Great to see Elliott Zaagman on your show, and the discussion on how to understand tech companies in China is awesome.

Fantastic conversation with the nuances on how to understand Meituan-Dianping, but I disagree Elliott's assessment of JD.

Interesting analysis on China technology companies and why they matter. Liked how BL and Elliott are breaking up the old misconceptions from the US media.

This is one episode that anyone should listen to. This episode put the narrative of Chinese companies in the right context and not the way how US media depict them. Well don, Elliott.

"There are so many voices here that people can create their own unique things. And yet there is still this culture, that's still lingering from the past, that somehow the answers are in the West. And trust me, they are not. So the West is also confused and looking for their way to figure out things. And so the main inspiration for Yana TV was to create this particular platform where we can showcase the voices of Asian movers and shakers, which means people who are doing interesting things, who are standing up, who want to speak up, challenging the status quo, and the norms. People who are regional, who are thought leaders, and I also feel it is time there has to be a bigger platform where we can all go and see who are the people who are doing amazing things here." - Yana Fry 

Fresh out of the studio, Yana Fry, producer & host of Yana TV joined us in a conversation about the behind-the-scenes of her show and her perspectives on interviewing Asian change makers across the region. Our conversation kicked off with Yana's odyssey to Singapore and delving into what sparked the creation of Yana TV and its core themes. In the conversation, Yana shares the heartwarming tales featured on her show, ranging from a kidnapped diplomat to a heart-touching Singaporean Santa Claus and her perspectives as a content creator in the Asia Pacific. Last but not least, she shares what great would look like for Yana TV. 

Episode Highlights:
[00:48] Quote of the Day #QOTD by Yana Fry, Founder & Host, Yana TV.
[02:24] Introduction: Yana Fry, Founder & Host of Yana TV. 
[04:28] Perspectives on living in Singapore. [06:43] Yana shares lessons of her career journey. [08:20] Inspiration behind Yana TV. 
[10:28] Intended Audience behind Yana TV. 
[11:50] The Great Resignation and its Impact on Executives re-thinking work-life balance. 
[13:49] Main Themes and Key Takeaways from interviewing Asian change-makers in Yana TV. 
[16:18] How a seven-time convicted criminal becomes a change-maker to help prison inmates re-integrate into Singapore society. 
[17:43] The behind-the-scenes (BTS) behind Yana TV's production. 
[21:01] Different Profiles of Change-Makers on Yana TV. 
[25:14] How Asian change-makers differ from their Western counterparts. [29:35] Challenges faced by Asian Change Makers. 
[34:49] Tales of Asian Change Makers: A Diplomat. 
[36:30] Tales of Asian Change Makers: Singapore Santa Claus that moved the production crew on Yana TV. 
[41:23] How to tell stories in Asia with the digital format. 
[44:32] The challenge of distribution for Asian podcasters. 

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.

Yana TV and Change Makers in the Asia Pacific with Yana Fry

"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 &amp; 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 and edited in both video and audio format by G. Thomas Craig.

How Arta Finance Democratizes Wealth Management with Caesar Sengupta

“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 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, in 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 into Asia's financial markets and discussed the recent tumultuous situation in Chinese equities and what 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 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

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Will the stocks from China recover & Asian Century Stocks with Michael Fritzell

"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 &amp; 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.

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

"The key thing that I realize every time I look at the data is that the media is telling us a lot of nonsense. I think that the one thing I know is that the data tells a very different story to the media headlines. So I suppose my advice there is, never to accept clickbait at face value. If you're building a marketing plan, do your due diligence, and check the data because the data always surprises me. The one thing I know is that I'm always surprised. There's your key takeaway.” - Simon Kemp 

Fresh out of the studio, Simon Kemp, co-founder and CEO of Kepios joined us for the 7th year to discuss the Digital Report 2024 and its pivotal insights. The dialogue kicked off with Simon pondering AI's potential impact on his job, then swiftly moved to the report's core findings. Simon also explored how digital marketing and content strategies are evolving due to generational differences, underscoring the necessity for content creators to adapt across diverse social media channels. Last but not least, Simon addressed the current lack of comprehensive data to include generative AI in this year's report. Last but not least, Simon shared his anticipation for what's on the horizon in the coming year. 

Episode Highlights: 
[0:55] Quote of the Day #QOTD by Simon Kemp. 
[1:22] Introduction to Simon Kemp, co-founder and CEO of Kepios. 
[2:59] Are we going to be replaced by AI? 
[3:57] Key Takeaways for Digital 2024 report. 
[5:14] TikTok is still growing quickly despite the headwinds. 
[10:20] Mobile and social media are still growing especially in India. 
[12:43] Trendlines for e-commerce and search engine use. 
[15:22] How do you add generative AI to search engine use, for example, Perplexity AI? 
[17:51] Do generational differences in online behaviour change how digital marketing and content strategies work? 
[21:14] How do content creators adapt and decide which social media platforms to use? 
[23:43] Why the horizontal approach of broadcasting across all social media does not work anymore? 
[28:16] Success on any social media platform is based on chance and preparation. 
[32:04] Implications of TikTok’s potential ban in the US and how users shift from one platform to another. 
[35:25] From X (formerly known as Twitter) to Threads and TikTok to YouTube Shorts and Instagram Reels. 
[36:39] Insights on WeChat, Discord, and Telegram. 
[44:59] LinkedIn: a B2B social media platform for engagement but don’t discount YouTube. 
[48:57] The One Thing that Simon Kemp knows about Digital Report 2024 that very few do? 
[50:04] Why Generative AI usage is not in the Digital 2024 report. 
[54:59] Is Generative AI a new paradigm or should it be incorporated into existing digital use cases? 
[60:30] How Generative AI changes digital marketing, branding and advertising. 
[64:17] What Simon wished to add in the Digital 2024 but could not. 
[65:40] Closing. 

You can find Simon Kemp at X (formerly known as Twitter): https://twitter.com/eskimon and LinkedIn: https://www.linkedin.com/in/eskimon/ and the Digital Report 2024: https://wearesocial.com/sg/blog/2024/01/digital-2024-5-billion-social-media-users/ 

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

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

Digital Report 2024 and why Generative AI did not show up this time with Simon Kemp

Churchite

Duly

Pippiest

Phoniatric

Theftproof

Elliott Zaagman, co-host of China Tech Investor podcast, joined us to discuss how to understand Chinese technology companies as an investor. We discussed the theme and intended audience for his current podcast, and dived deep into how we can value the technology giants in China from Baidu, Alibaba and Tencent to the recent upstarts such as Pinduoduo and Xiaomi. Elliott laid out the deep misconceptions on Chinese technology companies and provided a different perspective to how they are vertically integrated companies with different products and services contrast to their western counterparts.

Analyse Asia with Bernard Leong

Episode 276: How to understand China Technology Companies as an investor with Elliott Zaagman

A weekly podcast dissecting the pulse of business, technology & media in Asia. Hear our host interviewing leading journalists, senior executives, respectable authors & thinkers, entrepreneurs & thought leaders to discuss the most important issues that move and shake the business landscape in the Asia Pacific. The show is originally created and hosted by Bernard Leong.

Episode 276: How to understand China Technology Companies as an investor with Elliott Zaagman

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