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Category Archives: Technology
Semiconductor Manufacturing International Corp (SHA: 688981 / HKG: 0981 / FRA: MKN2): China’s Most Important Chipmaker
Semiconductor Manufacturing International Corporation (SMIC) (SHA: 688981 / HKG: 0981 / FRA: MKN2) is considered to be China’s most important chipmaker but its origins lay with stolen TSMC technology.
NAURA Technology Group (SHE: 002371): A Potential US-China Chip Conflict Beneficiary
NAURA Technology Group (SHE: 002371) is a Chinese manufacturer of integrated circuit and semiconductor equipment who benefits from the US-China chip conflict.
Advanced Micro-Fabrication Equipment (SHA: 688012): China’s #2 Chip Tool Maker
Advanced Micro-Fabrication Equipment (AMEC) (SHA: 688012) is China’s No. 2 manufacturer of chip making tools and a producer of etching devices who benefits from the US-China chip war.
ACM Research (NASDAQ: ACMR): Successfully Straddling the US-China Chip Conflict (So Far…)
Silicon Valley and China based ACM Research (NASDAQ: ACMR) is a leading supplier of wafer processing solutions for semiconductor and advanced wafer-level packaging (WLP) applications. A May 16th Nikkei Asia and FT article noted the Company switched its accounting work to Armanino in San Ramon, California, … Continue reading
Mercurity Fintech Holdings (NASDAQ: MFH): Speculative Chinese Fintech, Blockchain and Bitcoin Stock
Mercurity Fintech Holdings (NASDAQ: MFH) is a speculative Chinese fintech and blockchain stock. A May 16th Nikkei Asia and FT article noted the Company switched from auditor Shanghai Perfect to Onestop Assurance PAC of Singapore as the latter is registered with the Public Company Accounting Oversight Board (PCAOB) and has been inspected … Continue reading
Fangdd Network (NASDAQ: DUO): Can the Online Marketplace Ride Out the Chinese Property Downturn?
Chinese online real estate marketplace Fangdd Network (NASDAQ: DUO) said in its annual report that on July 25, 2022, the Company switched auditors to the Audit Alliance of Singapore from KPMG Huazhen – one of the companies recently criticized by the Public Company Accounting Oversight Board (PCAOB). The move … Continue reading
Posted in China, EMS Analysis, Real Estate, Stocks, Technology
Tagged Asia, China, East Asia
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Top 10 Chinese Automakers By Electric Vehicle Sales Stock List & Graphic
SOURCE: China’s EV industry braced for shakeout as prices plunge (FT + Asian Nikkei) (Local players face softer demand and competition from foreign makers) BYD Company (HKG: 1211 / SHE: 002594 / OTCMKTS: BYDDY / BYDDF) SAIC Motor Corp (SHA: 600104) Guangzhou Automobile Group (SHA: 601238) Chongqing Changan Automobile (SHE: 000625 / SHE: 200625) Dongfeng Motor (state-owned) Geely Automobile Holdings (HKG: 0175) Li … Continue reading
Shanghai Putailai New Energy Tech (SHA: 603659): Financing Europe’s Biggest Anode Plant in Sweden for EV Batteries
Shanghai Putailai New Energy Tech (SHA: 603659) is focused on the development and sale of materials for lithium-ion batteries and automation equipment in China. It was just reported today: However, the Company will fund 30% of the project and take out loans for … Continue reading
Gotion High-tech Co (SHE: 002074 / FRA: 24U0): The EV Battery Maker Causing a Stir in Michigan
Gotion High-tech Co (SHE: 002074 / FRA: 24U0) researches, develops, manufactures and markets lithium EV batteries with Volkswagen owning a 30% stake. With plans to expand a China-only operation globally, Gotion High-tech’s subsidiary recently made negative headlines in the USA: OVERVIEW: 1 YEAR CHART: LONG TERM CHART: ADDITIONAL … Continue reading
NetDragon Websoft (HKG: 0777 / FRA: 3ND): First Stock to Try the AI-CEO Gimmick (Ahead of a NYSE Spinoff-Listing)
Last August, online gaming and education stock NetDragon Websoft (HKG: 0777 / FRA: 3ND) appointed Ms. Tang Yu, an AI-powered virtual humanoid robot, as the Rotating CEO of its flagship subsidiary, Fujian NetDragon Websoft Co., Ltd. Obviously, the attention grabbing PR stunt got some investor, media (Should we … Continue reading
Persistent Systems (NSE: PERSISTENT / BOM: 533179): One of India’s Fastest Growing IT Firms You Probably Have Not Heard Of
Persistent Systems (NSE: PERSISTENT / BOM: 533179) is a digital engineering and enterprise modernization partner set up in 1990 by an Indian repat who worked for HP Labs. Despite the tech spending slowdown, Persistent Systems is still growing: 16.1% revenue CAGR from it’s IPO to … Continue reading
MapMyIndia (NSE: MAPMYINDIA / BOM: 543425): Maps Every Door in India
CE Info Systems Ltd (MapMyIndia) (NSE: MAPMYINDIA / BOM: 543425) is the world’s leading provider of digital maps, geospatial software & location-based IoT technologies. They make maps to help Uber, delivery vehicles, etc. drivers find your door in India. OVERVIEW: 1 YEAR CHART: LONG TERM … Continue reading
Bairong Inc (HKG: 6608 / FRA: 6B5): AI/Digital Transformation Services for Chinese Banks
Small cap Bairong Inc (HKG: 6608 / FRA: 6B5) provides AI and digital intelligence and digital transformation services to Chinese banks (for security, credit evaluation, etc. purposes): OVERVIEW: 1 YEAR CHART: LONG TERM CHART: ADDITIONAL RESOURCES: Share Subscribe Now Via Substack Disclaimer. The information and views contained … Continue reading
Is China Still Uninvestable? A Conversation with Navis Jockey Fund (SumZero)
Posted in China, Fund Manager News & Research, Stocks, Technology
Tagged Asia, China, East Asia
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Why Tencent’s Golden Share Arrangements Could Be Worse for Investors Than Alibaba’s (China Tech Shorts)
Posted in China, Frontier / Emerging Market News, Stocks, Technology
Tagged Asia, China, East Asia
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Mexico’s $100-Billion Auto Parts Industry is Reinventing Itself for the EV era (Rest of World)
Posted in Frontier / Emerging Market News, Latin America, Technology
Tagged Latin America, Mexico
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Alibaba’s Spinoffs: More Clarity, More Complexity (China Tech Shorts)
Posted in China, Frontier / Emerging Market News, Stocks, Technology
Tagged Asia, China, East Asia
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Alibaba Reorg (Interconnected)
Posted in China, Frontier / Emerging Market News, Stocks, Technology
Tagged Asia, China, East Asia
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START not FAANG (GAM)
Posted in China, Fund Manager News & Research, India, Investing Tips, Stocks, Technology
Tagged China, East Asia, India, South Asia, South Korea, Taiwan
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Lalatech, the Start-up Behind Lalamove Logistics Service, Files for Hong Kong IPO After Turning its Back on New York (SCMP)
Posted in China, Frontier / Emerging Market News, Startups, Stocks, Technology
Tagged Asia, China, East Asia, Hong Kong
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RESTRICT China (Interconnected Substack)
Posted in China, Frontier / Emerging Market News, Startups, Technology
Tagged Asia, China, East Asia
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Why Chinese Apps Are the Favorites of Young Americans (WSJ)
Posted in China, Frontier / Emerging Market News, Stocks, Technology
Tagged Asia, China, East Asia
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Pinduoduo Research Report (Hayden Capital)
Posted in China, Fund Manager News & Research, Stocks, Technology
Tagged Asia, China, East Asia
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Should We Automate the CEO? (theHUSTLE)
Posted in China, Frontier / Emerging Market News, Technology
Tagged Asia, China, East Asia, Hong Kong
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How Google Ruined Financial Writing (And ChatGPT Might Save It)
This post is off-topic (so I was hesitant to email it out – however, its also Friday!😀), but it might interest any reader who consumes or searches for any financial content as I recently had an eye-opening back-and-forth with the owner of a financial … Continue reading
Posted in EMS Analysis, Newsletter, Technology
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[JD.com (JD US) Target Price Change]: Painful Transition Weighs on Both Topline and Margin (Smart Karma)
Posted in China, Frontier / Emerging Market News, Stocks, Technology
Tagged Asia, China, East Asia
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Our Thoughts on Grab’s 2022 Q4 and FY Earnings (Momentum Works)
Posted in Fund Manager News & Research, Southeast Asia, Stocks, Technology
Tagged Asia, SE Asia
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Chris Wood Of Jefferies (MPP Interview) (Off-Piste Investing)
Posted in China, Fund Manager News & Research, India, Technology
Tagged Asia, China, East Asia, India, South Asia, Taiwan
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How Did China Come to Dominate the World of Electric Cars? (MIT Technology Review)
Posted in China, Frontier / Emerging Market News, Startups, Stocks, Technology
Tagged Asia, China, East Asia
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The Tesla Competitor Dominating China’s EV Market | U.S. vs. China (WSJ)
