Linghao Bao
Lead AI and semiconductor analyst at Trivium China who offers expertise on Chinese AI startups, semiconductors, and technology policy implications.
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Jan 24, 2026 • 1h 25min
Ep 53 - Financial regulators start 2026 with a bang + Beijing’s view on the Meta-Manus deal
Dinny McMahon, Head of Markets Research who explains China’s macro and financial policy moves, and Linghao Bao, lead AI and semiconductor analyst who covers Chinese AI startups. They discuss Beijing’s blitz of market and credit measures to manage a slow‑growth rebound. Then they explore Chinese regulatory scrutiny of Meta’s Manus deal, the tools Beijing can use, and what it signals for AI startups.
