US-CHINA SERIES

Welcome to our video archive and podcast library

Our Upcoming Events

Podcasts

 

Podcast - 2022 Asian Equity Outlook: Herald Van Der Linde

November 15, 2021
 

Podcast - The Future Of Collaboration: Chinese Life Sciences

November 3, 2021
 

Podcast - 2022 Asian Macro Outlook

November 3, 2021
 

Podcast - The Role Of Gold US China

October 28, 2021
 

Podcast - 2022 Investment Outlook Us China Mayank Mishra: Standard Chartered

October 27, 2021
 

Podcast - Common Prosperity Shuli Ren: Bloomberg Opinion

October 21, 2021
 

Podcast - The Case Against Huawei - An Update

October 5, 2021
 

Podcast - The Future Of Crypo In Asia

October 6, 2021
 

Podcast - Yield Transformed - Long Volatility As An Asymmetrical Return Profile

September 29
 

Podcast - Can Global Enterprise Cloud Companies Really Do Business In China?

September 23
 

Podcast - Brendan Ahern: Kraneshares Cio

September 28
 

Podcast - China's Marxist "Profound Revolution" Is Here, And Nobody In The West Is Ready

September 27
 

Podcast - Evergrande The Fallout

September 23
 

Podcast - Chinese Energy Policy - An Update With Michal Meidan

September 22
 

Podcast - China Mobility / EV Update

September 21
 

Podcast - The Outlook for Chinese and Asian Equity

September 15
 

The Structural Outlook For Asian Growth

September 15
 

Alternative Yield - Mike Edwards: Weiss Multi-strategy Advisers

September 14
 

The Future Of The Supply Chain Is Diversification A Near-term Fantasy?

September 9
 

Technology Decoupling The Semiconductor Case Study

September 9
 

Podcast - Louis Gave

September 7
 

Xiaomi

August 5 - Clay Shirky: New York University
 

Making Sense of China

August 4 - Brendan Ahern: KraneShares
 

EU-China: What Went Wrong

July 28 - Philippe Le Corre: Harvard Kennedy School
 

Global Carbon Trading

June 29 - Luke Oliver: KraneShares
 

Strategic Competition Act

June 24 - Yang, Ashton
 

Alternative Data In China

April 19 - Barboza, Ciemniak, Schulte
 

Baidu

April 13 - June Choi: Pembroke EM
 

Bytedance

April 22 - Rui Ma: Tech Buzz China
 

Pinduoduo

April 27 - Zak Dychtwald: YCG
 

Trend in Ed Tech

April 16 - Wenchi Yu: VIPKid
 

NIO

April 29 Tu Le - Sino Auto Insights

Blogs & Articles

Thematic Events

2022 Asian Equity Outlook Herald Van Der Linde HSBC Head Of Asia Equity Strategy

November 15, 2021 - Herald Van Der Linde: Head of Asia Equity Strategy HSBC

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The Role Of Gold US China

October 28, 2021 - Adrian Day: President Adrian Day Asset Management

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2022 Investment Outlook Us China Mayank Mishra: Standard Chartered

October 27, 2021 - Mayank Mishra: Global Macro Strategist, Standard Chartered Bank

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The Future Of Crypo In Asia

October 6, 2021 - Zennon Kapro: Founder Kapronasia

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Yield Transformed - Long Volatility As An Asymmetrical Return Profile

September 29, 2021 - Neale Jackson: Portfolio Manager 36 South

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Can Global Enterprise Cloud Companies Really Do Business In China?

September 23 - Chris DeAngelis & Chad Catacchio: Alliance Development Group

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Brendan Ahern - Kraneshares Cio

September 28 - Brendan Ahern: Kraneshares Cio

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The Structural Outlook For Asian Growth

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Alternative Yield - Mike Edwards: Weiss Multi-strategy Advisers

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Metals And Decarbonisation: The Aluminium Paradox

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The Future Of The Supply Chain Is Diversification A Near-term Fantasy?