Posted in China, Frontier / Emerging Market News, Stocks, Technology
Tagged Asia, China, East Asia
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[Investor Stories] Jonathan Whittle (Quona) on Why and When it Pays to Become a Bank, Parallels to Previous Bust… (Emerging Markets Enthusiast Podcast)
Posted in Frontier / Emerging Market News, Latin America, Technology
Tagged Latin America
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Making Sense of Delivery Platform Stock Metrics and Financials
Earlier today Asia time, Singapore based Momentum Works had their one hour Apples to Apples: Benchmarking Shopee, Grab, GoTo and other major tech platforms webinar (the page for the accompanied written report is here where you can see some key … Continue reading
Posted in EMS Analysis, Newsletter, Stocks, Technology
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Bukalapak Deep Dive (Compounding Curiosity Podcast)
Posted in Frontier / Emerging Market News, Southeast Asia, Startups, Stocks, Technology
Tagged Asia, Indonesia, SE Asia
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WEBINAR: Apples to Apples: Benchmarking Shopee, Grab and other major tech platforms (Momentum Academy)
Posted in China, Fund Manager News & Research, Southeast Asia, Startups, Stocks, Technology
Tagged Asia, China, East Asia, Indonesia, Malaysia, SE Asia, Singapore, Thailand, Vietnam
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JD.com’s Asset-Heavy Model And Logistics Network To Drive Margin Expansion (Seeking Alpha) JD.com, Inc (NASDAQ: JD)
Posted in China, Frontier / Emerging Market News, Stocks, Technology
Tagged Asia, China, East Asia
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MercadoLibre: High-Quality Exposure To Emerging Markets (Seeking Alpha)
Posted in Frontier / Emerging Market News, Latin America, Stocks, Technology
Tagged Latin America
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2023 Southeast Asia Internet Report (Asian Partners)
Posted in Fund Manager News & Research, Southeast Asia, Startups, Stocks, Technology
Tagged Asia, SE Asia
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PE Deals in Asia-Pacific Fall in 2022 as US Investors Drop China for India (Business Standard)
Posted in China, Frontier / Emerging Market News, India, Startups, Technology
Tagged Asia, China, East Asia, India, South Asia
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Case Study Series – Meituan: Finding Business Clarity (Momentum.Asia)
Posted in China, Fund Manager News & Research, Stocks, Technology
Tagged Asia, China, East Asia
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Forget Big Tech—Emerging Market Stocks Will be the Leaders of the Next Decade as India Takes China’s Thunder, Morgan Stanley IM Says (Fortune)
Posted in China, Frontier / Emerging Market News, India, Latin America, Southeast Asia, Startups, Stocks, Technology
Tagged Asia, China, East Asia, India, Latin America, Mexico, SE Asia, South Asia, Vietnam
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What is BharOS, the New Mobile Operating System Made in India That Wants to Take on Android? (FirstPost)
Posted in Frontier / Emerging Market News, India, Technology
Tagged Asia, India, South Asia
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Southeast Asian Food Delivery Players, Grab, GoTo Face Slump as Spending Growth Slows to Four-Year Low (Tech Times)
Posted in Fund Manager News & Research, Southeast Asia, Stocks, Technology
Tagged Asia, Indonesia, Malaysia, Philippines, SE Asia, Singapore, Thailand, Vietnam
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Corporate Earnings Will Have to Justify the Valuations, Says Motilal Oswal’s Raamdeo Agrawal (Money Control)
Posted in Frontier / Emerging Market News, India, Technology
Tagged Asia, India, South Asia
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The VinFast VF8 Is Simply Not Ready for America (Jalopnik)
The electric-car startup brought me to its Vietnam headquarters to drive its first EV meant for the U.S. market. It was the most bizarre experience of my life. VinFast flew me from Columbus, Ohio, to San Francisco, put me in … Continue reading
Posted in Companies, Frontier / Emerging Market News, Southeast Asia, Startups, Technology
Tagged Asia, SE Asia, Vietnam
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The USA Is Still Not The Most Innovative Country In The World (Zero Hedge)
In the infographic below, Visual Capitalist’s Dorothy Neufeld ranks the world’s most innovative economies using data from the UN’s WIPO Global Innovation Index. READ MORE
Energy Politics Cloud Mexican Bid To Join US Semiconductor Rush (Reuters via IB Times)
U.S. Commerce Secretary Gina Raimondo said in September a $52.7 billion U.S. bill known as the Chips Act would also create “significant opportunities” for Mexico in the energy and water-intensive semiconductor industry. But according to interviews with over a dozen … Continue reading
Posted in Frontier / Emerging Market News, Latin America, Technology
Tagged Latin America, Mexico
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US Adds 36 Chinese Companies to Export Blacklist, Including Country’s Top Flash Memory Chip Maker (SCMP)
Biden administration also removed 25 Chinese firms from another trade watch list after successful end-user checks READ MORE
Posted in China, Frontier / Emerging Market News, Technology
Tagged Asia, China, East Asia
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Apple Plans to LEAVE China as COVID Protests Delay Production of Its Products: Tim Cook Could Move Factories to India and Vietnam After Brutal Lockdown at iPhone Plant Mean Key Deliveries Won’t Arrive in Time for Christmas (Daily Mail)
Apple has accelerated plans to move its productions outside Zhengzhou, China – where iPhone City is located – in recent weeks COVID-19 protests and wage disputes have broken out in the city, leaving Apple’s busiest time of year in shambles … Continue reading
Posted in China, Frontier / Emerging Market News, India, Southeast Asia, Stocks, Technology
Tagged Asia, China, East Asia, India, SE Asia, South Asia, Vietnam
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Apple Makes Plans to Move Production Out of China (WSJ)
Apple Makes Plans to Move Production Out of China (WSJ)
Posted in China, Frontier / Emerging Market News, Stocks, Technology
Tagged Asia, China, East Asia
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Blocked in the West, Huawei Eyes Emerging Markets (Asia Times)
Chinese tech giant outlines plan to sustain its international business with rural and clean-energy projects in Africa, Middle East and SE Asia Wednesday’s forum appeared to outline at least one aspect of the company’s new international strategy. The event was … Continue reading
Posted in China, Companies, Frontier / Emerging Market News, Middle East, Southeast Asia, Stocks, Technology
Tagged Asia, East Asia, Middle East, SE Asia
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‘Once-in-a-lifetime Opportunity’: How a Mass Lockdown at the World’s Biggest iPhone Factory is India’s Big Chance to Beat out China as Apple’s Favorite Supplier (Fortune)
Note: See India ADRs, India ETFs and India Closed-End Funds. The consequences of China’s zero-COVID policy is an “absolute gut punch for Apple in its most important holiday quarter,” Dan Ives, managing director at investment firm Wedbush Securities, tweeted last week. “We estimate this negatively impacting roughly 3% of … Continue reading
Posted in China, Frontier / Emerging Market News, India, Stocks, Technology
Tagged Asia, China, East Asia, India, South Asia
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How is TSMC Still Growing? (Asianometry)
Thoughts on TSMC Q3 2022 Earnings TSMC believes that the semiconductor industry – moving in line with the economy – is going to take a bath next year. I don’t really have anything to add right now except I think … Continue reading
Posted in Frontier / Emerging Market News, Technology
Tagged Asia, East Asia, Taiwan
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Export Controls, Xi’s S&T Dreams, and “Technological Vassaldom” (ChinaTalk)
I should have made more explicit that the first dozen tweets were not my own analytical takes but rather those of @lidangzzz, a prominent tech influencer and US-based entrepreneur. Regardless of how narrowly Washington tries to draw the impact of … Continue reading
Posted in China, Frontier / Emerging Market News, Technology
Tagged Asia, China, East Asia
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“This Is What Annihilation Looks Like”: Biden Export Controls ‘Wreaking Havoc’ On China’s Chip Industry (Zero Hedge)
A Twitter thread translated by Rhodium Group China expert Jordan Schneider – whose blog, China Talk, can be found here, provides keen insight into the effects of the Biden administration’s new export controls on the chip industry. READ MORE
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Tagged Asia, China, East Asia
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The US Government’s New Export Controls are Wreaking Havoc on China’s Chip Industry (Twitter Thread)
THREAD: The US government’s new export controls are wreaking havoc on China’s chip industry. New rules around “US persons” are driving an “industry-wide decapitation.”
