Frontier Market and Emerging Market Technology News

Arco Platform Limited (NASDAQ: ARCE): Minority Shareholder Are Wary of this Brazil Education Stock

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LG Chem (KRX: 051910): Owns Battery Stock LG Energy Solution (And Might Be the Better Stock to Own)

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LG Energy Solution (KRX: 373220): World’s Biggest Non-Chinese EV Battery Stock

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SK Innovation (KRX: 096770): Raises More Funds and is Making Georgia Battery Plant Productivity Gains

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CATL (SHE: 300750): World’s Largest EV Battery Maker Who Elon Musk Recently Met With

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Semiconductor Manufacturing International Corp (SHA: 688981 / HKG: 0981 / FRA: MKN2): China’s Most Important Chipmaker

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NAURA Technology Group (SHE: 002371): A Potential US-China Chip Conflict Beneficiary

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Hua Hong Semiconductor (HKG: 1347 / FRA: 1HH / OTCMKTS: HHUSF): Plans a $2.6B Shanghai Share Sale to Fuel Expansion

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Advanced Micro-Fabrication Equipment (SHA: 688012): China’s #2 Chip Tool Maker

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ACM Research (NASDAQ: ACMR): Successfully Straddling the US-China Chip Conflict (So Far…)

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Mercurity Fintech Holdings (NASDAQ: MFH): Speculative Chinese Fintech, Blockchain and Bitcoin Stock

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Fangdd Network (NASDAQ: DUO): Can the Online Marketplace Ride Out the Chinese Property Downturn?

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Top 10 Chinese Automakers By Electric Vehicle Sales Stock List & Graphic

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Shanghai Putailai New Energy Tech (SHA: 603659): Financing Europe’s Biggest Anode Plant in Sweden for EV Batteries

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Gotion High-tech Co (SHE: 002074 / FRA: 24U0): The EV Battery Maker Causing a Stir in Michigan

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NetDragon Websoft (HKG: 0777 / FRA: 3ND): First Stock to Try the AI-CEO Gimmick (Ahead of a NYSE Spinoff-Listing)

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Persistent Systems (NSE: PERSISTENT / BOM: 533179): One of India’s Fastest Growing IT Firms You Probably Have Not Heard Of

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MapMyIndia (NSE: MAPMYINDIA / BOM: 543425): Maps Every Door in India

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Bairong Inc (HKG: 6608 / FRA: 6B5): AI/Digital Transformation Services for Chinese Banks

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Is China Still Uninvestable? A Conversation with Navis Jockey Fund (SumZero)

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Why Tencent’s Golden Share Arrangements Could Be Worse for Investors Than Alibaba’s (China Tech Shorts)

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Mexico’s $100-Billion Auto Parts Industry is Reinventing Itself for the EV era (Rest of World)

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Alibaba’s Spinoffs: More Clarity, More Complexity (China Tech Shorts)

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Alibaba Reorg (Interconnected)

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START not FAANG (GAM)

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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)

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RESTRICT China (Interconnected Substack)

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Why Chinese Apps Are the Favorites of Young Americans (WSJ)

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Pinduoduo Research Report (Hayden Capital)

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Should We Automate the CEO? (theHUSTLE)

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[JD.com (JD US) Target Price Change]: Painful Transition Weighs on Both Topline and Margin (Smart Karma)

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Our Thoughts on Grab’s 2022 Q4 and FY Earnings (Momentum Works)

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Chris Wood Of Jefferies (MPP Interview) (Off-Piste Investing)

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How Did China Come to Dominate the World of Electric Cars? (MIT Technology Review)

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The Tesla Competitor Dominating China’s EV Market | U.S. vs. China (WSJ)

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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)

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Tough Times Ahead for Fintechs (The Asset)

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Bukalapak Deep Dive (Compounding Curiosity Podcast)

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WEBINAR: Apples to Apples: Benchmarking Shopee, Grab and other major tech platforms (Momentum Academy)

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JD.com’s Asset-Heavy Model And Logistics Network To Drive Margin Expansion (Seeking Alpha)

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MercadoLibre: High-Quality Exposure To Emerging Markets (Seeking Alpha)

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2023 Southeast Asia Internet Report (Asian Partners)

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PE Deals in Asia-Pacific Fall in 2022 as US Investors Drop China for India (Business Standard)

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Case Study Series – Meituan: Finding Business Clarity (Momentum.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)

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What is BharOS, the New Mobile Operating System Made in India That Wants to Take on Android? (FirstPost)

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Southeast Asian Food Delivery Players, Grab, GoTo Face Slump as Spending Growth Slows to Four-Year Low (Tech Times)

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Corporate Earnings Will Have to Justify the Valuations, Says Motilal Oswal’s Raamdeo Agrawal (Money Control)

