert Wu, of Baiguan and China Translated, just talking about recent news.In the following half-hour conversation recorded on Sunday evening ET, March 23, 2025, we talked about[01:32] Some observations during Zichen’s ongoing study at the mid-career Master in Public Policy (MPP) program at Princeton School of Public and International Affairs[04:40] The ongoing controversy regarding CK Hutchison’s coerced Panama ports sale [20:16] New top-level policy document dedicated to boosting domestic demand[27:03] China Development Forum[29:16...2025-03-2534 min
China Biz Talk - Baiguan RadioEP24. Li Ka Shing, domestic consumption, Xi-Trump meeting rumors - Baiguan X PekingnologyHi everyone, welcome to another collaboration episode between Pekingnology and Baiguan. Quick notice: we heard some complaints about the audio quality of our episodes recently, and so we have made special efforts to improve the experience this time. We hope you enjoy it better! In this episode, you will hear about:[01:32] Zichen Wang’s observations during his study at Princeton[04:40] The ongoing controversy regarding CK Hutchison’s Panama ports sale [20:16] New top-level policy on boosting domestic demand[27:03] China Development Forum[29:16] Will Xi and Trump meet soon...2025-03-2434 min
Peking PlaybookPeking Playbook 20250309Hello! Welcome to the 4th episode of the on-and-off podcast that has been tentatively named “Peking Playbook,” mainly featuring me and Robert Wu, of Baiguan and China Translated, just talking about recent news.In the following half-hour conversation recorded on Sunday morning ET, March 9, 2025, we touched on[00:56] Two Sessions?[03:31] Birth subsidies[06:33] 1-trillion-yuan state VC fund?[11:33] China’s retaliatory tariff on US agricultural products[17:32] Trump’s impact on stock market confidence[19:47] TSMC’s $100b investment in the USAt the time of the recording, I was in P...2025-03-1029 min
China Biz Talk - Baiguan RadioEP 23. Two Sessions, birth subsidies, tariffs, TSMC - Baiguan X PekingnologyTimeline[00:56] Two Sessions[03:31] Birth subsidies[06:33] 1-trillion-yuan state VC fund[11:33] China’s new tariff on US agriculture[17:32] Trump’s impact on stock market confidence[19:47] Significance of TSMC’s $100b investment in the US And a small announcement here. I have started a new newsletter called Paid Sub, where I will discuss China’s market intelligence, Data-as-a-Service, professional knowledge and paid content industry in China - basically the industry I work for and have dedicated my life to. It will be an interesting industry publication if you are also...2025-03-0929 min
Peking PlaybookPeking Playbook Unscripted 20250223Hello! Welcome to the 3rd episode of the on-and-off podcast that has been tentatively named “Peking Playbook,” mainly featuring me and Robert Wu, of Baiguan and China Translated, just talking about recent news.In the following half-hour conversation recorded on Sunday morning ET, February 23, 2025, we touched onTimeline:[01:14] Chinese leaders’ symposium with private entrepreneurs[15:49] Market rallies in Hong Kong and China ADRs[21:29] New White House memo on restricting Chinese investment[27:22] U-turn of U.S. policy on UkraineListen to Peking Playbook on Apple Podcast, Spotify, YouTub...2025-02-2331 min
China Biz Talk - Baiguan RadioEP22. Private sector symposium, China market rallies, new White House memo, Ukraine - Baiguan X PekingnologyTimeline[01:14] The symposium with private entrepreneurs[15:49] Market rallies in Hong Kong and China ADRs[21:29] New White House memo on restricting Chinese investors into the US[27:22] China’s stance on Ukraine This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.baiguan.news/subscribe2025-02-2331 min