Posted in China, Frontier / Emerging Market News, Technology
Tagged Asia, China, East Asia
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US Citizens at Chinese Chip Firms Caught in the Middle of Tech War After New Export Restrictions (SCMP)
Washington’s latest export restrictions prohibit ‘US persons’ from supporting the ‘development or production’ of chips at targeted Chinese firms. Several C-suite executives at affected companies worked in the US semiconductor industry and gained citizenship before returning to China. According to … Continue reading
Posted in China, Frontier / Emerging Market News, Technology
Tagged Asia, China, East Asia
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Mercado Libre CFO Talks E-commerce Markets, Fintech Services, Crypto, Outlook (Yahoo! Finance)
NOTE: Online retailer Mercado Libre (NASDAQ: MELI) services 18 countries across Latin America and has recently expanded into banking services and cryptocurrency. So Mexico has been extremely strong for quite some time now, very competitive market. We continue to be market leaders. Brazil is still the largest market. It … Continue reading
Posted in Frontier / Emerging Market News, Latin America, Stocks, Technology
Tagged Brazil, Chile, Colombia, Latin America, Mexico, Peru
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‘Winter Is Coming,’ Taiwan Warns as Exports Slow to a Crawl (Bloomberg)
“Winter Is Coming”: Taiwan Export Slowdown Implies Darkening Clouds For Global Economy (Zero Hedge) ‘Winter Is Coming,’ Taiwan Warns as Exports Slow to a Crawl (Bloomberg) Imports also decelerated, rising by 3.5% in August, compared to a 19.4% expansion in July. Economists were … Continue reading
Posted in Frontier / Emerging Market News, Technology
Tagged Asia, East Asia, Taiwan
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Emerging Market Stocks are Struggling in an Intangible World (Economist)
Developing economies spend far less on r&d. Of those typically included in emerging-market indices, only South Korea and Taiwan surpass American r&d spending, which sits at 3.5% of gdp. The equivalent figure in China is 2.4%, and the government’s campaign … Continue reading
Posted in Investing Tips, Startups, Technology
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China’s Trillion-Dollar Research Funds Squandered On Travel and Leisure (Epoch Times via ZeroHedge)
Posted in China, Corruption, Frontier / Emerging Market News, Technology
Tagged Asia, China, East Asia
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Alibaba, JinkoSolar Hold Onto Investor Favor After China Stock Sell-Off (Caixin)
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Tagged Asia, China, East Asia
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Vietnam to make Apple Watch and MacBook for first time ever (Nikkei Asia)
Vietnam to make Apple Watch and MacBook for first time ever (Nikkei Asia) $ (Non-Paywalled) The earphones were among the first Apple products whose assembly was shifted out of China after a trade war between Washington and Beijing broke out under former U.S. … Continue reading
Posted in China, Frontier / Emerging Market News, Southeast Asia, Stocks, Technology
Tagged Asia, China, East Asia, SE Asia, Vietnam
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Companies Draw Up Contingency Plans On Chinese Invasion Risk (ZeroHedge)
Posted in China, Frontier / Emerging Market News, Southeast Asia, Stocks, Technology
Tagged Asia, China, East Asia, SE Asia, Taiwan, Vietnam
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Bolstering Building Blocks and Silicon Shields (Franklin Templeton)
Posted in ETFs, Fund Manager News & Research, Technology
Tagged Asia, East Asia, Taiwan
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Graft Scandal Casts Long Shadow Over China’s Chipmaking Ambitions (Caixin via Straits Times)
Posted in China, Corruption, Frontier / Emerging Market News, Technology
Tagged Asia, China, East Asia
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As Global Funding Dries Up, Mexico’s Delivery Startups See an Opportunity (rest of world)
Posted in Frontier / Emerging Market News, Latin America, Technology
Tagged Latin America, Mexico
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Rappi Mafia: How a Delivery Startup Took Over Colombia’s Tech Scene (Rest of the World)
The Colombian unicorn’s alumni are outpacing the PayPal mafia in startup creation. READ MORE
Posted in Frontier / Emerging Market News, Latin America, Startups, Technology
Tagged Colombia, Latin America
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Economic Chaos of a Taiwan War Would Go Well Past Semiconductors (Bloomberg)
According to a RAND Corporation study, a war lasting one year would slash America’s gross domestic product by a painful 5% to 10%. But it would gut China’s gross domestic product by an excruciating 25% to 35%. And lest Americans … Continue reading
Posted in China, Frontier / Emerging Market News, Technology
Tagged Asia, China, East Asia, Taiwan
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How Realistic are China’s Chip Ambitions? (The Asset)
Despite big aspirations – and big investment – China has struggled to catch up with the US in an economically and strategically vital industry, and will continue to face significant barriers to progress. But a number of factors – from … Continue reading
Posted in China, Frontier / Emerging Market News, Technology
Tagged Asia, China, East Asia
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A Chinese Invasion Of Taiwan Could Unleash An Economic Disaster (1945)
Taiwan presently accounts for 92% of the world’s semiconductor manufacturing capacity, and should China invade the sovereign territory, those manufacturing facilities may wind up destroyed. Last year, American academics recommended that Taiwan threaten to destroy its own factories to deter … Continue reading
Posted in China, Frontier / Emerging Market News, Technology
Tagged Asia, China, East Asia, Taiwan
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Are Big Tech Stocks Following in the Footsteps of Their Chinese Counterparts? Part Deux (The Felder Report)
The lesson that might be gleaned from China’s experience is that a reset in valuations for US tech stocks may not be complete until the Fed’s monetary tightening has first been completed. What’s more, it’s not just the “P” in … Continue reading
Posted in China, Fund Manager News & Research, Stocks, Technology
Tagged Asia, China, East Asia
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Latin America’s Unicorns Face a Reckoning as VCs Flee Risk (Bloomberg)
The region’s startups are watching investors pull out, after committing an unprecedented $16 billion in 2021. READ MORE
Posted in Frontier / Emerging Market News, Latin America, Startups, Stocks, Technology
Tagged Brazil, Chile, Latin America
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2022 Outlook Report: China’s New Roar in the Year of the Tiger (KraneShares)
China’s roar has changed entering the year of the tiger. China will now emphasize quality over speed, not GDP growth at all costs. In the internet sector, blindly adding new users will take a backseat to innovation and quality of … Continue reading
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Tagged Asia, China, East Asia
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Tech Trends and More in 2022 and Beyond (Franklin Templeton)
Beyond the pandemic, there are long-term technology trends shaping the future in emerging markets, according to Franklin Templeton Emerging Markets Equity’s Chetan Sehgal and Andrew Ness. They say resilient technology demand is a multiyear tailwind for emerging markets. READ MORE
Is India the Next Internet and Digitalization Frontier? (Franklin Templeton)
Away from the spotlight on China’s internet industry, India’s digital push has been gaining speed. Franklin Templeton’s Emerging Markets Equity team highlights the trends to watch. READ MORE
Posted in Fund Manager News & Research, India, Technology
Tagged Asia, India, South Asia
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China’s Tech Revolution: Unprecedented Scale, Mixed Results (NinetyOne)
In December 2020, China’s Chang’e 5 mission touched down on the moon to collect rock samples. Three weeks later, the lunar module returned to earth carrying a cargo of more than four pounds of samples, the first such mission to … Continue reading
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Tagged Asia, China, East Asia
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Fall 2021 China Internet Earnings Report: Baidu on AI, Autonomous Driving, & An Open Internet Marketplace (KraneShares)
KraneShares recently heard from Juan Lin, Head of Investor Relations at Baidu, during an investor call organized by The Benchmark Company. Lin provided an overview of Baidu’s experience with new regulations as well as multiple exciting initiatives including AI cloud services … Continue reading
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Tagged Asia, China, East Asia
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Key Apple, Tesla Suppliers Halt Production Amid China Power Crunch (Nikkei Asia)
