Join business leaders, investors, academics and members of government to forge a deeper and long-lasting understanding of how two different economic and political models can see through their differences for the benefit of the world at large.
The end of 2020 saw a landmark moment for EU-China Engagement, The Comprehensive Agreement on Investment (CAI) was a framework for bilateral investment in the years ahead. It came when then-President-elect Joe Biden was beginning the reconciliation process with Brussels after the Trump Years. The CAI was supposed to galvanize the EU and China. The last six months have seen the opposite. Philippe Le Corre returns to reassess the prospect for EU-China diplomatic and economic relations. He is a Research Fellow at the Harvard Kennedy School and a Non-resident Senior Fellow with the Carnegie Endowment for International Peace
In the eyes of many western investors, Chinese tech companies are at a crossroads. Draconian regulation, the likes of which are next to impossible for US/EU regulators to implement is clipping the wings of the billionaire class, upending established norms and may eventually lead to the end of capital formation on American exchanges. While US mega-cap tech is labeled with stratospheric, trillion-dollar-plus valuations, their Chinese peers have lagged by over 40% in the past four months alone. Is this divergence a precursor to a permanent de-rating of China’s groundbreaking companies or one of the great opportunities so far in this new decade? Author and Media Entrepreneur, Rebecca Fannin joins Paul for a conversation that is guaranteed to go in multiple directions and address the slew of structural crosscurrents facing technology companies in the mainland.
As our exploration of China's most transformative companies continues, we reach Xiaomi. It's been 11 years since Xiaomi was founded, what kind of company is it today? Xiaomi, an internet company with cell phones, smart hardware and IoT platform at its core, has built one of the world's largest smart home platforms. What does Xiaomi rely on for profitability? What is the deep logic of development? After making cars, where does Xiaomi go in the future? For answers, we bring in Clay Shirky, the author of Little Rice: Smartphones, Xiaomi, and the Chinese Dream
Louis needs zero introduction for anyone who thinks about Macro, China, or frankly, any major investment thematic. I have no agenda for our discussion as Louis has the ability to tackle any topic.