The Front Row Podcast#25- Robert Wu, CEO of Big One Lab : How China Became A Technology SuperpowerRobert Wu is a serial entrepreneur, investor, and thinker.He started working for BigOne Lab, China’s leading data & information service provider, first as an employee/partner, and later, with a buyout, became its CEO.You can find his China-focused Substack here at https://www.baiguan.news/?r=8th0vTIMESTAMPS: 00:00 Trailer and Intro01:32 DeepSeek's Watershed Moment for China's AI02:21 China's Emergence As A Tech Leader10:02 Why Was China Not A Known 1-N Innovator?13:58 The Funding of Innovation in Ch...2025-02-191h 00
Peking PlaybookPeking Playbook Unscripted 20250128: DeepSeekHappy Lunar New Year to all those who celebrate it! The top news on the last day of the lunar year of Dragon is obviously DeepSeek, the Chinese AI start-up. You’ve probably heard Americans talk about it all day now. Here is me, Robert Wu of Baiguan and China Translated, and Johnny Zou of MJFinance talking about it after the close of the brutal trading day when Nvidia sheds nearly $600 billion.Listen to Peking Playbook on Apple Podcast, Spotify, YouTube Podcast, and elsewhere! Don’t forget to subscribe!Highlights[2:43] Is Deep...2025-01-2835 min
China Biz Talk - Baiguan RadioEP21. On DeepSeek - Baiguan X Pekingnology, with Johnny ZouWe have to talk about DeepSeek. Today, I am joined by Zichen Wang of Pekingnology and Johnny Zou of MJFinance’s Newsletter.Johnny is a Hong Kong-based venture capitalist that I interviewed for Episode 14.Highlights[2:43] Is DeepSeek China’s intentional attack against the US?[10:51] How involved is Beijing in all of this?[19:44] Investment strategies in a post-DeepSeek world[24:43] Effectiveness of US export controls[31:02] Censorship on DeepSeek This is a public episode. If you'd like to discuss this with other subscribers or get acce...2025-01-2835 min
China Biz Talk - Baiguan RadioEP20. Baiguan X Pekingnology podcast collab - pilot episodeThis is a pilot episode as a collaboration between Zichen Wang and Baiguan. Zichen is a former Xinhua journalist and is currently a Research Fellow & Director for Int'l Comms of the Center for China and Globalization. Zichen is also a top-tier China policy analyst and writes prolifically at Pekingnology and The East is Read.The Pekingnology X Baiguan collaboration envisions an unscripted, high-frequency, 20-minute-ish commentary on events of the day in China, combining Zichen’s deep knowledge of China’s policymaking with Baiguan’s data-driven and capital market-oriented takes. We are still testing this out, so we...2025-01-2427 min
Peking PlaybookPeking Playbook Unscripted 20250124An unscripted experiment where Zichen Wang, with Robert Wu of Baiguan, talk on January 24, 2025, about top China news of the day, covering Xi Jinping’s visit to northeast China, the government’s effort to bring long-term investment into its beleaguered stock market, the emerging controversy in China on the effectiveness of generic drugs via its universal health insurance system, and recent speculation on TikTok - all in around 25 minutes with minimal editing. This is the very first episode. This is a public episode. If you would like to discuss this with other subscribers or get...2025-01-2427 min
The Rob Vinall PodcastIs China Investable? Panel at RV Capital's 2025 Annual GatheringPanel Discussion at RV Capital's Annual Gathering in Engelberg on 12 January 2025 with Graham Rhodes, Yixin Li, Fred Lui and Sofia Hou.