Several key Apple and Tesla suppliers have halted production at Chinese facilities to comply with Beijing’s tighter energy consumption policy, putting supply-chain continuity at risk during a peak season for electronics goods including the latest iPhones. READ MORE (GOOGLE CACHE)
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Tagged Asia, China, East Asia
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China Venture Capital Deals Shrink Amid Regulatory Concerns (Nikkei Asia)
Overseas investors scaled back venture capital deals in China in August as the country’s regulatory crackdown on the tech sector prompted many to rethink their approach. The pressure from Beijing has cast doubt on whether Chinese companies would be able to … Continue reading
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Tagged Asia, China, East Asia
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Alibaba Squeezed by Crackdown as JD.com and Pinduoduo Pounce (Nikkei Asia)
China’s crackdown on Big Tech has shifted the balance in the country’s e-commerce market, with JD.com and Pinduoduo continuing to thrive while industry leader Alibaba bears the brunt of the damage, earnings releases show. READ MORE (GOOGLE CACHE)
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Tagged Asia, China, East Asia
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Southeast Asia’s Internet Economy: On a Fast Track (Franklin Templeton)
Conditions have been ripe for Southeast Asia’s e-transformation, and COVID-19 has acted as an accelerant, according to Claus Born and Yi Ping Liao of Franklin Templeton’s Emerging Markets Equity team. They see three secular growth opportunities that stand out for investors: … Continue reading
Posted in Fund Manager News & Research, Southeast Asia, Technology
Tagged Asia, SE Asia
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The Future of Youth: Introducing Aisha – Hypothetical Future Teenager in India (Wellington Management)
Through the story of Aisha, a hypothetical future teenager in India, Wellington Management explores how technological disruption will transform how young people prepare for work through education, their forms of entertainment, and how they develop new relationships. READ MORE
Posted in Fund Manager News & Research, India, Technology
Tagged Asia, India, South Asia
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Vietnam Emerges as Southeast Asia’s Next Fintech Battleground (Nikkei Asia)
Roughly 80% of commerce in Vietnam is done offline, but that is quickly changing thanks to red-hot competition between dozens of fintech startups vying to get their apps on the first page of millions of smartphones in the country. Analysts predict … Continue reading
Posted in Frontier / Emerging Market News, Southeast Asia, Startups, Technology
Tagged Asia, SE Asia, Vietnam
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Zomato IPO Shows Foreign Investors Fueling India’s Tech Battle (Nikkei Asia
A list of 186 “anchor investors” that bought into Zomato’s initial public offering is a symbol of India’s stock market frenzy. The list, which the food delivery company disclosed on July 13 ahead of its stock market debut, includes giant … Continue reading
Posted in Frontier / Emerging Market News, India, Startups, Technology
Tagged Asia, India, South Asia
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Tech and the Consumer have Reshaped Today’s Emerging Markets (Manulife IM)
Today’s emerging markets (EM) are vastly different from what they were just a decade ago. What’s more, some EM-based technology companies have emerged as global market share leaders or close rivals to developed-market peers. In our view, an actively managed … Continue reading
Posted in Brands, Fund Manager News & Research, Technology
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Didi Ekes Out 1% Gain After New York IPO Pop Fizzles (Nikkei Asia)
Shares in Didi Chuxing, China’s largest ride-hailing company, gave up strong initial gains to close with a 1% rise in its U.S. stock market debut Wednesday, as investors questioned the company’s long-term profit path and regulatory headwinds. Didi opened at … Continue reading
Posted in China, Frontier / Emerging Market News, Startups, Stocks, Technology
Tagged Asia, China, East Asia
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Dingdong IPO: What to Know About Dingdong (City Index)
Chinese grocery app Dingdong has seen a rise fuelled by ample funding and strong lockdown demand. Here’s everything you should know about the business following its US IPO filing. READ MORE
Posted in China, Frontier / Emerging Market News, Startups, Stocks, Technology
Tagged Asia, China, East Asia
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Chinese Tech IPOs in US Rebound After Two-Month Lull (Nikkei Asia)
Chinese technology companies, backed by big names such as Tencent and JD.com, are flocking to New York for initial public offerings once again, reviving a record-setting flow that had slowed after a streak of weak openings amid shaky markets. Driving the … Continue reading
Posted in China, Frontier / Emerging Market News, Startups, Technology
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Grab’s $40bn SPAC Plan Puts CEO Anthony Tan in Driver’s Seat (Nikkei Asia)
Singapore-based Grab has big plans to go public by the end of this year. Managed through a special purpose acquisition company, or SPAC, the move is set to give CEO Anthony Tan 60.4% of the voting rights but only a … Continue reading
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Who Leads in Southeast Asia in Digital Payment Adoption? (The Asset)
Southeast Asia is going cashless. Around 85% of consumers in the region use some form of digital payment ranging from contactless cards to e-wallets, according to the latest Consumer Payments Attitudes Study by payments company Visa. Singapore leads the way … Continue reading
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India’s Fintech Unicorns Eye Southeast Asia Expansion (Nikkei Asia)
India’s most valuable fintech startups are entering Southeast Asia, bringing a fresh wave of competition for a slice of the region’s young shoppers. Players like Pine Labs, Zeta Services and Razorpay will have to go up against established local giants such … Continue reading
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China Tech Crackdown Cycle Nearing an End, Fidelity’s Equity Fund Manager Says (SCMP)
‘I have a view that we are closer to the end of the cycle,’ equity fund manager Jie at Fidelity says. Hang Seng Tech Index has slumped 25% from mid-February peak while the ‘ATM’ stock trio have lost US$400 billion … Continue reading
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Value of 10 Chinese Tech Majors Fall Over $800bn Since February (Nikkei Asia)
China’s once-popular technology companies are losing their shine, with their share prices plunging over the last few months, as investors grew nervous of government clampdowns in the sector. READ MORE (GOOGLE CACHE)
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Chinese Technology Firms’ Demand for Office, Research Space Surges as Beijing Pushes for Greater Self-Reliance amid US Tensions (SCMP)
Investment in office space, research facilities in technology parks topped US$2.25 billion in first quarter, an all-time high Active technology, media and telecoms companies in the office market show the government’s incentives have taken effect, analyst says China’s efforts to … Continue reading
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US-China Tech War: Beijing’s Secret Chipmaking Champions (Nikkei Asia)
This effort to localize production has been the opportunity of a lifetime for a new generation of Chinese chip champions like Yangtze Memory Technologies Co (YMTC) and their suppliers, whose fortunes have risen sharply following the start of the U.S.-China … Continue reading
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Asia Tech — Innovation Beyond the Index: Q&A (Wellington Management)
Wellington Management believes Asia tech is the future innovation hub of the world, offering a long runway for growth driven by technological disruption. The region is the population center of the globe, the backbone of tech’s supply chain and manufacturing … Continue reading
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India Emerges as China’s Tech Challenger with Record Unicorn Run (Nikkei Asia)
India is rapidly closing the gap with China in minting new unicorns — privately held startups valued at $1 billion or more — highlighting growing investor appetite for tech startups in the country as the pandemic accelerates the adoption of … Continue reading
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Bilibili Fights for China’s Online Audience With $2.6bn Listing (Nikkei Asia)
Bilibili has been touted as China’s answer to YouTube. It has over 100 million users, 1.9 million content creators and has just completed a second stock listing to pull in billons of dollars in funding. But as the company diversifies and … Continue reading
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Indonesia Seen Producing at Least 10 More Unicorns by 2030 (The Asset)
