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Analyse Asia with Bernard Leong

Analyse Asia with Bernard Leong

Bernard Leong

Analyse Asia with Bernard Leong is a weekly podcast dedicated to dissecting the pulse of technology, business and media in Asia. We interview thought leaders, and global & regional leading industry players and gain their insights into how we perceive and understand the market.

484 - Is TikTok going to be banned in the US? An Asian Perspective with Jing Yang
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  • 484 - Is TikTok going to be banned in the US? An Asian Perspective with Jing Yang

    "If we assume that happens, I'm sure TikTok, let alone ByteDance as a company as a whole, will survive - and maybe even continue to thrive after this. Because, let's put things into perspective, right? TikTok has more than 1 billion users globally and then the US represents just a little over a 10th of that, 170 million. So I'm not saying that it's not going to impact TikTok and ByteDance. But does it pose an existential threat? Probably not. I believe given we already talked about how ByteDance has been super profitable. I think that, even if they get banned in the US, this is by no means the end of TikTok or ByteDance." - Jing Yang

    Fresh out of the studio, Jing Yang, the Asia Bureau Chief for The Information, provided an insightful analysis of the potential implications of the recent U.S. House of Representatives bill to force Bytedance to divest TikTok or face a ban in the US. Detailing a timeline of events, she illuminated how Bytedance and TikTok executives may have misinterpreted U.S. political signals. Despite Bytedance's profitability in China, she shed light on why TikTok is facing financial challenges and the complex dynamics between Bytedance and the investors of the company. Concluding her discussion, she offered her perspectives on the possible future of TikTok globally pending the outcome.

    Episode Highlights: [0:40] Quote of the Day by Jing Yang. [1:27] Introduction: Jing Yang, Asia Bureau Chief of The Information. [3:53] Lessons shared by Jing Yang from her career journey. [5:19] Chronology of the different attempts by the US government to ban TikTok. [7:40] What are the chances of TikTok being banned in the US? [9:34] TikTok’s response to the US government after the announcement of the bill. [11:15] Impact of TikTok's potential ban in the US on content creators & users in the market. [12:52] The one thing that Jing Yang knows about the TikTok situation very few do. [14:10] Why TikTok misjudged the political situation in the US. [17:59] Project Texas and how it encumbered TikTok. [22:17] TikTok’s engagement with USDS. [25:14] Chew Shou Zi’s impact on negotiations with the US government after taking over as CEO of TikTok. [27:45] Assessment of Bytedance and TikTok’s team in handling the US government. [30:04] Why TikTok is in the red and losing money. [32:55] Can TikTok still be profitable with a potential US ban? [36:04] Investors of TikTok distancing themselves from the company. [40:26] Impact of political affiliations and donations on TikTok. [41:43] Future of TikTok [42:43] Closing

    You can find Jing Yang at X (formerly known as Twitter): https://x.com/jingyanghk and LinkedIn: https://www.linkedin.com/in/jing-yang-33548123/ and her articles on The Information: https://www.theinformation.com/u/Jing%20Yang?rc=fk3gq1

    Podcast Information: Bernard Leong hosts and produces the show. Proper credits for the intro and end music: "Energetic Sports Drive" and the episode is mixed & edited in both video and audio format by G. Thomas Craig.

    Analyse Asia Main Site: https://analyse.asia

    Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl 

    Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 

    Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia

    Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/

    Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia

    Tue, 26 Mar 2024 - 47min
  • 483 - Don't Ignore Asia Tech with Catherine Shu

    "When I wrote about it, in addition to assuming that all Asia tech companies, particularly in China, were copycats of Western companies, I think there are also a lot of misperceptions about how easy it is to enter a market, especially when they're an Asian market, especially when there are incumbent players already. For example, Uber failed. Basically, they failed. That's a harsh word, but they failed in both China and Southeast Asia, where they were acquired by Didi in China and Grab in Southeast Asia. And then Facebook really fell flat on its face with a lot of markets with free basics, it undermined Net Neutrality and also assumed that consumers just because maybe they had to be price conscious, were willing to access only a handful of sites as opposed to having access to a free Internet. I think people also underestimate the influence that Asia has had in other parts of the world." - Catherine Shu

    Fresh out of the studio, Catherine Shu reflects on her 12 years at TechCrunch, chronicling the evolution of Asian tech from China to India. She highlights the rise of Chinese apps such as WeChat and TikTok's global impact and the shifting international views on Chinese tech. She explores India's rising tech scene, South Korea's startup growth with the rise of Coupang and Southeast Asia's expanding tech influence, with a focus on Grab. Shu offers her advice for journalists covering Asia's dynamic tech landscape and articulating what great looks like for Asia Tech in the future.

    Fresh out of the studio, Catherine Shu reflects on her 12 years at TechCrunch, chronicling the evolution of Asian tech from China to India. She highlights the rise of Chinese apps such as WeChat and TikTok's global impact and the shifting international views on Chinese tech. She explores India's rising tech scene, South Korea's startup growth with the rise of Coupang and Southeast Asia's expanding tech influence, with a focus on Grab. Shu offers her advice for journalists covering Asia's dynamic tech landscape and articulating what great looks like for Asia Tech in the future.