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The VinFast VF8 Is Simply Not Ready for America (Jalopnik)

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The USA Is Still Not The Most Innovative Country In The World (Zero Hedge)

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Energy Politics Cloud Mexican Bid To Join US Semiconductor Rush (Reuters via IB Times)

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US Adds 36 Chinese Companies to Export Blacklist, Including Country’s Top Flash Memory Chip Maker (SCMP)

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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)

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Apple Makes Plans to Move Production Out of China (WSJ)

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Blocked in the West, Huawei Eyes Emerging Markets (Asia Times)

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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)

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How is TSMC Still Growing? (Asianometry)

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Export Controls, Xi’s S&T Dreams, and “Technological Vassaldom” (ChinaTalk)

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“This Is What Annihilation Looks Like”: Biden Export Controls ‘Wreaking Havoc’ On China’s Chip Industry (Zero Hedge)

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The US Government’s New Export Controls are Wreaking Havoc on China’s Chip Industry (Twitter Thread)

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US Citizens at Chinese Chip Firms Caught in the Middle of Tech War After New Export Restrictions (SCMP)

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Mercado Libre CFO Talks E-commerce Markets, Fintech Services, Crypto, Outlook (Yahoo! Finance)

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‘Winter Is Coming,’ Taiwan Warns as Exports Slow to a Crawl (Bloomberg)

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Emerging Market Stocks are Struggling in an Intangible World (Economist)

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China’s Trillion-Dollar Research Funds Squandered On Travel and Leisure (Epoch Times via ZeroHedge)

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Alibaba, JinkoSolar Hold Onto Investor Favor After China Stock Sell-Off (Caixin)

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Vietnam to make Apple Watch and MacBook for first time ever (Nikkei Asia)

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Companies Draw Up Contingency Plans On Chinese Invasion Risk (ZeroHedge)

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Bolstering Building Blocks and Silicon Shields (Franklin Templeton)

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Graft Scandal Casts Long Shadow Over China’s Chipmaking Ambitions (Caixin via Straits Times)

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As Global Funding Dries Up, Mexico’s Delivery Startups See an Opportunity (rest of world)

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Rappi Mafia: How a Delivery Startup Took Over Colombia’s Tech Scene (Rest of the World)

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Economic Chaos of a Taiwan War Would Go Well Past Semiconductors (Bloomberg)

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How Realistic are China’s Chip Ambitions? (The Asset)

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A Chinese Invasion Of Taiwan Could Unleash An Economic Disaster (1945)

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Are Big Tech Stocks Following in the Footsteps of Their Chinese Counterparts? Part Deux (The Felder Report)

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Latin America’s Unicorns Face a Reckoning as VCs Flee Risk (Bloomberg)

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The Semiconductor Bust Still Coming? (Asianometry Substack)

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2022 Outlook Report: China’s New Roar in the Year of the Tiger (KraneShares)

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Tech Trends and More in 2022 and Beyond (Franklin Templeton)

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Is India the Next Internet and Digitalization Frontier? (Franklin Templeton)

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China’s Tech Revolution: Unprecedented Scale, Mixed Results (NinetyOne)

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Fall 2021 China Internet Earnings Report: Baidu on AI, Autonomous Driving, & An Open Internet Marketplace (KraneShares)

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Key Apple, Tesla Suppliers Halt Production Amid China Power Crunch (Nikkei Asia)

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China Venture Capital Deals Shrink Amid Regulatory Concerns (Nikkei Asia)

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Alibaba Squeezed by Crackdown as JD.com and Pinduoduo Pounce (Nikkei Asia)

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Southeast Asia’s Internet Economy: On a Fast Track (Franklin Templeton)

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The Future of Youth: Introducing Aisha – Hypothetical Future Teenager in India (Wellington Management)

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Vietnam Emerges as Southeast Asia’s Next Fintech Battleground (Nikkei Asia)

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Zomato IPO Shows Foreign Investors Fueling India’s Tech Battle (Nikkei Asia

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Tech and the Consumer have Reshaped Today’s Emerging Markets (Manulife IM)

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Didi Ekes Out 1% Gain After New York IPO Pop Fizzles (Nikkei Asia)

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Dingdong IPO: What to Know About Dingdong (City Index)

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Chinese Tech IPOs in US Rebound After Two-Month Lull (Nikkei Asia)

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Grab’s $40bn SPAC Plan Puts CEO Anthony Tan in Driver’s Seat (Nikkei Asia)

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Who Leads in Southeast Asia in Digital Payment Adoption? (The Asset)

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India’s Fintech Unicorns Eye Southeast Asia Expansion (Nikkei Asia)