“The fastest lane to creating wealth will come from technology and startups, with these founders becoming billionaires after building unicorns,” Chandra Tjan, co-founder and general partner at Southeast Asia venture capital firm Alpha JWC Venture, tells The Asset in an interview. “There … Continue reading
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Cash Splash: How Sea Became Southeast Asia’s Biggest Public Company (Nikkei Asia)
At a valuation of $120 billion, Sea has become Southeast Asia’s largest public company, as the e-commerce powerhouse rides the wave of digital shopping accelerated by the pandemic. Now, this rapid growth has its rivals, including Gojek, Grab and Tokopedia, weighing … Continue reading
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The Clash of China’s Social Media Titans (NIKKEI Asia)
China’s internet giant Tencent Holdings and rising challenger ByteDance are fighting an all-out war with escalating turf battles and legal tussles even as the country’s regulators toughen scrutiny of big tech’s market power. The pair are clashing across multiple business … Continue reading
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After Coupang Soars in US IPO, Can it Deliver For the Long Term? (Nikkei Asia)
This week saw the SoftBank-backed Coupang make one of the splashiest public debuts on the U.S. stock market since Alibaba Group Holding wowed investors in 2014. Over the past decade, the e-commerce company has carved out a major slice of South … Continue reading
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China Guides its Self-driving Startups Into the Fast Lane (Nikkei Asia)
China is fighting to take the global lead in autonomous driving as the regulatory ground for the technology shifts. Analysts see authorities’ willingness to allow aggressive experiments as a major advantage in the Asian giant’s fierce competition with the U.S. READ … Continue reading
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China Self-driving Sector Shifts Into Top Gear (The Asset)
Although the prediction that millions of self-driving cars would have been on the road by 2020 has proved a bit too optimistic, developments in the field are quite encouraging… And investors, realizing the huge opportunities opening up in the sector, … Continue reading
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Asia & China Equities – Outlook in 3-D: Domestic, Digitalisation, Diversification (BNP Paribas)
Chinese and Asian equities roared back in 2020, outperforming peers thanks in no small part to effective control of the COVID pandemic. Asia remains the engine of global growth in 2021, helped by the emergence of significant intra-Asia trade. China, … Continue reading
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Look Out Tesla, SAIC’s $4,500 Electric Car Takes China by Storm (Nikkei Asia)
The Hong Guang Mini electric car cannot travel as fast or as far as a Tesla, but that has not stopped it from outpacing the Model 3 to become one of China’s bestselling new-energy vehicles. Now, the world’s top automakers are … Continue reading
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Four Things to Know About Threats to China’s Payment Giants (Caixin)
Now, after a virtually unfettered decade-long boom, Alipay and WeChat Pay face sweeping regulatory changes to crimp their dominance, build a more level playing field for competitors and control potential risks. But the rules aren’t just aimed at these two … Continue reading
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Taiwan’s Economy Feels Heat as TSMC Feeds Global Chip Boom (Nikkei Asia)
The global chip boom is a boon for TSMC and the rest of Taiwan Inc., with local wages and the economy on the rise as factories shift into high gear to meet demand. But how long can the island cope with … Continue reading
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Housebound Consumers Lift Lenovo to Record Revenues & Profits (HKEXnews)
• Group revenue and profit attributable to equity holders increased by 22 and 53 percent year-on-year, respectively, to all-time highs, thanks to operational excellence, product innovation, and quick time-to-market to capture new demand across business groups• Software and Services business, … Continue reading
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China Tech Giants Accused of ‘Bullying’ Consumers with Algorithms (Caixin)
A government-backed Chinese consumer group has accused the nation’s tech giants of using their data-based algorithms to “bully” consumers and put them at a disadvantage. READ MORE (CACHED ARTICLE)
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An Optimist’s Guide to 2021 in Asia (Nikkei Asia)
Over 2020, the spread of the new coronavirus strain has turned the world on its head. The associated effects — of recessions, grounded planes, closed schools and locked-down cities — have led many to call the past year the worst … Continue reading
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Turkey’s Arcelik Targets Asian Growth with Hitachi Deal (Nikkei Asia)
Arcelik, Turkey’s leading appliance maker, is spending $300 million to buy Hitachi’s foreign home appliance unit, in a push to blanket most of Asia, including India, Southeast Asia and China. READ MORE (CACHED ARTICLE)
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Asian Flying Cars Aim to Soar Over Walls of Global Regulation (Nikkei Asia)
Flying cars are no longer the stuff of science fiction, with startups from China to Japan to Australia making breakthroughs and winning the attention of aviation giants such as Boeing. But while these companies may get cleared for takeoff at home, … Continue reading
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Indonesia’s Unicorns Lure US Tech Giants From Google to Facebook (Nikkei Asia)
Southeast Asia’s No.1 digital economy attracts payment deals and cloud services The biggest names in American tech, including Microsoft and Amazon, have their eyes on Indonesia as they cut massive deals in Southeast Asia’s largest economy, which has benefited from … Continue reading
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China’s Auto Brands Fail to Shine in Race With Foreign Rivals (Nikkei Asia)
China’s domestic car brands have a problem: Despite years of innovation and state support, they continue to struggle with winning over customers, who prefer foreign brands such as Volkswagen and Toyota. What is the industry to do? For many, the answer … Continue reading
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Small But Mighty: Emerging Market Trends on the Cutting Edge of Change (Franklin Templeton)
Small companies can lead to mighty investment opportunities. Here’s a look at why Franklin Templeton Emerging Markets Equity’s Chetan Sehgal, Krzysztof Musialik and Jordan Pong are excited about smaller companies today. READ MORE
Malaysia’s Astro Targets Netflix and Amazon with Streaming Launch (Nikkei Asia)
Southeast Asia’s largest pay TV operator, Astro Malaysia Holdings, aims to start a streaming service next year to take on deep-pocketed rivals Netflix and Amazon Prime. The strategy shift comes as more Malaysians are ditching pay TV for digital and mobile … Continue reading
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Inside the US Campaign to Cut China Out of the Tech Supply Chain (Nikkei Asia)
What began as U.S. government pressure on American companies to boycott specific Chinese entities has become a concerted effort to force non-U.S. suppliers to join a wholesale blockade of Chinese technology. For global tech suppliers, keeping both superpowers onside comes at … Continue reading
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Here Are 4 Technology Trends From Emerging Economies (WEF)
Emerging economies are experimenting with new technologies and shaping the regulatory landscape, but digital access is still highly unequal. Large-scale investment in infrastructure and innovation is crucial for building an inclusive digital future. COVID-19 has highlighted the need for international … Continue reading
Will Meituan Become Hong Kong’s Tesla? (The Asset)
The era of BAT (Baidu, Alibaba and Tencent) may be coming to an end this year with the rise of Meituan Dianping, now China’s third largest technology company with a market capitalization of over US$175 billion. Despite the recent correction … Continue reading
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China’s Ant Eyes Southeast Asia e-Payment Dominance with IPO (Nikkei Asian Review)
At an estimated $30 billion, Ant Group’s upcoming IPO could break records, and the Chinese payment giant is already hatching plans to use this windfall to turn its Alipay into the dominant e-payment player in Southeast Asia. With India and the … Continue reading
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China’s Local Governments Ride to the Rescue of EV Startups (Nikkei Asian Review)
Local governments in China are enthusiastically backing electric vehicle startups in the hope of producing powerful rivals to the likes of Tesla. But their support also carries the risk of drawing increased scrutiny from the U.S. READ MORE (CACHED ARTICLE)