    Audio Episode Highlights: [0:40] Quote of the Day #QOTD by Catherine Shu. [1:38] Introduction: Catherine Shu, former senior reporter for TechCrunch. [2:50] Her thoughts on the TechCrunch recent layoff. [5:04] Catherine’s future plans. [6:34] Catherine shares lessons from her career journey. [8:07] Inspiration behind her last article on TechCrunch: Don’t Ignore Asia Tech. [9:30] Western Perceptions Change on Asia Tech over the decade. [11:02] Early misconceptions about Asia Tech in the West. [12:44] Evolution of Asia Tech from Catherine’s perspective. [15:14] Tech Coverage in Taiwan. [17:17] The one thing about Asia tech Catherine knows but very few do. [19:41] Why China succeeded with WeChat as the super app. [23:26] The rise in TikTok globally for Chinese Tech. [26:40] Perspectives on TikTok recent potential ban. [27:26] What the West learned from the super app revolution in China. [28:52] Why China was caught flatfooted with OpenAI’s ChatGPT in AI. [30:14] The future of Chinese startups. [34:01] How the Indian tech market evolved over the past decade. [35:58] South Korean Startup Ecosystem. [39:00] Is there really a Southeast Asia tech story? [42:34] Advice for future correspondents covering Asia Tech. [44:32] What does great look like for Asia Tech? [46:30] Closing.

    Podcast Information: Bernard Leong hosts and produces the show. Proper credits for the intro and end music: "Energetic Sports Drive" and the episode is mixed & edited in both video and audio format by G. Thomas Craig

    Analyse Asia Main Site: https://analyse.asia

    Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl

    Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245

    Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia

    Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/

    Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia

    Analyse Asia Threads: https://www.threads.net/@analyseasia

    Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup

    Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

    Wed, 20 Mar 2024 - 50min
  • 482 - Will the stocks from China recover & Asian Century Stocks with Michael Fritzell

    “Let's remember if the leadership wants to do something, they have all the tools at their disposal and I don't think that they will want to underwrite massive unemployment. I think the Chinese leadership wants stability above all. So I will not rule out any kind of stimulus and perhaps it would look different than in the past. It will not go through the popular market, but it could well happen that you will see greater lending, perhaps in a select industries like autos or semiconductors, whatever it might be. But I've seen so many cycles at this point. I started investing in China in 2008. And 2007 was a boom, 2010, another boom, 2013 was a low in the Asian market. It felt very much like today. I would go to these conferences and meet local investors and they were just so despondent. I feel very much the same kind of sentiment today. People say there's nothing, they can't see anything positive and that's fine, but we can't predict the future.” - Michael Fritzell

    Fresh out of the studio, Michael Fritzell, Founder of Asian Century Stocks, shared invaluable insights in Asia's financial markets and discussed the recent tumultuous situation in Chinese equities and what the potential government responses are possible. He provided a high-level overview of the Asian stock market, contrasting it with markets in the US and Europe and stressed the importance of understanding corporate governance and the role of short-sellers in exposing corporate frauds in Asian markets. He delved deep with his unique insights into forensic accounting challenges and the future potential of Asian stocks and the dynamic and intricate nature of these evolving markets.

    Audio Episode Highlights: [0:40] Quote of the Day: Michael Fritzell. [1:56] Introduction: Michael Fritzell from Asian Century Stocks. [4:59] Perspectives on Asia after living here for over a decade. [6:28] Lessons from Michael’s career journey. [8:15] What just happened with the Chinese equities tanking in the stock market? [13:43] The response from the Chinese government to stabilize the stock market. [17:14] Should we be optimistic about the Chinese publicly listed companies? [19:40] An Introduction to the Asian Stock Markets. [23:47] The motivation behind Asian Century Stocks. [25:32] The intended audience for Asian Century Stocks. [26:40] How do subscribers utilize Asian Century Stocks? [28:52] What are the things to watch out for when buying Asian stocks. [31:42] The one thing that Michael Fritzell knows about Asian stocks that very few do. [33:24] Understanding Fraud in Asian Companies. [37:05] Key indicators to watch out for in Asian Companies. [40:58] The role of short-sellers on Asian stocks (including China). [44:51] How do short-sellers short Asian stocks? [46:28] What does great look like for Asian stocks in the next decade? [48:57] Closing.

