US-CHINA SERIES
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Welcome to our video archive and podcast library

Our Upcoming Events

Editors Picks

 

Presentation Pinduoduo

Zac Dychtwald- Young China Group
 

The role of cryptocurrencies within Asian portfolios

The role of cryptocurrencies within Asian portfolio construction?
 

Bytedance Presentation - Rui Ma

Bytedance - Developing a company as a product - Rui Ma - Tech Buzz China
 

Is there even such a thing as a "Super App"?

Is there even such a thing as a "Super App"?
 

China's Emissions Trading Scheme (ETS)

(Mar-21)- Emissions Trading Scheme - how does it compare with EU ETS? What does this mean for BRI?

Podcasts

China Transformed

China Transformed - Bytedance

China Transformed is our focus on the twenty companies that we believe will continue to radically alter China and beyond.

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China Transformed - Pinduoduo

Pinduoduo has its share of critics but it is undeniable it has been a revolution in the past five years. Its growth has been simply remarkable.

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China Transformed - Baidu

April 13, 2021: June Choi- Pembroke Emerging Markets

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China Transformed- NIO

Featuring Tu Le, the founder of China Auto Insights, walks us through the global EV sectors and how NIO fits into the ecosystem, its challenges and opportunitie

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Thematic Events

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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Reports & Articles

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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China Transformed: JD / JD Logistics

China Transformed: JD / JD Logistics

Paul Krake featuring Jeff Towson

JD does not get nearly enough attention. JD can be viewed as a standard e-commerce company; they do first-party retail, which Alibaba does not do, and also operate as a marketplace, which Alibaba does. JD is both a retailer and a platform and operates an excellent niche position as the quality player with high customer service.

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