China Tech Investor cover image

CTI 79: Kuaishou, Tencent, and Xiaomi earnings, with Michael Norris

China Tech Investor

00:00

The Most Chronically Underrated Risk

If relations deteriorate between the us and china, that you will have both tit for tat er trade tariffs as well as tit for tats inclusions on each respective countries entity list. I would refer ryan to e entity listthey had a near escape at the top of the year,. i think it's a fair assumption to say that n you soult o, flip open the black book and your finger runs across the list of names, and you arrive at salme pretty quickly. The risk isn't necessarily regulation or or forced limits. But if, if facebook is anything to compare for online advertising, i think they could, ther's a long way they could go there.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app