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Health Care: The Next Wave of Innovation in China (Franklin Templeton)
Franklin Templeton’s Emerging Markets Equity team’s Michael Lai and Elizabeth Wu take a look at a new breed of innovative enterprises in China that could transform health care outcomes in the years ahead. READ MORE
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The Luckin Scandal: Fake Sales, Power Struggles and a ‘Broken Model’ (Nikkei Asian Review)
Last year, Luckin Coffee was the darling of Chinese startups — it boasted more outlets in China than Starbucks and listed on the U.S. Nasdaq to great fanfare. It has since been delisted and faces the real danger of collapsing. … Continue reading
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PwC China Unicorn Survey 2019: Harnessing Innovation For Hypergrowth (PwC)
In sectors ranging from transportation to media, Chinese unicorns are now world leaders and more are emerging all the time. Though the full effect of the coronavirus outbreak on China’s economy is currently unknown, the fact is that — over … Continue reading
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What Makes Asia−Pacific’s Generation Z different? (McKinsey & Co)
In an effort to understand the distinctive ways that Gen Zers research, consider, purchase, and use products, in the second half of 2019 McKinsey surveyed more than 16,000 consumers in six countries—Australia, China, Indonesia, Japan, South Korea, and Thailand.1 Then we … Continue reading
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The New Emerging Market Landscape: Taking Leadership in Technology (Franklin Templeton)
In the final post of a three-part series, the Franklin Templeton Emerging Markets Equity Team explains how emerging market companies are innovating. READ MORE
Tech News: The Weird World of Social Media Influencers (Business Report)
In the world of influence marketing the types of influencers are usually divided into six categories, namely mega, macro, micro, advocates, referrers and loyalists. In South Africa these social influencers can easily make between R500 and R10 000 per posting … Continue reading
Huawei Turns to Mobile Chip Rivals to Beat US Pressure (Nikkei Asian Review)
Huawei Technologies is seeking help from rival mobile-chip makers to withstand a U.S. clampdown aimed at crippling the Chinese company, sources familiar with the matter told the Nikkei Asian Review. Huawei is in talks with MediaTek, the world’s second-largest mobile chip … Continue reading
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LG and Samsung in Full Retreat Before Chinese Flat-panel Onslaught (Nikkei Asian Review)
South Korea’s display panel makers are in trouble. LG Display, the world’s top manufacturer of liquid crystal display panels, posted a record loss for the fiscal year ended last December, while Samsung Electronics plans to pull out of the large LCD panel business … Continue reading
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How China’s Chip Industry Defied the Coronavirus Lockdown (Nikkei Asian Review)
Most high-speed trains have not stopped in Wuhan since Chinese authorities locked down the city on Jan. 23, in an attempt to control the outbreak of the novel coronavirus that originated there. Most, but not all. Some have kept special … Continue reading
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China Icebergs: Forces That Could Reshape the World (PineBridge Investments)
What do flying driverless taxis, disease diagnoses by artificial intelligence, and ride-hailing mobility services have in common? They’re existing businesses breaking the surface of China’s fast-growing consumer driven market – with the potential to drive change across the world. China’s … Continue reading
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Looking Past the Hang-Ups for Asia’s Smartphone Industry (Franklin Templeton)
As tensions remain high over ongoing US-China trade negotiations, we recognize all eyes will be on the next development in the tit-for-tat tariff saga. Given the globalized nature of the supply chain, technology products are at the center of this … Continue reading
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Inside Huawei’s Secret Plan to Beat American Trade War Sanctions (Nikkei Asian Review)
Huawei is leading a wave of de-Americanization in China’s tech world as it quietly ramps up orders from Asian suppliers in its quest to beat U.S. sanctions. READ MORE
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Podcast: Electric Vehicles in Emerging Markets (BNP Paribas AM)
This 12-minute podcast explores the scope for electric vehicles to develop in India and other global emerging markets. READ MORE
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DouYu Ends First Day at Its Offer Price in $775 Million IPO (Bloomberg)
DouYu closes first day of trading at its $11.50 offer price Listing is biggest in U.S. by Chinese firm since Tencent Music Chinese video-game live-streaming platform DouYu International Holdings Ltd. ended flat in its trading debut after its $775 million U.S. initial … Continue reading
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Tencent Chases Alibaba for Cloud Computing Supremacy (Nikkei Asian Review)
When Jack Ma and Pony Ma shared a stage at the 2010 IT Leaders Summit in Shenzhen, the two hugely influential Chinese technology tycoons were asked what they thought of the still-nascent field of cloud computing. The men, who are … Continue reading
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Asia300 Power Performers: Tech’s Wild Ride (Nikkei Asian Review)
Nikkei Asian Review’s cover story this week features the fourth annual Asia300 Power Performers ranking. South Korean semiconductor manufacturer SK Hynix topped the list, reflecting the global tech boom, which came to an end last year. Coming in at Nos. 9, … Continue reading
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Huawei Says U.S. Ban Hurting More Than Expected, to Wipe $30 Billion Off Revenue (Reuters)
China’s Huawei Technologies Co Ltd has taken a harder-than-expected hit from a U.S. ban, the company’s founder and CEO Ren Zhengfei said, and slashed revenue expectations for the year. Ren’s downbeat assessment that the ban will hit revenue by $30 … Continue reading
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Buying Craze for Saudi Telecom Stocks Has Analysts Frowning (Bloomberg)
Zain, Mobily are the best performers in main index in 2019 Analysts say many retail investors are betting on dividends but most analysts see the gain as unsustainable. Mobile Telecommunications Co., or Zain KSA, and Etihad Etisalat Co. have risen more … Continue reading
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Ayala: Duterte’s China Pivot Transforms Philippines’ Oldest Conglomerate (Nikkei Asian Review)
In 1989, Philippine conglomerate Ayala teamed up with two Japanese corporate giants to develop an industrial park south of Manila, cashing in on Japan Inc.’s bubble-era enthusiasm for overseas expansion. Thirty years later, Ayala is taking a page from its 1989 playbook, … Continue reading
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China to South America: Consumer Technology Growth in Emerging Markets (KraneShares)
Many investors are attracted to emerging markets because of their low valuations relative to the United States. However, stocks with low valuations without a catalyst for growth do not necessarily make good investments. Broad-based emerging market funds are dominated by … Continue reading
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Tencent, Alibaba and the Fight to Control China’s Online Ecosystem (Nikkei Asian Review)
Alibaba Group Holding and Tencent Holdings both exceeded expectations and reported healthy quarterly earnings on May 15, as China’s two largest internet companies appear set to fight for dominance in the country’s online sector. READ MORE
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Emerging Markets: The World’s Innovation Lab (Lazard)
Summary • The nature of the emerging markets has changed fundamentally. Information technology now dominates the asset class that investors formerly viewed as a “natural resources play.” • Lacking the developed world’s physical infrastructure, the emerging markets were quick to … Continue reading
After Jack: Alibaba Searches for New Growth in the Post-Ma Era (Nikkei Asian Review)
Jack Ma is due to retire as the head of Alibaba in September. Can Chief Executive Daniel Zhang Yong deliver the same blockbuster results that the Chinese tech giant has enjoyed under the leadership of its charismatic founder? The Nikkei Asian … Continue reading
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China: Innovation Superpower (Wellington Management)
Technological and scientific advances are changing the investment landscape in China. Find out which sectors may offer attractive opportunities. Key points China has gone from a low-value, high-volume manufacturing hub to a market with more high-quality companies to choose from. … Continue reading
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Top Risks 2019: Bad Seeds (Eurasia Group)
