Asia Business Podcast

On the heels of the Shanghai Automotive Show, Bill Russo of Automobility Ltd. joins us for a deep dive on the automotive industry and which types of players are likely to be winners and losers in the biggest global markets - China and the US. Producer Jacob Thomas Follow Us LinkedIn Apple Podcasts

Our latest deep dive on China tech. Semiconductors companies used to be boring. Now they are at the frontline of a global macro competition between two powers. We look at the China semiconductor industry and the challenges it faces as it seeks to bring more of the value chain home locally and rely less on foreign suppliers. A bridge too far? Have a listen and find out. Guests: Stewart Randall, Director of Operations and Global Lead for Electronics and Embedded at Intralink in Shanghai. Nalin Balan, Head of Sales and Business Development for Reality AI in San Francisco and former Head of IP Sales for Asia Pacific at Cadence Design Systems. Producer Jacob Thomas Follow Us LinkedIn Apple Podcasts

A wide ranging interview with Ker Gibbs, President of the American Chamber of Commerce in Shanghai. On how the new Biden Administration will impact US-China relations, the approach US companies are taking towards corporate investments in challenging bilateral times, and how Amcham helps advocate for US businesses at all levels and on both sides of the Pacific. Ker acknowledges the multiple challenges we have to address, and gives us a very real and honest interview from someone who has seen a lot in the last few years and can best give us a window into what will come next.Producer Jacob Thomas Follow Us LinkedIn Apple Podcasts

In this episode we lean on the experience of three foreigners who have done business in China for decades - Rich Robinson, Joanne Wood, and Dan Krassenstein. A wide ranging discussion on favorite China personal experiences, lessons to adapt to doing business in China, and how they see cross-border trade and investment trends with China going forward.Producer Jacob Thomas Follow Us LinkedIn Apple Podcasts

In the wake of the recent IPO, we interview three early members of the Airbnb China team on how Airbnb found and stuck to its core advantages against an array of local competitors. And how it managed to emerge as a rare Western tech startup success story in China. Guest lineup: Robert Hao, Co-Founder and COO of Hype, Ltd., Director of Business Operations and Strategy, HCO, Head of Supply at Airbnb 2012-2017 Bryan Huang, Founder at Annabai Technology, IT Manager at Airbnb 2015-2018 Ziyang David Fan, Head of Digital Trade at World Economic Forum, Senior Legal Counsel at Airbnb 2015-2017 Producer Jacob Thomas Follow Us LinkedIn Apple Podcasts

When you look at the actual origin of investment flows, China is now the biggest investor in Indonesia. And two macro trends are currently at play in the trade relationship. Chinese (and other) manufacturers are diversifying out of China and finding relatively young and affordable Indonesian labor attractive especially as other countries like Vietnam become saturated and more expensive. And Indonesia as we know has become a major potential market for an investment opportunities by Chinese technology companies, and Chinese capital in general. We talk with Liky Sutikno, Chair of the Indonesia Chamber of Commerce in China (Inacham) on this and other issues. Liky explains how Indonesia has been shifting its focus to use its abundant labor and natural resources to attract overseas investment on the condition that Indonesia does more and more value-added processing work, not just resource extraction and export. We also dive into major trade zones and infrastructure projects and the role for Chinese players there. We further get into the role of the Chinese-Indonesian business community in bridging the two economies. And finally we discuss opportunities for Indonesia companies starting out in certain niche industries to expand into the Chinese market directly. Have a listen and please remember to subscribe on your favorite podcast channel.Producer Jacob Thomas Follow Us LinkedIn Apple Podcasts

We interview Lishuang Chen, Founder & CEO at A&J Consulting International, and Director of International Relations for Zhejiang Foreign Economy Interchange Association. On the challenges and opportunities for Chinese companies doing business in India. • Branding – how are Chinese brands viewed in India in these tense political times? • Management styles – how much do Chinese companies localize and how do management styles need to adapt? • Regulatory challenges – how do Chinese companies navigate India’s historically difficult regulatory environment? • What has made Xiaomi in particular so successful and how is it seen today in many ways as a local brand not a Chinese brand? • As Chinese manufacturing companies diversify production out of their home base, how do Chinese companies recreate their manufacturing process and supplier ecosystem in India? Producer Jacob Thomas Follow Us LinkedIn Apple Podcasts

Our Roundtable format continues with predictions for whether new foreign investment will increase, decrease or continue to flatline in the next 5 years. Our panel includes: -Paul Lin - Brand Marketing Consultant at Xavor Corporation and Chair of the Marketing Committee at Amcham Shanghai -Nico Bahmanyar, Senior Consultant at LEAF, a French law firm in China -Tommy Greb, Partner at Olivar & Greb Capital Management We dissect the consumer, tech, and financial services sectors and give feedback based on what we are seeing with our actual clients here in China. We also unpack the latest Amcham Shanghai China Business Report and try to explain the reasons behind the trends in business climate satisfaction and concerns multinational companies are voicing here.Producer Jacob Thomas Follow Us LinkedIn Apple Podcasts

What could possibly stop a seemingly unstoppable Chinese fintech company? Let's get into it here on the upcoming Ant Financial IPO. A roundtable edition of Ganbei with special guests: -James Hull, Founder of Hullx and co-host of the China Tech Investor Podcast -Brian Fleming, Member at Miller & Chevalier, co-host of the podcast EMBARGOED! -Jemma Xu, Co-Founder at RedBlock Capital James helps us break down the business units of Ant, their competitive strengths and how the company got as big as it is today. Jemma walks us through China’s new digital currency, DCEP, and does it pose a direct challenge to Ant and its Alipay mobile payment duopoly with Tencent’s Wechat Pay? And what does it say about the intention of the central bank PBOC to potentially box in Alipay’s growth in other verticals? Brian, our previous guest and formerly of the US Justice Department explains some of the past failures of Ant to expand into the US with the blocked acquisition of Moneygram in 2018 and the potential impact if Ant is placed on the US Commerce Department’s “Entity List” akin to Huawei, as has been rumored in the last month. You don’t want to miss this one. Producer Jacob Thomas Follow Us LinkedIn Apple Podcasts

Indonesia's and China's technology ecosystems continue to interweave and overlap. BAce Capital is a venture firm whose very mission is to connect markets such as Indonesia to China's dynamic tech eco-system. Claiming Ant Financial as its anchor LP, the firm was founded by Ant and Alibaba veterans Benny Chen and "KK" Kshitij Karundia. In this instalment of Sino Indo Tekno with Art Dicker and Allan Hellawell, Benny reflects on the many benefits that the Indonesian entrepreneur can realize in working closely with his/her counterparts in China. How do companies in China scale? What are best practices in product development? What are the most powerful ways to leverage big data? Benny profiled a number of activities that his team has arranged for BAce Indonesian portfolio companies such as Printerous and RoomMe. Learning visits to meet industry peers in China helped answer questions such as those above, while focused workshops on Chinese COVID mitigation techniques offered these companies valuable coping mechanisms for the pandemic. Producer Jacob Thomas Follow Us LinkedIn Apple Podcasts