300 episodes

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 Bernard Leong

    • Business

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.

    BiliBili in China with Rui Ma

    BiliBili in China with Rui Ma

    In episode 322, Rui Ma from Techbuzz China joined us to discuss Bilibili in China and discuss how the video site has grown from a niche community of anime lovers to its now proclaimed "Youtube of China". Starting from the origin story, Rui Ma traced the backstory in how Bilibili came to be and how the site has diversified their monetisation revenues from esports, ecommerce to advertising. Last but not least, she discuss how Bilibili balances its current growth strategy against the patience of the community behind after going public.
    Here are the interesting show notes and links to the discussion (with time-stamps included):
    Rui Ma, Founder of Euzen Labs and Host of TechBuzz podcast by Pandaily produced by SupChina & Extra Buzz Newsletter (LinkedIn, @ruima) [0:28] Since our last conversation, what have you been up to? [0:31] Bilibili in China [1:19] Can you talk about the origin story of Bilibili and how it has become a platform for fans who are experts in certain niches such as anime in China? [1:40] Who are the founders of Bilibili? [5:08] What are the monetization models for Bilibili? [7:55] How much that Bilibili has ventured into e-sports after acquisition of an e-sports team? [10:24] What are the major similarities & differences between Bilibili and Youtube?[12:50] User experience on Bilibili - bullet comments [15:44] Most popular phrases that come from bullet comments in 2019 - AWSL [17:30] Can you describe how users actually register and get themselves memberships on the Bilibili? How is this different from public social networks out there such as Facebook, Wechat?  [18:45] What are the interesting partnerships that Bilibili has done so far for example, New Year Gala with Xinhua Agency and ecommerce with Taobao (Alibaba)? [21:02] Do you think that the Bilibili model can be exported to the US, India or Southeast Asia? Are there already examples of similar models out there? [22:55] The balance between growth and user community interests in Bilibili [26:30] Other references: Check out Techbuzz China's Episode 57: Bilibili - The YouTube of China? Closing [28:30] Anything if you want to recommend that inspire you recently? [28:35] David Epstein "Range" How do my audience find you? [29:01] 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.

    • 29 min
    China AI Report 2020 by SCMP with Gareth Nicholson & Sarah Dai

    China AI Report 2020 by SCMP with Gareth Nicholson & Sarah Dai

    In episode 321, Gareth Nicholson and Sarah Dai from South China Morning Post discuss the recently launched China AI Report 2020. In the interview, Gareth and Sarah share the key themes and intended audience for the report and offered their perspectives to how artificial intelligence (AI) has evolved in China. We examine the key drivers behind the growth of AI in China and how China is solving the talent pipeline given it's an evolving technology and what we should expect in the next few years.
    Here are the interesting show notes and links to the discussion (with time-stamps included):
    Gareth Nicholson, (LinkedIn) senior news editor on the Technology desk and Sarah Dai (@sarah_dai, Linkedin), senior reporter from South China Morning Post (SCMP) Can you talk about your roles in SCMP and what do you do? China AI Report 2020 by South China Morning Post What are the key themes for the report? Who is the intended audience for the report? What key drivers are behind the growth of AI in China?  If we look at the Chinese market on AI, how do we size the market?  Are there any cultural differences between US and China in their attitudes towards AI? Do they push how the AI technology has evolved in China? What are the key verticals where AI are dominating in China? Which are the AI startup unicorns in China which we need to watch? How does China solve the talent pipeline for AI given that it is an evolving technology? Unlike the US, China has the hardware advantage that accelerates AI computations. How do they augment the AI market and how are they viewed by investors? What are your perspectives on the different verticals of AI in China? Autonomous Driving Finance  Healthcare Retail  Smart Cities Smart Homes  Manufacturing Where do you think that the Chinese AI industry will evolve towards in the future? Closing Where can our audience find the China AI Report 2020 by South China Morning Post? (Do note that there is a 20% off till the end of the month if you click on this link) Where can our 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.

    • 28 min
    The COVID-19 Coronavirus and its impact from China to Asia Pacific Part 2 with Carol Yin

    The COVID-19 Coronavirus and its impact from China to Asia Pacific Part 2 with Carol Yin

    In this episode, Carol Yin and guest host Deng Yuying, CEO of Altizen continues their conversation on the COVID-19 coronavirus and examines its impact from China to Asia Pacific. They discuss the latest updates on how the coronavirus has now spread to Korea, Japan, Italy, Iran and US, while examining how different industries from tourism, airlines ,ecommerce, pharmaceutical and health supplies are affected by the COVID-19 outbreak. Last but not least, they analyzed the short, middle and long term impact of the virus and break down the different scenarios on where this may lead in the upcoming months in 2020.

