Analyse Asia with Bernard Leong

Lillian Li, the founder of the Chinese Characteristics newsletter, dives into the unique landscape of cloud computing and SaaS in China. She shares her journey from traditional economics to tech, emphasizing the cultural distinctions in software perceptions. Lillian explains why Chinese tech companies struggle with enterprise software adoption globally. She discusses the evolution of the Chinese cloud sector, stressing the importance of adapting software to local management practices. The conversation offers insights into bridging Western and Chinese tech narratives.

"So I think from a market perspective, Southeast Asia is still in its early stages. We probably do not have that much of that to have so many stable coins. End of the day circulation and liquidity is everything. So the one that is pretty much have the most adoption and since the circulating and support will be the one that most, probably 90% of everything will happen at." - Liu Tianwei Fresh out of the studio, Liu Tianwei, CEO and co-founder of Xfers, sit down for a discussion on the origin story of Xfers and shares the backstory in how the company has managed to launch their StraitsX exchange with the first stable coin XSGD in Southeast Asia. Tianwei dived deep into the weeds in how the team put together the white paper from concept to launch with key applications in DeFi and worked with the regulators and partners to launch the stable coin into action. Last but not least, he shared his perspectives on the ongoing convergence between cryptocurrency and fintech. Podcast Information: The show is hosted and produced by Bernard Leong (@bernardleong, Linkedin) and Carol Yin (@CarolYujiaYin, LinkedIn). Sound credits for the intro and end music: "Run it" by DJ Snake, Rick Ross and Rich Brian and the episode is edited by Geoffrey Thomas Craig.

"The way we've designed our strategy in the way of the businesses that we need to create sustainable value, and we need to do something good for the communities and the markets that we operate in. That is the best way to create shareholder value." - Bjarke Mikkelsen Fresh out of the studio, Bjarke Mikkelsen, CEO and founder of Daraz, joined us to discuss the origins of the e-commerce marketplace and the key trends on technology and business across South Asia in the midst of the COVID-19 pandemic. Bjarke shed light on the backstory on how Daraz was eventually acquired and fully owned by Alibaba Group. Last but not least, he shared his perspectives on the business trends in South Asia and explained how the businesses in region is poised to grow along with Daraz. Podcast Information: The show is hosted and produced by Bernard Leong (@bernardleong, Linkedin) and Carol Yin (@CarolYujiaYin, LinkedIn). Sound credits for the intro and end music: "Run it" by DJ Snake, Rick Ross and Rich Brian and the episode is edited by Geoffrey Thomas Craig.

Fresh out of the studio, Yat Siu, co-founder of Animoca Brands joined us in a conversation about the story of the company and offered his perspectives on true digital ownership, blockchain gaming, NFTs and the open metaverse. Yat Siu started the conversation with his backstory and how he eventually spun off the company Animoca Brands from the parent company to focus on blockchain gaming. Last but not least, he share his thoughts on the open metaverse and what it means for true digital ownership and play to earn in the crypto gaming space. "The open Metaverse, from our perspective, is the real Metaverse, because you can then have ownership. Once you have ownership, you care to keep it because it's precious and meaningful to you, but if you don't own anything, then you actually don't care to protect it because you're just simply a guest. And I think this is part of why we are so excited about non fungible tokens as digital property rights." - Yat Siu Podcast Information: The show is hosted and produced by Bernard Leong (@bernardleong, Linkedin) and Carol Yin (@CarolYujiaYin, LinkedIn). Sound credits for the intro and end music: "Run it" by DJ Snake, Rick Ross and Rich Brian and the episode is edited by Geoffrey Thomas Craig. Additional note: Yat Siu's profile photo is credited to Kevin Abosch.

Fresh out of the studio, Terence Lee and Jon Russell, two editors from well-known technology news outlets, joined us in a roundtable to discuss the evolution of media coverage in Asia in the past decade and offered their perspectives on what the future of media coverage would look like in the next decade. We discuss how different newsrooms deal with scoops and tip offs from sources, handle the right to reply with companies who are affected by the breaking news and the challenge of covering companies in Asia. "Usually the rule of thumb is that: we are very careful with anonymous sources. The bar that we set is that if the source has direct knowledge of what's happening, that is usually credible. If  you see a message from the CEO, if it's something like hearsay, or this person give us something from that person, we have a lot more to be careful and broadly speaking, that's how it works." - Terence Lee "So there's a very fine balance between doing things properly and mostly trying to make sure that you've got this lead in the right." - Jon Russell Disclaimer before discussion: BL has ownership of Tech In Asia indirectly and Jon and Terence do not represent the opinions and views of the media outlets which they work for as we reflected on how media coverage has been evolving in Asia. Podcast Information: The show is hosted and produced by Bernard Leong (@bernardleong, Linkedin) and Carol Yin (@CarolYujiaYin, LinkedIn). Sound credits for the intro and end music: "Run it" by DJ Snake, Rick Ross and Rich Brian and the episode is edited by Thomas Craig.