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China Tech Crackdown Cycle Nearing an End, Fidelity’s Equity Fund Manager Says (SCMP)

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Value of 10 Chinese Tech Majors Fall Over $800bn Since February (Nikkei Asia)

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Chinese Technology Firms’ Demand for Office, Research Space Surges as Beijing Pushes for Greater Self-Reliance amid US Tensions (SCMP)

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US-China Tech War: Beijing’s Secret Chipmaking Champions (Nikkei Asia)

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Asia Tech — Innovation Beyond the Index: Q&A (Wellington Management)

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India Emerges as China’s Tech Challenger with Record Unicorn Run (Nikkei Asia)

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Bilibili Fights for China’s Online Audience With $2.6bn Listing (Nikkei Asia)

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Indonesia Seen Producing at Least 10 More Unicorns by 2030 (The Asset)

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Cash Splash: How Sea Became Southeast Asia’s Biggest Public Company (Nikkei Asia)

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The Clash of China’s Social Media Titans (NIKKEI Asia)

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After Coupang Soars in US IPO, Can it Deliver For the Long Term? (Nikkei Asia)

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China Guides its Self-driving Startups Into the Fast Lane (Nikkei Asia)

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China Self-driving Sector Shifts Into Top Gear (The Asset)

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Asia & China Equities – Outlook in 3-D: Domestic, Digitalisation, Diversification (BNP Paribas)

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Look Out Tesla, SAIC’s $4,500 Electric Car Takes China by Storm (Nikkei Asia)

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Four Things to Know About Threats to China’s Payment Giants (Caixin)

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Taiwan’s Economy Feels Heat as TSMC Feeds Global Chip Boom (Nikkei Asia)

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Housebound Consumers Lift Lenovo to Record Revenues & Profits (HKEXnews)

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China Tech Giants Accused of ‘Bullying’ Consumers with Algorithms (Caixin)

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An Optimist’s Guide to 2021 in Asia (Nikkei Asia)

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Turkey’s Arcelik Targets Asian Growth with Hitachi Deal (Nikkei Asia)

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Asian Flying Cars Aim to Soar Over Walls of Global Regulation (Nikkei Asia)

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Indonesia’s Unicorns Lure US Tech Giants From Google to Facebook (Nikkei Asia)

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China’s Auto Brands Fail to Shine in Race With Foreign Rivals (Nikkei Asia)

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Small But Mighty: Emerging Market Trends on the Cutting Edge of Change (Franklin Templeton)

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Malaysia’s Astro Targets Netflix and Amazon with Streaming Launch (Nikkei Asia)

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Inside the US Campaign to Cut China Out of the Tech Supply Chain (Nikkei Asia)

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Here Are 4 Technology Trends From Emerging Economies (WEF)

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Will Meituan Become Hong Kong’s Tesla? (The Asset)

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China’s Ant Eyes Southeast Asia e-Payment Dominance with IPO (Nikkei Asian Review)

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China’s Local Governments Ride to the Rescue of EV Startups (Nikkei Asian Review)

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Health Care: The Next Wave of Innovation in China (Franklin Templeton)

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The Luckin Scandal: Fake Sales, Power Struggles and a ‘Broken Model’ (Nikkei Asian Review)

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PwC China Unicorn Survey 2019: Harnessing Innovation For Hypergrowth (PwC)

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What Makes Asia−Pacific’s Generation Z different? (McKinsey & Co)

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The New Emerging Market Landscape: Taking Leadership in Technology (Franklin Templeton)

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Tech News: The Weird World of Social Media Influencers (Business Report)

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Huawei Turns to Mobile Chip Rivals to Beat US Pressure (Nikkei Asian Review)

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LG and Samsung in Full Retreat Before Chinese Flat-panel Onslaught (Nikkei Asian Review)

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How China’s Chip Industry Defied the Coronavirus Lockdown (Nikkei Asian Review)

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China Icebergs: Forces That Could Reshape the World (PineBridge Investments)

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Looking Past the Hang-Ups for Asia’s Smartphone Industry (Franklin Templeton)

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Inside Huawei’s Secret Plan to Beat American Trade War Sanctions (Nikkei Asian Review)

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Podcast: Electric Vehicles in Emerging Markets (BNP Paribas AM)

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DouYu Ends First Day at Its Offer Price in $775 Million IPO (Bloomberg)

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Tencent Chases Alibaba for Cloud Computing Supremacy (Nikkei Asian Review)

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Asia300 Power Performers: Tech’s Wild Ride (Nikkei Asian Review)

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Huawei Says U.S. Ban Hurting More Than Expected, to Wipe $30 Billion Off Revenue (Reuters)

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Buying Craze for Saudi Telecom Stocks Has Analysts Frowning (Bloomberg)