Show Notes
Li Lu Talk referenced by Graham: https://mp.weixin.qq.com/s/nwdP3GR-H8-m94NUnlsM-g
Fred's letter on China: https://www.haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2021-Q2.pdf
Blog referenced by Fred: https://www.baiguan.news/
Rob's book recommendation: "The Battle of Bretton Woods" by Benn Steil2025-01-1654 min
China Biz Talk - Baiguan RadioEP19. Max Peiro, CEO of Rehub, on luxury industry's past and future in ChinaToday we are honored to invite Mr. Max Peiro. Max is the Founder and CEO of Re-Hub, a Business Intelligence SaaS provider specializing in the Chinese luxury ecosystem. Re-Hub was recently acquired by DLG (Digital Luxury Group), an independent marketing and technology group with offices in Geneva, Shanghai, and New York.Max has 16 years of experience working in China, 13 of which are partnering with global brands to support their digital and innovation strategies.In this interview, you will hear Max, as an industry veteran, talking about the ins and outs of China's luxury sector, how...2024-12-2347 min
China Biz Talk - Baiguan RadioEP17. Zak Dychtwald, CEO of Young China Group on bridging the gap between US and Chinese teams & companiesZak Dychtwald is the Founder and CEO of Young China Group, a market insights firm and consultancy based between China and the US. He leads “YCG Bridgeworks: A Global Collaboration Lab” focused on a people-first, data-backed approach to improving collaboration between global teams – spanning both cultural as well as generational gaps, with a special focus on US-China.Dychtwald is also the author of critically acclaimed Young China: How the Restless Generation Will Change Their Country and the World, available in six languages.Impressive track record aside, I also find Zak to be an astounding personality. He spe...2024-12-061h 14
China Biz Talk - Baiguan RadioEP 16. Do Chinese leaders actually know what is going on with the economy?This is a free preview of a paid episode. To hear more, visit www.baiguan.newsToday, we are excited to invite our old friend, Bob Chen again to our program. For those of you who don’t know, Bob is a UChicago-educated political scientist and economist. Bob started his career at one of China’s leading state-run think tanks, before changing his career to become a venture capitalist.We at Baiguan translated many articles from him, including a very popular one on how the rest of the world can actually benefit from US-China decoupling. We a...2024-08-2019 min
China Biz Talk - Baiguan RadioEP15. Stanley Kee - veteran APAC market research leader on "GoGlobal" strategies of Luckin Coffee and other Chinese companiesWelcome 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 largest market research companies after the merger of IRI and NPD. Before Circana, Stanley was ex Managing Director for Southeast Asia for GfK Asia, also a market research powerhouse. Stanley has st...2024-07-1739 min
China Biz Talk - Baiguan RadioEP14. Johnny Zou, Yale-educated top venture capitalist and fellow substackerWelcome 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 the London School of Economics. At Primavera, he mainly focuses on investments in AI, medical technology, cloud, shared economy, and cross-border opportunities.Johnny has a unique background. He worked at el...2024-06-041h 00
China Biz Talk - Baiguan RadioEP13. Baiguan AMA - TikTok, Elon Musk, venture capital, capital marketThis 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 you are a free subscriber, you can listen to a preview that lasts for about 10 minutes. While the full version is more than an hour. You can also...2024-05-1711 min
China Biz Talk - Baiguan RadioEP12. China Inc.'s overseas strategy after TikTok "ban" - with Bytedance's ex-Head of Legal for SEA, Australia and New ZealandImportant 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 like you to share with us your thoughts about China and the world. Today, we are pleased to have a long-time subscriber of us, Han. Han is a Singaporean lawyer with over 15 years of...2024-04-2343 min
China Biz Talk - Baiguan RadioEP 11. Decades of Navigating China's Evolving Business Landscape with Andrew CaineyIn 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 authored "Xiconomics: What China’s Dual Circulation Strategy Means for Global Business," providing deep insights into China's economic policies under Xi Jinping. The conversation delves into Andrew’s experiences in China, the evolution of the Chinese business commun...2024-01-1544 min
China Biz Talk - Baiguan RadioEP 10: Decoding the rise of Chinese manufacturing - insights from an industry veteranEpisode 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 state, and future prospects of Chinese manufacturing.Key Highlights* Introduction and Background* Shaojian Zhang introduces his extensive background (Haier, Rockwell, GE, CITIC) in the industrial and technology sectors, highlighting his experiences across different global markets....2023-12-0728 min
