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

Analyse Asia with Bernard Leon‪g‬ Carol Yin and Bernard Leong

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

    The potential Gojek-Tokopedia merger with Rama Mamuaya

    The potential Gojek-Tokopedia merger with Rama Mamuaya

    Fresh out of the studio, in episode 340, Rama Mamuaya from DailySocial in Indonesia joined us to discuss a potential merger between Gojek, Indonesia's largest ride-hailing app and Tokopedia, the largest ecommerce site in Indonesia, and what it would mean for the most important market in Southeast Asia as well as their key rivals: Grab and SEA Group with Shopee. Rama introduced the backstory of Tokopedia, and discuss the dynamics on how Tokopedia and Gojek would merge under a SPAC backed by Peter Thiel and Richard Li. He provided the key reasons to why Grab and Gojek will not merge and offered his perspectives on how this will mean for the future of Indonesia startup scene.

    • 39 分鐘
    China AI Deep Dive: Computer Vision Report 2020 with John Artman

    China AI Deep Dive: Computer Vision Report 2020 with John Artman

    Fresh out of the studio, in episode 339, John Artman, the technology editor of South China Morning Post (SCMP) joins us on a conversation with China AI Deep Dive: Computer Vision Report 2020 published by SCMP research. We began the conversation with John’s reflections on the year of 2020 during the pandemic and then dived deep into the report, where John provide a comprehensive overview of the computer vision market in China with the four dragons: SenseTime, Megvii, CloudWalk and Yitu and what the tech giants in China are focusing on in the same sector. John also discuss the implications of the US-China tensions as to how it impact the CV market and offered his thoughts on where the key players will focus on, given the impending regulatory measures introduced by the Chinese government on data privacy and anti-trust.
    Podcast Information:
    RSS Feed Apple Podcasts Himalaya Spotify Libsyn Google Play Overcast FM SoundCloud Luminary Twitter Facebook Video Facebook Page Linkedin Stitcher Castbox RadioPublic Acast PodBean ListenNotes TuneIn The show is hosted and produced by Carol Yin (@CarolYujiaYin) and originally created by Bernard Leong (@bernardleong, Linkedin). Sound credits for the intro music: Taro Iwashiro, “The Beginning” from Red Cliff Soundtrack.

    • 36 分鐘
    Reflections and Predictions on China and SoftBank in 2020 with Shai Oster

    Reflections and Predictions on China and SoftBank in 2020 with Shai Oster

    Fresh out of the studio, in episode 338, Shai Oster, the Asia Bureau chief for The Information is back on his annual review with us again to discuss the state of China technology giants and SoftBank in the time of COVID-19 pandemic and predict what is to come in 2021. Starting the conversation, Shai reviewed the predictions he made in 2019 and explored the impact of COVID-19 pandemic on how they played out in 2020. From there, Shai reflected on the year that dominated the headlines in 2020: the diffusion of the China-US tensions to other regions: India and Australia against China tech giants, Tik Tok's problems in the US, Ant's botched IPO and SoftBank's attempt to go private. Last but not least, Shai offered his predictions for 2021 and what is to come for the Chinese technology giants and SoftBank for the year ahead.

    Here are the interesting show notes and links to the discussion:
    Shai Oster (@beijingscribe, LinkedIn, TheInformation Profile), Asia Bureau Chief in The Information  So since your last appearance on the show, what have you been up to? 2019 Predictions:  China & US: Trump’s impeachment China economy: growth  Tiktok will retreat from US, scale back & renew focus china, maybe India, Southeast Asia and Africa: accurate  Huawei  The shift of Chinese money to other markets 2020 Events that shook China and SoftBank: The China-US tensions have exacerbated and percolated to other regions now (and that includes Australia and India) to Chinese companies: 1/ India banning 47 apps including Wechat, Tik Tok and many apps from China and 2/ Australia and US banned Wechat. Let’s go to India first, given that the major unicorns are invested by Chinese tech giants, for example, PayTM by Alibaba, and the rise of local giants such as Reliance Jio backed by a strong US consortium: Facebook, Google, Silver Lake Partners, KKR, how do you see the challenges moving ahead for Xiaomi, which is dominant in India as well?  How do you think the Biden administration will handle the current tensions with China?  In the year ahead, do you think China will come down hard on US companies that are heavily invested here, like Apple or Starbucks Coffee? Currently, the Chinese government has directed the local companies to be self-reliant, and specifically in the semiconductor industry, does that mean that we will see the decoupling of the supply chain accelerate much quicker? Given that Tencent owns a few major gaming companies, for example, Epic, and with the recent lawsuit between Apple and Epic, do you see a possibility that the US government will pressure Tencent to divest their holdings in the US? Tik Tok’s problems in the US and elsewhere: First, Kevin Mayer, the former CEO of DisneyPlus was poached and then became the CEO of Tik Tok US and Group COO, and subsequently resigned in July 2020, given the Trump’s administration insistence that the company has to be sold. Finally, after talks with rumors that Microsoft might acquire the entity completely, the eventual decision is that Oracle becomes the beneficiary of being an investor (along with Walmart) for Tik Tok US to ensure that data resides in the US. What are your thoughts on Tik Tok’s current situation in the US?  Can ByteDance grow further given that there is so much pushback from other markets? Where do you see ByteDance’s growth markets are? Will be they turn inwards towards domestically or expand to other markets where the push back is lesser, for example, Southeast Asia? The Botched IPO of Ant Financial and what’s going to be next? The Chinese government has ended Ant Financial’s IPO with direct interference from President Xi as reported by various outlets. What are the causes in your opinion as to why the IPO ended up not happening? What are the implications for Alibaba Group as a whole with Ant Financial not able to IPO? What must Ant Fina

