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How to Catch the Boom in China Tech
I came to China in 2004 as an intern from Motorola, and that gave me a sense of the growth. I returned to China 2009, 2010, on essentially a bi-monthly basis, really as a commodities trader. And we were hearing about cute names like Tencent, which at the time didn't mean much. It was really a still relatively unknown market. The technology companies there didn't have global standing. But it felt to me like it was a secular momentum towards this becoming a global technology power.