This 27-page report by Eurasia Group explores the top geopolitical risks facing the world in 2019, and their effects on the global economy and investment: Bad seeds US-China Cyber gloves off European populism The US at home Innovation winter Coalition … Continue reading
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Billion-dollar Tech Startups Hold Promise for China’s Economy (Nikkei Asian Review)
China has become a land of unicorns, home to at least 70 unlisted startup companies valued at $1 billion or more. And the government is counting on them to work some much-needed magic on the private sector. Bands of the … Continue reading
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The Incredible Rise of Pinduoduo, China’s Newest Force in eCommerce (TechCrunch)
From Alibaba to JD, China is not short of e-commerce powerhouses. Although the country’s e-commerce market is highly consolidated, it’s not impossible for startup teams to crack this market as long as they are solving the right problems for the … Continue reading
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Southeast Asian Tech Hubs Race to Become the Next Silicon Valley (Nikkei Asian Review)
When people think about tech hubs in Asia, the cities most likely to come to mind are likely Shenzhen in China or Bangalore in India. Both are long-recognized as centers of innovation. But investors are now asking themselves, where is … Continue reading
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Why ‘Made in China 2025’ Triggered the Wrath of President Trump (SCMP)
The Chinese government announced the ‘Made in China 2025’ strategic plan in 2015. Aimed at closing the gap with Western hi-tech prowess and lessening China’s dependency on imported technology, it specified 10 areas where the country should take the lead. … Continue reading
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Made in China 2025: How Much of a Threat to West is Beijing’s Tech Plan? (SCMP)
The ‘Made in China 2025’ plan aims to break China’s reliance on foreign technology and pull its hi-tech industries up to Western levels. But it has become a lightning rod for Washington’s ire in its trade war with Beijing. This … Continue reading
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China’s Great Leap Forward in Biotech (Nikkei Asian Review)
The Nikkei Asian Review explores China’s rapid advances in the field of biotechnology, including gene editing and the use of AI and big data to predict a person’s likelihood of developing a given disease. As Chinese biotech startups push ahead … Continue reading
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The Race to Harness AI Technology in Asia (Franklin Templeton)
Artificial intelligence (AI) and automation present enormous investment opportunities, some in ways we don’t even know yet. As the world adapts to technological advances, Franklin Templeton Emerging Markets Equity’s Sukumar Rajah and Eric Mok think some promising developments in Asia … Continue reading
Tesla Has Over 300 Chinese Startups Hot on its Tail (Nikkei Asian Review)
China’s green car policies have become a catalyst for startups that aim to be the country’s answer to Tesla. READ MORE
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Today’s Emerging Markets Embrace Technological Innovation (Franklin Templeton Investments)
Emerging markets have not only embraced the use of technology, but have become global market innovators in many areas. Chetan Sehgal, senior managing director and director of portfolio management, Franklin Templeton Emerging Markets Equity, takes a look at how emerging … Continue reading
Can You 3D-print a Car? This Company Will Mass Print Cars by 2019 for US$10,000 Each (SCMP)
X Electrical Vehicle, from Italy, says it is edging closer to mass production in China of its low-speed 3D-printed cars, which could now be hitting the streets by the second quarter of 2019. Expected to cost just US$9,450, the two-seater … Continue reading
Alibaba-backed Xpeng Emerges as China’s Answer to Tesla (Nikkei Asian Review)
Alibaba-backed EV startup Xpeng chases market leader with feature-rich SUV due out this year. READ MORE
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Decoding Russia’s Tech Sector: A Future Alternative to Oil? (Hermes Investment Management)
During a recent research trip to Russia, we gained valuable insights into the country’s new economy. As the nation’s economic recovery begins to splutter despite a backdrop of higher oil prices, we ask: can Russia’s tech sector provide much-needed balance … Continue reading
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Five Key Trends Driving China’s eCommerce Market (Nielsen)
Nielsen’s e-commerce tracking data, within 34 fast-moving consumer goods categories, shows that in a 12-month rolling average leading up to November 2017, online sales grew 27% versus the year before, whereas offline sales increased only 6% over the same period. … Continue reading
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How Africa’s Tech Generation Is Changing the Continent (NatGeo)
Inspired by Silicon Valley, young entrepreneurs are bringing life-improving innovations to sub-Saharan Africa communities. READ MORE
Southeast Asia is the Next Proxy Battlefield for Chinese Tech (e27)
Southeast Asia, with a huge population of more than 600 million and also a sizable mandarin-speaking population, may serve as the next proxy Chinese tech battlefield. READ MORE
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How Does Tencent Compare With World’s Tech Titans? (Forbes)
With interests as diverse as gaming and mobile payments, Tencent Holdings (OTCMKTS: TCEHY; OTCMKTS: TCTZF) recently announced record earnings for the first quarter of 2017 – a staggering $7.2 billion. The Shenzhen-based firm now has a market capitalization north of … Continue reading
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Why Would the Chinese Pay $1B for a Talking Cat Game? (BloombergBusinessweek)
BloombergBusinessweek has a lengthy article about the strange courtship between Chinese industrial companies and Western game studios like the one that came up with Talking Tom Cat which was sold to Zhejiang Jinke Peroxide Co. The article noted: There’s been a … Continue reading
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Asian Streaming Services Have Content plus Capital to Edge Netflix & Amazon (Nikkei Asian Review)
The Nikkei Asian Review has pointed out how improving Internet connectivity means that Asian video streaming services have taken off and these services are now fighting pitched turf wars – with each other, with regional players and against the big … Continue reading
Posted in Companies, Frontier / Emerging Market News, Stocks, Technology
Tagged Asia
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An Automation or Robot Revolution in China (NYT)
Automation doesn’t elicit the same fear of job losses in China: As car demand grows quickly, ever more factories & workers are needed to produce more cars. READ MORE
Posted in China, Frontier / Emerging Market News, Technology
Tagged Asia, China, East Asia
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Apple Wilts in China as Smartphone Market Heats Up (FT)
Posted in Brands, China, Frontier / Emerging Market News, Technology
Tagged Asia, China, East Asia
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Meet the China ‘Whisperers’ Who Get the Big Deals Done in Silicon Valley (WP)
Posted in China, Frontier / Emerging Market News, Technology
Tagged Asia, China, East Asia
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FLASHBACK: When One App Rules Them All: The Case of WeChat and Mobile in China (Andreessen Horowitz)
Posted in China, Frontier / Emerging Market News, Startups, Technology
Tagged Asia, China, East Asia
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eCommerce Grows Among Rural Chinese & Easterners (Nielsen)
The second quarter Nielsen Global Survey, which includes the Global Consumer Confidence Index, had some interesting findings for consumer confidence and eCommerce trends in China. To begin with, a willingness to spend among rural Chinese consumers hit 47% in the … Continue reading
Posted in China, Frontier / Emerging Market News, Technology
Tagged Asia, China, East Asia
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Tech Sector Can Power Emerging Market Portfolios (FE Trustnet)
FE Trustnet recently spoke with a couple of top performing emerging market active fund managers who believe the technology sector can power emerging market portfolios. It was noted that the technology sector has been one of the best performing areas … Continue reading
Posted in China, India, Investing Tips, Stocks, Technology
Tagged Asia, China, East Asia, India, South Asia, Taiwan
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Macro Tailwinds That Could Propel China’s Internet Sector (KraneShares)
KraneShares has noted a recent performance uptick of 34.4% (from March 13th until early last week) for Chinese internet stocks and they believe this strong performance can continue because of a couple of macro tailwinds: Onshore Bull Market. From January … Continue reading