    • 1 小時 6 分鐘
    The Ant Group's Botched IPO with Rui Ma

    The Ant Group's Botched IPO with Rui Ma

    In episode 337, Rui Ma from TechBuzz China podcast joined us in a conversation to break down what just happened to Ant Group's IPO and why it was halted at the eleven hour by the Chinese government. At the start of the conversation, Rui Ma shared the back story and explained how Ant Financial have built their business from the escrow and payments app to now a vast financial business with lending and investment services included. Last but not least, Rui Ma dived deep into the regulatory landscape and offered the different scenarios to when Ant Group might be able to IPO in the future.
    Here are the interesting show notes and links to the discussion:
    Rui Ma, Creator & Host of Tech Buzz China podcast by Pandaily produced by SupChina (LinkedIn, @ruima) Since our last conversation in April 2020, what have you been up to?  Ant Group and why China slams the brakes on their IPO Before we start talking about the IPO, let’s understand the company a little bit more. Can you talk about how Ant Group was initially started as Alipay by Jack Ma and then became Ant Financial? I believe there was a huge controversy about the founding of Alipay as well right? What is the current ownership of Ant Group like and who are the key stakeholders?  Can you talk about the many branches of business that they offer and how these businesses are structured? For example, the lending & investment business? Alipay is just one of the different products which sits within Ant Group. There are other products, for example, Zhima Credit, Huabei, Jiebei, MYBank, Ant Insurance, etc. Can you talk about how these products are organized by the different businesses within Ant Financial? Ant Financial changed their name to Ant Group in June 2020 wanting to stress that they’re not just a finance company but a tech company. Why do you think they wanted to shift away from this kind of branding and do you believe in this rhetoric? How has Ant Financial worked within the regulatory landscape in the financial services sector in China? But as we all know, one day after the US Elections on Nov 4, the Chinese government halted the IPO. What happened and what is the current status of Ant IPO?  If the Ant IPO did take place, what would have been the prospects of growth for the company? What are the implications of Ant Financial’s botched IPO towards the Alibaba Group?  Do you think that they will be going public in the next half a year or beyond? Closing Can you recommend something that has inspired you recently? Rui Ma's recommendation: Esther Perels, Where Should We Begin podcast Where can my audience find you?  Podcast Information:
    RSS Feed Apple Podcasts Himalaya Spotify Libsyn Google Play Overcast FM SoundCloud Luminary Twitter Facebook Video Facebook Page Linkedin Stitcher Castbox RadioPublic Acast PodBean ListenNotes TuneIn The show is hosted and produced by Carol Yin (@CarolYujiaYin) and originally created by Bernard Leong (@bernardleong, Linkedin). Sound credits for the intro music: Taro Iwashiro, "The Beginning" from Red Cliff Soundtrack.
    analyseasia · The Ant Group's Botched IPO with Rui Ma