    You can find Michael Fritzell's Asian Century Stocks: https://www.asiancenturystocks.com/  and on Linkedin: https://www.linkedin.com/in/michael-fritzell-1aab10/  and X: https://twitter.com/mikefritzell 

    Podcast Information: Bernard Leong hosts and produces the show. Proper credits for the intro and end music: "Energetic Sports Drive" and the episode is mixed & edited in both video and audio format by G. Thomas Craig

    Analyse Asia Main Site: https://analyse.asia

    Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl 

    Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 

    Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia 

    Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia 

    Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia

    Analyse Asia Threads: https://www.threads.net/@analyseasia 

    Sign Up for Our This Week in Asia Newsletter:

    https://www.analyse.asia/#/portal/signup 

    Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288 

    Tue, 27 Feb 2024 - 52min
  • 481 - How Arta Finance Democratizes Wealth Management with Caesar Sengupta

    "So in our view, great would be when everyone can find the best place to put their money to work. To whatever cause they want. It could be investing. It could be protecting their family. It could be long-term. It could be a nonprofit. It could be helping a local business. Today in the world, there is Google to find information, right? There's Amazon to find products. But what about financial opportunities? There is no one place to find financial opportunities. We wanna be able to create that for the world where anyone who's looking to put their money to work has a place to put their money to work. And anybody who's looking for help in building whatever business or, growing whatever they want to grow, can meet, these people who are looking to put their money to work." - Caesar Sengupta

    Fresh out of the studio, Caesar Sengupta, the CEO and co-founder of Arta Finance, shares the story of how the startup democratizes family office wealth management to accredited professionals in the digital era. Caesar shares the company's vision and mission, highlighting their alignment with current financial trends and their disruptive approach to traditional family office models. Following the conversation, he explains how Arta Finance leverages technology to provide personalized financial solutions for high-net-worth individuals and families and discusses the company's global strategy and its approach to navigating diverse financial regulations across different countries. Last but not least, he shares his vision for Arta Finance's future success in the coming years.

    Episode Highlights: [0:52] Quote of the Day by Caesar Sengupta. [1:38] Introduction: Caesar Sengupta. [2:05] What was Caesar's inspiration to become a startup founder? [3:10] Career lessons from Caesar Sengupta. [4:10] Total Market Opportunity for the Wealth Management Business. [8:07] Vision and Mission of Arta Finance. [11:00] How do accredited investors engage Arta Finance? [13:36] How can Generative AI enter into wealth management? [16:27] How does Arta Finance approach wealth management differently from traditional private banks? [20:55] The One Thing Caesar knows that very few people do on tech & wealth management. [24:21] The investors behind Arta Finance. [26:29] Challenges faced while building Arta Finance and how they overcame it. [29:20] How does Arta Finance establish trust? [31:41] How Arta Finance expands across the different regions. [33:17] What does great look like for Arta Finance? [34:27] Closing

    Podcast Information: Bernard Leong hosts and produces the show. Proper credits for the intro and end music: "Energetic Sports Drive" and the episode is mixed & edited in both video and audio format by G. Thomas Craig.

    Wed, 14 Feb 2024 - 37min
  • 480 - BYD vs Tesla: The New EV Empire with Lei Xing

    “One thing I can add is the awakening, the shaking up, the shaping up of the rest of the global auto industry from the Chinese is in full swing. The Chinese are coming. And if the Western automakers are prepared, they're going to have a much tougher moment than when they confronted the Japanese or the Koreans. The Japanese [and] Koreans, they're very successful. Let's say in the U.S., but this is a whole different issue - the geopolitical aspect. But you know, they're coming.” - Lei Xing

    Fresh out of the studio, Lei Xing, founder of AutoXing & co-host of China EVs & More, shared his insights into the Chinese electric vehicle (EV) market and its implications for the global EV market. Lei discussed his career journey and the inspiration behind covering the China EVs market through his podcast. He broke down the competitive dynamics between Tesla and BYD based on their current strategies for global market expansion and technological challenges. He shared his perspectives on whether Chinese EV makers can rinse and repeat the solar panel strategy against the rest of the automotive companies in the world. Last but not least, he shared the groundbreaking innovations at CES 2024 and emphasized the challenges and opportunities ahead for Chinese manufacturers and their vision for long-term success in the EV industry globally.

    Episode Highlights: [0:50] Quote of the Day #QOTD by Lei Xing. [1:21] Introduction: Lei Xing from China EVs & More. [8:60] China EVs and more podcast and their coverage. [10:17] Lessons learnt from Lei Xing’s career journey. [11:40] Overview of the global EV landscape & China’s market share in EVs. [15:27] The China smart EV makers after BYD. [20:15] The competitive advantage of Chinese EV makers. [23:26] How Tesla Invigorates the EV Competition in China. [24:36] The one thing that Lei Xing knows about China EV makers that very few do. [27:00] How Chinese EV makers are competing in the global market. [30:57] Can Chinese EV makers rinse and repeat the solar panel strategy to win the EV market? [32:50] How BYD emerged in the US since 2011. [37:21] Tesla vs BYD in AI, autonomous driving and robotics. [41:43] How Tesla is competing in China and other parts of the world. [46:40] Breakthroughs in EVs and self-driving cars at CES 2024. [51:14] The bet on hydrogen fuel cars by Japanese automotive makers. [53:14] Outlook for Chinese EVs in the 5-10 years. [56:33] Will China EVs go upstream to the hypercars against Ferrari? [58:03] What does success mean for Chinese EV companies in the next 5-10 years? [59:43] Closing.

    Podcast Information: Bernard Leong hosts and produces the show. Proper credits for the intro and end music: "Energetic Sports Drive" and the episode is mixed & edited in both video and audio format by G. Thomas Craig.

    Tue, 06 Feb 2024 - 1h 00min
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