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Ayala: Duterte’s China Pivot Transforms Philippines’ Oldest Conglomerate (Nikkei Asian Review)

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China to South America: Consumer Technology Growth in Emerging Markets (KraneShares)

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Tencent, Alibaba and the Fight to Control China’s Online Ecosystem (Nikkei Asian Review)

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Emerging Markets: The World’s Innovation Lab (Lazard)

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After Jack: Alibaba Searches for New Growth in the Post-Ma Era (Nikkei Asian Review)

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China: Innovation Superpower (Wellington Management)

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Top Risks 2019: Bad Seeds (Eurasia Group)

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Billion-dollar Tech Startups Hold Promise for China’s Economy (Nikkei Asian Review)

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The Incredible Rise of Pinduoduo, China’s Newest Force in eCommerce (TechCrunch)

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Southeast Asian Tech Hubs Race to Become the Next Silicon Valley (Nikkei Asian Review)

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Why ‘Made in China 2025’ Triggered the Wrath of President Trump (SCMP)

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Made in China 2025: How Much of a Threat to West is Beijing’s Tech Plan? (SCMP)

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China’s Great Leap Forward in Biotech (Nikkei Asian Review)

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The Race to Harness AI Technology in Asia (Franklin Templeton)

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Tesla Has Over 300 Chinese Startups Hot on its Tail (Nikkei Asian Review)

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Today’s Emerging Markets Embrace Technological Innovation (Franklin Templeton Investments)

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Can You 3D-print a Car? This Company Will Mass Print Cars by 2019 for US$10,000 Each (SCMP)

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Alibaba-backed Xpeng Emerges as China’s Answer to Tesla (Nikkei Asian Review)

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Decoding Russia’s Tech Sector: A Future Alternative to Oil? (Hermes Investment Management)

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Five Key Trends Driving China’s eCommerce Market (Nielsen)

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How Africa’s Tech Generation Is Changing the Continent (NatGeo)

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Southeast Asia is the Next Proxy Battlefield for Chinese Tech (e27)

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How Does Tencent Compare With World’s Tech Titans? (Forbes)

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Why Would the Chinese Pay $1B for a Talking Cat Game? (BloombergBusinessweek)

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Asian Streaming Services Have Content plus Capital to Edge Netflix & Amazon (Nikkei Asian Review)

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An Automation or Robot Revolution in China (NYT)

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Apple Wilts in China as Smartphone Market Heats Up (FT)

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Meet the China ‘Whisperers’ Who Get the Big Deals Done in Silicon Valley (WP)

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FLASHBACK: When One App Rules Them All: The Case of WeChat and Mobile in China (Andreessen Horowitz)

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eCommerce Grows Among Rural Chinese & Easterners (Nielsen)

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Tech Sector Can Power Emerging Market Portfolios (FE Trustnet)

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Macro Tailwinds That Could Propel China’s Internet Sector (KraneShares)

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Naspers’ Tencent Stake Drives the MSCI South Africa Index’s Returns (KraneShares)

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China Internet Flash Report: 2015 & Beyond + an Overview of 2014 Results (KraneShares)

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China Internet Update (KraneShares)

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Myanmar: Where a SIM Card Price Went From $2,000 to $1.50 (BloombergBusinessweek)

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How Huawei Grew and Its Prospects in the US (WSJ)

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Fund Managers: Why We Couldn’t Resist the Alibaba IPO (FE Trustnet)

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The 10 Hottest Startups in Asia Right Now (CNN)

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Global Smartphone Shipments to Reach 1.2Bn This Year on Emerging Market Strength (Juniper Research)

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Emerging Markets: Where People Actually Use Google+ (GlobalWebIndex Blog)

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Microsoft’s Emerging Market Problems: Piracy & Naked PCs (Reuters)

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Israeli Tech Scene Endures During War (WSJ)

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Singapore’s GIC Bets on Emerging Market Technolgy Investments (Reuters)

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Why Are Digital Content Players Ignoring Emerging Markets? (TNW)

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Five Reasons Why You Should Wait and Watch Infosys (The Economic Times)

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Indian Media Reactions as Infosys Names SAP’s Vishal Sikka as CEO

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Xiaomi Smartphones Are Coming to an Emerging Market Near You (Bloomberg / Tech in Asia)

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How Big of a Threat is China’s Xiaomi to Apple? (Bloomberg)

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China Mobile has the Largest Share of Chinese Internet Data Traffic But China Unicom Has the Fastest Growth (Umeng)

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Both Apple and Android Use is Growing in Chinese Third-tier Cities (Tech in Asia)

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The Real Genius Of Steve Jobs: Progressives Ignored Apple’s Labor Achilles Heel?

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