China Biz Talk - Baiguan RadioEP 9. Binance criminal settlement, US vs. China crypto regulation, and why are(ethnic) Chinese entrepreneurs are so successful in crypto?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 ban on anything crypto in mainland China, but very encouraging policies in Hong Kong, effectively protecting mainland citizens against scams but also keeping a foot at the...2023-11-2730 min
China Biz Talk - Baiguan RadioEP 8. Latests on China's data regime, a new consensus being formed among China investorsHighlights 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 tangible proof of China's attempts to refining its data regulatory framework for the build up of a market and economy on data.* There’s a need to distinguish bureaucratic processes from deliberate secrecy, fostering a nuanced understanding. Naviga...2023-11-2223 min
China Biz Talk - Baiguan RadioEP 7. Beyond Shein and Temu: How to invest in China without China risk?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 entrepreneurs are expanding globally and they would like to know their customers directly and jump over the traders and also the buyers, so that the whole supply chain...2023-11-1530 min
China Biz Talk - Baiguan RadioEP 6 - KKR Asia Report, ¥1 trillion Bond, Foreign Company Investigation, and New Yorker's Article.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 and Mu talked about some of what they shared in the meeting. * The Chinese central government announced a ¥1 trillion special sov...2023-11-0226 min
China Biz Talk - Baiguan Radio#5 New surprising/unsurprising steps in China's data cross-boarder policies by Cyberspace Administration of ChinaHighlights* The CAC has recently released a “public comment seeking draft directive 征求意见稿” on “the implementation of the cross-border data transmission approval process 规范和促进数据跨境流动规定". This is a step towards reducing the administrative burden for companies that wish to engage in such activities. (Chinese Original Version, English Translation Version)* The previous law was not easy to implement and resulted in unintended consequences, which were interpreted by the mainstream media as blocking foreign access to China's data.* The missing piece: China is not blocking data. It aims to transform it into an asset. In 2019, data was categorized as a production factor. There have been si...2023-10-0221 min
China Biz Talk - Baiguan Radio#4 The adventure of a Chinese entrepreneur in the Belt & Road countriesAbout Today’s EpisodeIn today's episode, we have a very special guest, my friend Yipeng, a seasoned entrepreneur from China. He has built an impressive global business. His incredible 15 years of journey, perfectly reflect the evolution of China's business community in the past decades. * Yipeng started his entrepreneurial journey in Beijing, right when Premier Li Keqiang's Massive Entrepreneurial and Massive Innovation initiative was gaining momentum. * From there, he ventured into the bustling city of New York, along with countless other investors. finding Investment opportunities during the peak of Sino-US relationship. * Bu...2023-09-1926 min
China Biz Talk - Baiguan Radio#3 Understanding policy stimulus, and further discussion on lower tier cities* Stimulus Policies * Economic and Societal Trend in Another Representative Lower Tier City - LeshanHighlightsPart 1:Stimulus Policies * Which part of the CSRC’s(China Securities Regulatory Commission) Aug 28 2023 policies really matters* “On the surface, it's the stamp duty tax that most people pay attention to because it's the simplest one and carries a lot of historical connotations.”* “The most important thing is this specific restriction on controlling shareholder sell-down. This is the first time that, in China, for a controlling shareholder to sell down shares...2023-09-0530 min
China Biz Talk - Baiguan Radio#2 Bureau of Statistics announcement, macro economy and anti-corruption in healthcareOur second podcast is a discussion between Mu Chen and Robert Wu. We talked about three of the most asked topics amongst our followers. As a supplement to the facts and analysis in our posts on these topics, our chats focused on providing contexts and our personal experience from the ground on these topics. We also shared our thoughts on picking this week’s posts. Below are the highlights: Part 1: China’s Bureau of Statistics to stop publishing youth unemployment dataWhy are they doing this?[00:01:28] Robert: Well, at the fundamental leve...2023-08-2837 min
China Biz Talk - Baiguan Radio🎧 #1 Insider's take on Hong Kong's future, investment banking, China's state-owned sector, and private entrepreneurshipWelcome to debut episode of Baiguan Radio. In today's rapidly changing global landscape, questions abound. How is the business environment in China adapting amidst geopolitical tensions such as evolving China-US dynamic? As Hong Kong undergoes significant shifts, what is its impact on the broader investment and business sectors? And, beyond the conventional narratives, what is the real experience within China's state-owned enterprises? Are they as bureaucratically entrenched as perceived, or is there a more complex reality?Today, we're joined by Jay, a seasoned investment banker and native Hong Konger with 15 years of firsthand experience. He offers a...2023-08-1448 min