    • 46 分鐘
    The SCMP China Fintech Report 2020 with Eugene Tang

    The SCMP China Fintech Report 2020 with Eugene Tang

    In episode 336, Eugene Tang, business editor from the South China Morning Post (SCMP) joined us to discuss the China Fintech Report 2020 where he dissect the latest important trends in the fintech market. Eugene started the conversation with a story of his career and interesting learnings in his journey. From there, he dived into the key themes of the China Fintech Report 2020, from explaining how the fintech space in China are currently dominated by the tech giants in China, the impact of AI in the industry and most important, what the new digital cryptocurrency launched by China would mean for its domestic economy and the rest of the world.
    Here are the interesting show notes and links to the discussion:
    Eugene Tang (LinkedIn), Business Editor, South China Morning Post (or SCMP in short) What is your current role and responsibilities as the business editor for South China Morning Post?  How did you get started in your career?  In your career journey, what are the key learnings you can share with our audience? China Fintech Report 2020 by SCMP (Promo Code for 20% off: ANALYSEASIA) What are the key themes for the China Fintech Report 2020?  What is the intended audience for the report? Let’s start with the key observations, in the report, the tech giants in China for example, Alibaba Group, Tencent and Baidu and JD and Ping An are currently leading in the fintech race. Can you explain how these companies have built their digital only banks and help to broaden economic development with micro loans to customers and extending credit to SMEs?  What are the underlying technologies in China Fintech that have helped to propel their advances in the past few years, for example in the payments space? How do you see artificial intelligence (AI) influence fintech growth? Can you provide any examples that are stated in the report (for example MYBank and Daokou Fintech)? Global expansion for Chinese fintechs has been ongoing in the recent years. Can you expand on how fintech in China can help different parts of the world, specifically in broadening financial inclusion? Can you discuss the state of blockchain technology in China and the vision for China to establish the first central bank issued digital currency? What are the implications for the Chinese economy as of when and if the digital currency is launched? What are the regulatory shifts for Chinese fintechs?  What are the new rules in play that will change the landscape in the next year? Recently, the Ant IPO has been delayed because of the clash with the financial regulatory body in China. Can you offer your perspectives on the issue?  What will be the key challenges for Chinese Fintech in the year ahead?  Closing Can you recommend a book, movie, podcast or anything which have inspired you recently? Eugene's recommendation: Investigation of Competition in Digital Markets by US Congress How can your audience find you? Editor's Note: SCMP has kindly offered a 20% discount for the China Fintech Report 2020 to all listeners of Analyse Asia podcast and please click on this link and enter the promo code: ANALYSEASIA
    Podcast Information:
    RSS Feed Apple Podcasts Himalaya Spotify Libsyn Google Play Overcast FM SoundCloud Luminary Twitter Facebook Video Facebook Page Linkedin Stitcher Castbox RadioPublic Acast PodBean ListenNotes TuneIn The show is hosted and produced by Carol Yin (@CarolYujiaYin) and originally created by Bernard Leong (@bernardleong, Linkedin). Sound credits for the intro music: Taro Iwashiro, "The Beginning" from Red Cliff Soundtrack.
    analyseasia · The SCMP China Fintech Report 2020 with Eugene Tang

    • 27 分鐘
    The Google e-Conomy Southeast Asia 2020 Report with Stephanie Davis

    The Google e-Conomy Southeast Asia 2020 Report with Stephanie Davis

    In episode 335, Stephanie Davis, Vice President of Google Southeast Asia, joined us in a discussion on the latest e-Conomy Southeast Asia (SEA) report and dissect the latest digital trends and discuss how the different industries are moving under the impact of the COVID-19 pandemic. Stephanie started on the key themes, takeaways and intended audience for the report and broke down the key verticals which have benefitted during the COVID-19 pandemic and which industries have faced the strongest headwinds, for example travel. Last but not least, Stephanie offered an optimistic outlook to what 2021 will look life given the uncertainty ahead.
    Here are the interesting show notes and links to the discussion:
    Stephanie Davis, Vice President, Google Southeast Asia (LinkedIn) What is your current role and responsibility in Google?  How did you start your career and end up in Singapore? In your career journey, what are the key learnings you can share with our audience here? e-Conomy Southeast Asia (SEA) 2020 by Google, Temasek and Bain & Company This is the 5th year of the e-Conomy report, and it is assembled by Google, Temasek (Singapore’s sovereign wealth fund and a key investor to many startup unicorns from China to Silicon Valley) and Bain & Co (one of the well-known consulting firms). To start the conversation, what are the key themes from the e-Conomy 2020 report this year? Who are the intended audience of the 2020 report? Southeast Asia has often been touted as the next geographical region after China and India. In 2020, the COVID-19 pandemic has dominated the headlines of every nation in the world, and has acted as a catalyst to digital growth & transformation. How has COVID-19 pushed the population of Southeast Asia to come online or accelerated this process, and where is this new growth coming from? What are the three key verticals which have benefited from the COVID-19 pandemic?  Given that most of the world is still caught in a lockdown, you’re probably WFH as well, what is both the quantity and quality for digital engagement of users in the Southeast Asia region? Has the economic growth in Southeast Asia slowed down? Which countries within Southeast Asia have shown growth and which ones have slowed down? Can you talk about how ecommerce has thrived this year and what kind of headwinds do you see in the coming year?  As more people go digital in the years to come, we see that fintech, entertainment and gaming will continue to grow, where do you see the behaviour and activity of different stakeholders such as consumers, businesses, and regulators within this ecosystem? One of the sectors that is gravely affected this year is, of course, the travel industry. Where do you see the signs of recovery?  The Chinese word for crisis consists of 2 characters that mean danger and opportunity, and as Einstein has once said, “In the midst of every opportunity, lies great opportunity.” So what are the two verticals that have emerged this year?  Temasek is a co-publisher of the report, they’re Singapore’s sovereign wealth fund and a key investor of many startups from China to Silicon Valley, so how do you see the startup space evolving with regards to deal activity, diversification of portfolios by investors from private equity to venture capital?  What is the outlook for businesses in the year ahead? Should we be optimistic given that the pandemic has both accelerated digital transformation but also shut down many businesses at the same time? Closing Do you have any recommendations (for example, books, podcasts, videos or articles) which you can recommend to our audience? Stephanie's recommendations: Podcasts 1/ Mental Health, Disability and the Invisible 9%, 2/ How Authority and Decision Making differs across Cultures, 3/ Transgender Inclusion; Books: How to be an anti-racist by Ibram X. Kendi How do my

    • 45 分鐘

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