    Here are the interesting show notes and links to the discussion (with time-stamps included):
    Carol Yin (@carolyujiayin, LinkedIn), Host of Analyse Asia and guest host Deng Yuying, CEO of Altizen (@yuyingdeng, LinkedIn) [0:55] The Wuhan Coronavirus and its impact to Asia Pacific Part 2 [1:00] What has been the recent updates in China with respect to the COVID-19 virus? [1:07] Since our last conversation, what has happened with the Coronavirus globally? (US, Italy, Korea and Japan) [2:35] Which countries have closed their borders to China now in both flights and immigration? [3:25] Business Impact of COVID-19 in China and Asia Pacific How about the foreign multinationals such as Tesla, Foxconn and Apple where they are highly dependent on the Chinese supply chain? (Reference: Apple) [5:00] Can you talk about the countries in Asia Pacific which are affected? [7:21] Japan: Schools are closed and the likelihood of cancellation of the Tokyo 2020 olympics  Korea: How Korea has suddenly reported a surge in cases Southeast Asia: Indonesia and Thailand [11:02] Let’s examine the short, middle and long term impact for industries in detail [12:35] Tourism [12:55] Airline Industries: There is a possibility of airlines going bankrupt as Cathay Pacific and Singapore Airlines have announced paycuts for their staff. [15:30] What are the industries benefited from the coronavirus? [16:30] Technology industry: Gaming industry (Tencent), Ecommerce (Alibaba), Zoom - remote working [16:50] Pharmaceuticals and medical supplies (shortage of masks and sanitizers) [18:50] What should we expect in the next couple of weeks and months? [19:30] McKinsey Report: COVID-19 - Implications for Business Report on 27 Feb 2020 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.

    • 25 min
    The COVID-19 Coronavirus and its impact from China to Asia Pacific with Carol Yin

    The COVID-19 Coronavirus and its impact from China to Asia Pacific with Carol Yin

    After a long hiatus, in Episode 319, our host Carol Yin takes the seat to discuss the recent COVID-19 coronavirus and examine the impact of the pandemic to the rest of Asia Pacific and globally in two part series. In the first part of the series, together with the guest host, Yuying Deng, Carol related her experience living through the challenging times in China before and after the COVID-19 virus broke out. We discuss the origins of the virus, the measures in how the Chinese government are dealing with the outbreak, the outpour of grief from the Chinese over Dr Li Wenliang's death and broke down the major misconceptions perpetuated by media outlets.
    Here are the interesting show notes and links to the discussion (with time-stamps included):
    Carol Yin (@carolyujiayin, LinkedIn), Host of Analyse Asia and guest host Deng Yuying, CEO of Altizen (@yuyingdeng, LinkedIn) The COVID-19 Coronavirus (WHO site) and its impact to Asia Pacific (Reference: Nikkei Asia Review) A view of how the pandemic with the COVID-19 virus started before and after the outbreak made public and during Chinese New Year from Carol's perspective [0:52] To start, let’s take a chronological approach to the whole incident, how did the coronavirus originated in Wuhan and started spreading across Asia Pacific and other parts of the world? [8:49] Wuhan is a major transportation hub and the city is of the size of Pittsburgh in the US. Did the Chinese New Year holidays catalyse the spread of the virus due to the large scale movement of people within China? [12:58] How about the virus? Where did it originate? How does it compare to the SARS situation in 2003 or similar outbreaks? [14:54] What are the symptoms for someone who contract the coronavirus and how do we know if we suffer from flu or the coronoavirus? [17:15] What has the Chinese government done so far in China? [19:10] How are the small and medium businesses in China coping with the outbreak? [26:21] What is the situation within Wuhan itself and the rest of China? [27:15] What are the misconceptions that the rest of the world have with regards to the coronavirus? [30:46] What is it like now living in Shanghai and dealing with the COVID-19 outbreak? [33:00] When are things likely to go normal in China such that the Chinese government will stop the pause button currently with their response to the situation? [36:03] Dr Li Wenliang's death and why the Chinese were outraged by his death. (Source: Financial Times) [37:00] As of today (and recording is accurate as of 9 Feb 2020), how many cases are confirmed in China and the rest of the world? [40:40] The impact of COVID-19 on groceries deliveries [45:25] Misinformation in the Internet across the world with tech platforms struggling to deal with them (Wechat, Twitter) [46:40] Wechat fact checking platform against Twitter's no fact checking. 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).  Sound credits for the intro music: Taro Iwashiro, "The Beginning" from Red Cliff Soundtrack.

