457 episodes

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

Analyse Asia with Bernard Leong Bernard Leong

    • Business
    • 4.7 • 21 Ratings

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

    Saison Capital and Real World Asset Monetization in Crypto with Qin En Looi

    Saison Capital and Real World Asset Monetization in Crypto with Qin En Looi

    "The one thing that has become quite clear in Asia, at least it's direct to retail - the government is not ready. The market is not ready. And there still needs to be a very high level of consumer protection. A lot more of a B2B-to-C approach. Where, let's say today's Web3 companies will need to partner up with existing licensed entities, whether they be licensed startups or even licensed institutions to provide their offerings to the retail. That's actually really good. Because it provides safeguards. We saw what happened last time when we didn't have those safeguards. So many retail investors lost money in FTX's spectacular blow-up, right? And that really hurt the space, that really hurt the trust, it really hurt the reputation of the space. So directionally it is inconvenient but necessary. For governments to I would say slow down or make access to retail a lot harder. Like in Singapore, we don't see any upcoming movements that crypto is going to be available to retail or easily available to retail anytime soon. We see the same in Hong Kong. The exception would of course be Dubai, but that's already more on the Middle East part, right? And then in the US, it's like a witch hunt. Basically, the long story short is it's still going to be very B2B2C driven, where the interface towards the masses, the retail, will still lie within licensed institutions." - Qin En Looi Fresh out of the studio, Qin En Looi, partner of Saison Capital, dives deep into the current developments and the future of Crypto and Web3 investments. He began with an overview of Saison Capital and its investment thesis. He shares how Saison Capital invests in the fintech and crypto space, and the current emergence of real-world asset (RWA) monetization, specifically in the tokenizing of physical assets on the chain. Last but not least, he shares what great would look like for Saison Capital.
    Episode Highlights:
    [0:00] Quote of the Day by Qin En Loi. #QOTD
    [1:20] Introduction: Qin En Looi from Saison Capital.
    [4:09] From entrepreneur to VC.
    [5:40] Lessons from Qin En’s career journey.
    [7:15] Overview of Saison Capital as a corporate VC and investment thesis.
    [11:10] Definition of Crypto, Web3 and Real World Assets (RWA) monetization.
    [14:40] Typical day as a VC for Qin En Looi.
    [17:53] Choice of Blockchains (L2, Alt-L1) for Development.
    [22:02] Web 2.0 vs Web3.
    [23:07] Case studies in Web3 and Crypto.
    [26:54] How Web3 model can reduce operational costs in TradFi.
    [31:27] Challenges of RWA in different crypto markets.
    [35:26] Fractional Ownership and Illiquidity in RWA.
    [36:02] Trends in Web3/Crypto and RWA.
    [39:45] The one thing that Qin En Looi know about RWA and Web3.
    [41:45] Role of Web3 in the Finance Industry.
    [43:06] What does great look like for Saison Capital?
    [43:45] 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 & 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 Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245
    Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia
    Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/
    Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia
    Analyse Asia Threads: https://www.threads.net/@analyseasia
    Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup
    Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

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

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

    "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 Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245
    Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia
    Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/
    Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia
    Analyse Asia Threads: https://www.threads.net/@analyseasia
    Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup
    Subscribe Newsletter on LinkedIn https://www.linkedin.

    • 1 hr 7 min
    Is TikTok going to be banned in the US? An Asian Perspective with Jing Yang

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

    "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 & 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.
    Analyse Asia Main Site: https://analyse.asia
    Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl 
    Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 
    Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia
    Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/
    Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia

    • 47 min
    Don't Ignore Asia Tech with Catherine Shu

    Don't Ignore Asia Tech with Catherine Shu

    "When I wrote about it, in addition to assuming that all Asia tech companies, particularly in China, were copycats of Western companies, I think there are also a lot of misperceptions about how easy it is to enter a market, especially when they're an Asian market, especially when there are incumbent players already. For example, Uber failed. Basically, they failed. That's a harsh word, but they failed in both China and Southeast Asia, where they were acquired by Didi in China and Grab in Southeast Asia. And then Facebook really fell flat on its face with a lot of markets with free basics, it undermined Net Neutrality and also assumed that consumers just because maybe they had to be price conscious, were willing to access only a handful of sites as opposed to having access to a free Internet. I think people also underestimate the influence that Asia has had in other parts of the world." - Catherine Shu Fresh out of the studio, Catherine Shu reflects on her 12 years at TechCrunch, chronicling the evolution of Asian tech from China to India. She highlights the rise of Chinese apps such as WeChat and TikTok's global impact and the shifting international views on Chinese tech. She explores India's rising tech scene, South Korea's startup growth with the rise of Coupang and Southeast Asia's expanding tech influence, with a focus on Grab. Shu offers her advice for journalists covering Asia's dynamic tech landscape and articulating what great looks like for Asia Tech in the future.
    Fresh out of the studio, Catherine Shu reflects on her 12 years at TechCrunch, chronicling the evolution of Asian tech from China to India. She highlights the rise of Chinese apps such as WeChat and TikTok's global impact and the shifting international views on Chinese tech. She explores India's rising tech scene, South Korea's startup growth with the rise of Coupang and Southeast Asia's expanding tech influence, with a focus on Grab. Shu offers her advice for journalists covering Asia's dynamic tech landscape and articulating what great looks like for Asia Tech in the future.
    Audio Episode Highlights:
    [0:40] Quote of the Day #QOTD by Catherine Shu.
    [1:38] Introduction: Catherine Shu, former senior reporter for TechCrunch.
    [2:50] Her thoughts on the TechCrunch recent layoff.
    [5:04] Catherine’s future plans.
    [6:34] Catherine shares lessons from her career journey.
    [8:07] Inspiration behind her last article on TechCrunch: Don’t Ignore Asia Tech.
    [9:30] Western Perceptions Change on Asia Tech over the decade.
    [11:02] Early misconceptions about Asia Tech in the West.
    [12:44] Evolution of Asia Tech from Catherine’s perspective.
    [15:14] Tech Coverage in Taiwan.
    [17:17] The one thing about Asia tech Catherine knows but very few do.
    [19:41] Why China succeeded with WeChat as the super app.
    [23:26] The rise in TikTok globally for Chinese Tech.
    [26:40] Perspectives on TikTok recent potential ban.
    [27:26] What the West learned from the super app revolution in China.
    [28:52] Why China was caught flatfooted with OpenAI’s ChatGPT in AI.
    [30:14] The future of Chinese startups.
    [34:01] How the Indian tech market evolved over the past decade.
    [35:58] South Korean Startup Ecosystem.
    [39:00] Is there really a Southeast Asia tech story?
    [42:34] Advice for future correspondents covering Asia Tech.
    [44:32] What does great look like for Asia Tech?
    [46:30] 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 & 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 Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245
    Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia
    Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/
    Analyse

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

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

    “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 a 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, 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 in Asia's financial markets and discussed the recent tumultuous situation in Chinese equities and what the 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 and 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
    Analyse Asia Main Site: https://analyse.asia
    Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl 
    Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 
    Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia 
    Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia 
    Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia
    Analyse Asia Threads: https://www.threads.net/@analyseasia 
    Sign Up for Our This Week in Asia Newsletter:
    https://www.analyse.asia/#/portal/signup 
    Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7

    • 52 min
    How Arta Finance Democratizes Wealth Management with Caesar Sengupta

    How Arta Finance Democratizes Wealth Management with Caesar Sengupta

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

    • 37 min

Customer Reviews

4.7 out of 5
21 Ratings

21 Ratings

gtsp1257 ,

Amazing content

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

briefasia ,

Love the content but

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

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!!!!

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