Posted in China, Frontier / Emerging Market News, Technology
Tagged Asia, China, East Asia
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Naspers’ Tencent Stake Drives the MSCI South Africa Index’s Returns (KraneShares)
A recent article from KraneShares, see our summary Is Your Emerging Market Strategy Overexposed to These 3 Factors? (KraneShares), outlined three factors which, according to their thesis, should mean a poor performance for emerging markets like South Africa and specifically … Continue reading
Posted in Africa, China, Investing Tips, Stocks, Technology
Tagged Africa, Asia, China, East Asia, South Africa
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China Internet Flash Report: 2015 & Beyond + an Overview of 2014 Results (KraneShares)
KraneShares, the China focused ETF manager which manages the KraneShares CSI China Internet ETF (NASDAQ: KWEB), has just issued a China internet report which concluded that recent developments will allow China internet stocks to deliver attractive total returns compared to … Continue reading
Posted in China, Frontier / Emerging Market News, Technology
Tagged Asia, China, East Asia
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China Internet Update (KraneShares)
In the latest KraneShares China Market Update email, the China focused ETF manager said now is an attractive time to take a position in their KraneShares CSI China Internet ETF (NASDAQ: KWEB) as Chinese internet companies like Alibaba Group Holding … Continue reading
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Tagged Asia, China, East Asia
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Myanmar: Where a SIM Card Price Went From $2,000 to $1.50 (BloombergBusinessweek)
Five years ago, buying a cell phone SIM card in Myanmar would cost $2,000. When the country shifted to a nominally civilian government, its monopolistic state-owned carrier, Myanmar Post and Telecommunications (MPT), cut SIM card prices to $250 by last … Continue reading
Posted in Interesting News, Southeast Asia, Technology
Tagged Asia, Myanmar, SE Asia
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How Huawei Grew and Its Prospects in the US (WSJ)
The Wall Street Journal recently interviewed Chen Lifang, the senior vice president of Huawei Technology Co Ltd (SHE: 002502) – one of the largest global telecommunications players that’s largely unknown in the US. In fact, 65% of Huawei’s revenue now comes from … Continue reading
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Tagged Asia, China, East Asia
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Fund Managers: Why We Couldn’t Resist the Alibaba IPO (FE Trustnet)
In a FE Trustnet article, the managers of the Invesco Perpetual Pacific fund and the Fidelity China Special Situations investment trust explained why they bought into the Alibaba Group Holding (NYSE: BABA) IPO. Starting with William Lam, the manager of the … Continue reading
Posted in China, Fund Manager News & Research, Stocks, Technology
Tagged Asia, China, East Asia
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The 10 Hottest Startups in Asia Right Now (CNN)
CNN’s Virtual Think Tank digital series, which focuses on emerging markets and covers their startups, the power of the middle classes on their economies and the macro environment, has come up with a slideshow about the following ten hot Asia … Continue reading
Global Smartphone Shipments to Reach 1.2Bn This Year on Emerging Market Strength (Juniper Research)
According to the just released Smartphone MarketsTrends, Shares & Forecasts 2014-2019 report from mobile analyst firm Juniper Research, the number of smartphone shipments will approach 1.2 billion this year, an increase of 19% from 985 million in 2013, thanks to … Continue reading
Emerging Markets: Where People Actually Use Google+ (GlobalWebIndex Blog)
The GlobalWebIndex Blog has put together a neat infographic showing something that may surprise many people: Google+ is actually being used and its being used by people in emerging markets. Generally speaking, it is in fast growth emerging markets where … Continue reading
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Microsoft’s Emerging Market Problems: Piracy & Naked PCs (Reuters)
Despite the popularity of the Microsoft Corporation (NASDAQ:MSFT) Windows operating system and Office suite, few people in emerging markets are willing to pay for legitimate copies according to a lengthy Reuters article. In fact, analysts say even buyers of pirate … Continue reading
Posted in Frontier / Emerging Market News, Stocks, Technology
Tagged Asia, China, East Asia
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Israeli Tech Scene Endures During War (WSJ)
As fighting between Israel and Hamas raged over the past week, Israeli tech companies had one of their best runs ever with four IPOs and one acquisition according to the Wall Street Journal. Nevertheless, Yifat Oron, chief executive of Leumitech, … Continue reading
Posted in Frontier / Emerging Market News, Middle East, Startups, Technology
Tagged Israel, Middle East
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Singapore’s GIC Bets on Emerging Market Technolgy Investments (Reuters)
The GIC has taken a series of stakes in information technology companies in markets like China and India in recent months. To read the whole article, Singapore’s GIC bets on emerging market tech investments, go to the website of Reuters.
Posted in China, Fund Manager News & Research, India, Southeast Asia, Technology
Tagged Asia, China, East Asia, India, SE Asia, Singapore, South Asia
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Why Are Digital Content Players Ignoring Emerging Markets? (TNW)
Andrea Boetti, a Business Development Manager at Fortumo which helps web and app developers and digital content merchants build out their monetization strategies for emerging markets, has written an article for the The Next Web to explore why digital music merchants and … Continue reading
Five Reasons Why You Should Wait and Watch Infosys (The Economic Times)
The appointment of SAP’s Vishal Sikka as the CEO of Infosys (NYSE: INFY) clears up some uncertainty for investors, but an article in The Economic Times says that it will be a long haul before any meaningful recovery can be … Continue reading
Indian Media Reactions as Infosys Names SAP’s Vishal Sikka as CEO
The Indian business media is largely rallying behind the recent announcement that SAP’s Vishal Sikka will return home to India as the CEO of Infosys (NYSE: INFY) with the following articles being well worth reading by shareholders: Here’s why new CEO … Continue reading
Posted in Frontier / Emerging Market News, India, Stocks, Technology
Tagged Asia, India, South Asia
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Xiaomi Smartphones Are Coming to an Emerging Market Near You (Bloomberg / Tech in Asia)
Tech in Asia has noted that Southeast Asians have been anticipating the arrival of China based Android smartphone brand Xiaomi into their countries with the brand already launched in the Singapore and Malaysia markets in the past few months. At the … Continue reading
Posted in Brands, China, Frontier / Emerging Market News, Southeast Asia, Stocks, Technology
Tagged Asia, China, East Asia, Indonesia, SE Asia
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How Big of a Threat is China’s Xiaomi to Apple? (Bloomberg)
While nearly all smartphone consumers and technologists outside of China or Southeast Asia have probably never heard of Chinese mobile maker Xiaomi, the company is being billed as that country’s answer to Apple and a potential force to be reckoned with … Continue reading
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Tagged Asia, China, East Asia
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China Mobile has the Largest Share of Chinese Internet Data Traffic But China Unicom Has the Fastest Growth (Umeng)
According to a recent report by Umeng, a Beijing-based mobile analytics firm, China Mobile Ltd (NYSE: CHL) has the largest share of Chinese internet data traffic while China Unicom (Hong Kong) Limited (NYSE: CHU) has seen the fastest growth in the past … Continue reading
Posted in China, Frontier / Emerging Market News, Technology
Tagged Asia, China, East Asia
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Both Apple and Android Use is Growing in Chinese Third-tier Cities (Tech in Asia)
Umeng, a Beijing-based mobile analytics firm, has just released a report comparing smartphone usage in China’s first, second and third-tier cities that should be read by anyone invested in or interested in the mobile space. To begin with, Umeng counts … Continue reading
Posted in Brands, China, Frontier / Emerging Market News, Technology
Tagged Asia, China, East Asia
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The Real Genius Of Steve Jobs: Progressives Ignored Apple’s Labor Achilles Heel?
The New Yorker once published an essay with a theory about the real genius of Steve Jobs being he was a “tweaker,” but perhaps his real genius was to get everyone (especially many “progressives” and the media) to ignore what … Continue reading
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