Fresh out of the studio, Venkatesh Saha, CEO Wise (or Transferwise) Asia joined us to discuss the geographical footprint and key business activities in Asia Pacific. We started with Venkatesh sharing his background story on how he came to join Wise. From then on, he dived deeper into the key business of Wise within the region and shared his perspectives on the current fintech trends in Asia.   So it's not just existing users who went deeper and got more comfortable and tried more products, but it's brought many new people who would have been forced to think about digital ways of living their lives. So I think that's the first thing that acceleration. The second thing, which has been a happy coincidence, is that a few years ago, government started taking fintech more seriously. - Venkatesh Saha Podcast Information: The show is hosted and produced by Bernard Leong (@bernardleong, Linkedin) and Carol Yin (@CarolYujiaYin, LinkedIn). Sound credits for the intro and end music: "Run it" by DJ Snake, Rick Ross and Rich Brian and the episode is edited by Thomas Craig.

Fresh out of the studio, Scott Beaumont, President Asia Pacific from Google joined us for an interesting conversation on why, what and how it takes to connect the next 2.5 billion people online in Asia. He discuss how COVID-19 has accelerated the digital adoption in Asia Pacific and broke down the key opportunities on how entrepreneurs can innovate and build their start-ups on the dynamics in the region. Last but not least, Scott offers his perspectives on the emerging technology trends and where they are heading from AI to quantum computing. If we're going to create equitable progress throughout Asia, then we need to make sure that everybody's got access to that technology. The demographics in Asia are astonishing.  Since COVID began, so 2019, in the last two years, we've seen about 217 million people come online for the first time, so a whole new Indonesia which is really quite remarkable.  What we want to do is make sure that they've got access to that technology, that they know how to use it, and that the products and services that they can leverage are meaningful to them. - Scott Beaumont Podcast Information: The show is hosted and produced by Bernard Leong (@bernardleong) and Carol Yin (@CarolYujiaYin). Sound credits for the intro and end music: "Run it" by DJ Snake, Rick Ross and Rich Brian

Fresh out of the studio, Michael Lints from Golden Gate Ventures discuss the Southeast Asia exit landscape for startups and what it means for investors all over the world. We discuss Michael's career and investment thesis as to what strengths and red flags he search in founders and start-ups. We dived deep into the exit landscape and explain how SPACs, direct listings and M&As will impact the startup ecosystem across Southeast Asia. At every single investor meeting, literally every single LP meeting. I got the same question. What is the exit landscape look like in Southeast Asia? The issue was that most exits were relatively small to other markets. The largest exits were at like around $200 million dollars. If you compare that to India or China, that's just a very small number. Every single LP was concerned that it's an emerging market. There's lots of happening under early stage, but at some point when we need liquidity as LPs and then where would that come from? - Michael Lints Podcast Information: The show is hosted and produced by Bernard Leong (@bernardleong, Linkedin) and Carol Yin (@CarolYujiaYin, LinkedIn). Sound credits for the intro and end music: "Run it" by DJ Snake, Rick Ross and Rich Brian

In episode 347, John Artman, technology editor from South China Morning Post (SCMP) discuss the dawn of a new era for China technology from the annual SCMP China Internet Report 2021. We dived deep into three key topics: the tightening regulation and new legislation introduced by the Chinese government on anti-trust, data protection and usage and how it differs from GDPR by the European Union; the aggressive geographic expansion of Chinese tech into Southeast Asia and the exploitation of private domain traffic on e-commerce in China. "Historically, the Chinese government make these really big moves, and they make an example of one or two companies and then they move on. Then maybe in a couple of years, they'll come back and they'll make examples again. When we're looking at some of these unfair practices, on the one hand, we do have some very visible and very public moves against the technology industry. But I think that, over time, it'll be interesting to see, how compliant some of these platforms are." - John Artman In conjunction with this episode, SCMP is providing a 30% off to the Analyse Asia audience for the CIR Pro report with the promo code: ANALYSEASIACIR. It won't apply until you go to the checkout page. This will be valid for 2 months till 30 Nov 2021. Here is the link where you can purchase the report with the promo code embedded. Podcast Information: The show is hosted and produced by Bernard Leong (@bernardleong, Linkedin) and Carol Yin (@CarolYujiaYin, LinkedIn). Sound credits for the intro and end music: "Run it" by DJ Snake, Rick Ross and Rich Brian

In episode 346, Benedict Evans shares his perspectives on the history and trends of technology. Benedict explores the different narratives spanning across the mobile wars between Apple & Google, generational shifts in digital transformation of enterprises, the challenges of app stores and digital advertising & privacy. Last but not least, he asks the key questions on what's next for technology.   There's some industries where 10 years time is the next product cycle. There's some industries where, you know what your rent's going to be in 10 years time. There's other technology: 10 years is right on the edge of science fiction.  You really don't know what you know, anything beyond 10 years, you really don't know what's going to happen, except there'll be more stuff. - Benedict Evans Podcast Information: The show is hosted and produced by Bernard Leong (@bernardleong, Linkedin) and Carol Yin (@CarolYujiaYin, LinkedIn). Sound credits for the intro and end music: "Run it" by DJ Snake, Rick Ross and Rich Brian