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My Conversation with Louis Gave

Louis and I discuss Xi Jinping's shoes, the inflation narrative and whether or not western governments are effective

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The Future of Asian Asset Management - Fixed Income

Some detail on the background of the size, scale, liquidity, and nuance around Chinese fixed income.

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The Chinese E-Commerce Competitive Landscape

Alibaba paved the way for the e-commerce revolution that has taken China by storm.

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Infrastructure - What China can teach the US

Dr. Selina Ho’s presentation - ‘What can the United States learn from China about Infrastructure’

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Trends in Ed Tech

Hosted by Wenchi Yu (VIPKid) - The emerging trends in Ed Tech investment, business model, innovation---

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Alternative Data in China

Alternative Data in China

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China's Push to Carbon Neutrality

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China Transformed

The Future Of Collaboration: Chinese Life Sciences

November 3, 2021 - David Sullivan, ADG

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2022 Asian Macro Outlook - Mirza Baig: Morgan Stanley Asia Strategist

November 3, 2021 - Mirza Baig, Asia Macro Strategist Morgan Stanley

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Common Prosperity Shuli Ren: Bloomberg Opinion

October 21, 2021 - Shuli Ren, Bloomberg Opinion

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The Case Against Huawei - An Update

October 5, 2021 - Maggie Lewis, Seton Hall University

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China's Marxist "Profound Revolution" Is Here, And Nobody In The West Is Ready

September 27, 2021 - Michael Every: Global Strategist Rabobank

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Evergrande The Fallout

September 23, 2021 - Robert Ciemniak

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Chinese Energy Policy - An Update With Michal Meidan

September 22, 2021 - Michal Meidan: Oxford Institute of Energy Studies

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China Mobility / EV Update

September 21th, 2021 - Tu Le

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The Outlook for Chinese and Asian Equity

September 15th, 2021 - John Malloy

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China Transformed - Xiaomi

August 5 - Clay Shirky: NYU

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China Transformed - Bytedance

April 22 - Rui Ma: Tech Buzz China

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China Transformed - Pinduoduo

April 27 - Zak Dychtwald: YCG

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China Transformed - Baidu

April 13, - June Choi: Pembroke Emerging Markets

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China Transformed- NIO

April 29 Tu Le - Sino Auto Insights

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Reports & Articles

Common Prosperity in its proper context

Common Prosperity in its proper context

Michael Every - Rabobank

Developments in China continue to confound market optimists, with new talk of a “profound revolution” towards a new target of “Common Prosperity”. Michael Every's brilliant report looking at common prosperity through the len of Marxist-Leninist-Maoist thought. MIchael joins us on September 27th to discuss.

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China's Competitive E-commerce Landscape

China's Competitive E-commerce Landscape

Paul Krake featuring Jeff Towson

China is the largest e-commerce market in the world. Roughly 50% of global online transactions occur within China. To truly understand the Chinese competitive e-commerce landscape, we must look into the consumer trends, the characteristics of the Chinese consumer, the Chinese marketplace, growth of internet users and fintech.

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China’s Climate Agenda and the Path to 2060

China’s Climate Agenda and the Path to 2060

Paul Krake

China’s aim to become carbon neutral by 2060 represents a bold step in its energy policy at a time when the country has taken on a global leadership role in climate change negotiations. Climate is one of the few areas of global consensus but China’s carbon-neutral pledge has injected new momentum into global climate negotiations.

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China Transformed - ByteDance

China Transformed - ByteDance

Paul Krake featuring Rui Ma

ByteDance is the world’s most valuable start-up, est. at $400 billion. Founder Yiming Zhang seized on mobile and believed in providing users with machine learning recommendation algorithms versus search. The result was a company that is constantly evolving but remains centered around apps such as Douyin, Tik Tok, and Toutiao.

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Australia - China Relations. Lowest Ebb

Australia - China Relations. Lowest Ebb

Paul Krake

While Australia's call for an inquiry in the origins of COVID has been blamed, China-Australia relations have been spiralling for several years. Australian Journalists were asked to leave. China has slapped tariffs on a slew of Australian goods. Australia and China's frosty diplomatic relationship has morphed into a full-blown trade wrangle

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