    • 47 min
    The State of China & SoftBank in 2019 with Shai Oster

    The State of China & SoftBank in 2019 with Shai Oster

    Shai Oster, the Asia Bureau Chief from The Information reviews the year of 2019 on how the technology giants in China and SoftBank have fared and offers his annual predictions to what will be happening in 2020. Shai reviewed his 2018 predictions and ranked how each of them have gone for 2019. In addition, he offered his perspectives on how Huawei and ByteDance will face constant challenges in their overseas expansion and whether SoftBank will raise their 2nd fund and the downstream impact from their debacle with Wework trickling down to Oyo, Didi and Grab in 2020. Last but not least, Shai throws forward what he thinks will happen in 2020.
    Here are the interesting show notes and links to the discussion (with time-stamps included):
    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? 2018 predictions  Didi to IPO in end 2019. ByteDance will continue to grow and fight Facebook in Southeast Asia, but will not IPO.   Ant Financial’s path to IPO is not clear. What will happen to Xiaomi with their overseas expansion? First-quarter of scary growth in China and followed by the wave of government stimulus in China. State of China and SoftBank for 2019 What are the few events which you feel that 2019 has shifted the trajectory for SoftBank and Chinese tech giants? Event 1: The US and China Relationship: There is obviously a lot of tension between the two countries, and a display of that tension can be seen in what has happened to Huawei in the last year. There was the trade ban that is forcing US companies like Google & Qualcomm to stop providing to Huawei & also the FCC ban that stops the use of government fund to purchase equipment from Huawei. It seems like Huawei is always in the news these days, from their product launches, to their lawsuits, and also the recent employee detainment allegations. How has Huawei been doing and coping with all the challenges they’re facing in the U.S.?  Do you think that the Huawei CEO has been responding well to the critics? What is the future of 5G for Huawei across the world?  Event 2: The SoftBank debacle with Wework and Vision Fund 2 We all know that WeWork is not what used to be, so has Vision Fund 1 reached the peak with Wework’s collapse? How has that changed the way how the public markets have perceived the startup unicorns given that Uber have not performed well for their IPO and Wework failed to even go public?  Will Oyo in India be the next on a similar trajectory with Wework?  Will SoftBank be able to raise the 2nd Vision Fund in 2020? Are the other unicorns backed by SoftBank in danger, for example, Bytedance and Grab?  Event 3: The public markets for Chinese Tech Startups Alibaba has just popped in the Hong Kong Stock Exchange, after Xiaomi and Meituan-Dianping, do you think that HKSE will be the Chinese tech startups’ port of call for IPO? With the chaos in Hong Kong and investors moving their assets from Hong Kong to Singapore, do you foresee that the HKSE will lose its pole position as a financial hub and what it means for chinese tech giants planning to go IPO? Other long term implications & effects to businesses & tech companies?  Event 4: Bytedance Will Bytedance end up in the same predicament similar to Huawei? Bytedance is also getting pushback in India, does that mean that the overseas growth potential for this company will end?  Event 5: Overseas expansion for Chinese Tech Titans Will the Chinese Tech Titans focus on Southeast Asia, India and the rest of the world instead of continuing its trajectory to put a foothold in the US? Can they compete with Google, Amazon and Facebook in these nascent markets?  What will be your predictions for 2020 and what are the key things you will be watching out for? China & US relations

    • 59 min
    Shift to the East with Simon Kemp

    Shift to the East with Simon Kemp

    Simon Kemp, founder and CEO of Kepios joined us to discuss the recent Digital 2019 Q4 Global StatShot Report and share the major observations in how Asia Pacific has shifted social media from the west to the east. Starting from the report, Simon shares the key major observations including Asia's rising, Tik Tok vs Facebook and how 5G will shape mobile and social media in 2020. Last but not least, Simon offers his predictions on the digital world as he looks forward to 2020.
    Here are the interesting show notes and links to the discussion (with time-stamps included):
    Simon Kemp (@eskimon, LinkedIn), Founder & CEO of Kepios We met during the live show in Singapore and many thanks for coming on as one of our three mysterious guests on the show. Since our last conversation, what have you been up to?  Shift to the East: We Are Social Q4 Report and Q4 2019 StatShot Report. Reference: The DataReportal library of free reports What are the key major trends that you have observed globally and then specifically to the Asia Pacific? In this Q4 report, you talk about Asia’s rising, can you break down what the key observations are? How has been the growth in social media like in Asia Pacific: is it growing, stagnating or declining? Based on the recent backlashes on Facebook, does the data show that the social media site has been on a decline? And are other platforms owned by Facebook such as Whatsup & Instagram been affected? What about Tik Tok? How has their growth in Asia Pacific like? Do you think that Tik Tok will face significant headwinds in the US similar to Huawei? Specifically, the top apps in the Asia Pacific are no longer just confined to China but also in Japan and Korea as well, is it a foreshadowing of a longer trend? What are some new social media sites/apps/networks that you are monitoring that no one else is looking at in the region? How is 5G transforming China & Asia Pacific in this quarter? What should we be looking forward to in 2020?  Closing Do you have recent recommendations of books or anything else to share? Simon's recommendations: Danny Denhard’s newsletter, How 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).  Sound credits for the intro music: Taro Iwashiro, "The Beginning" from Red Cliff Soundtrack.

    • 30 min

Customer Reviews

briefasia ,

Love the content but

Can barely hear the new host... sounds like falling asleep...?

gtsp1257 ,

Amazing content

Great breadth of guests and content. Learnt a lot from this series!

MCKapur ,

Interesting analysis that gave me insight

Good genuine podcast that I enjoyed listening to on the bus.. I am a developer in Asia so it suited me well, but I also felt that the analysis was quite insightful, helped me to educate myself on different topics in tech. Great job!!!!

Top Podcasts In Business

Listeners Also Subscribed To