November 7, 2019
Episode 28 – Tech – Investing in China
Felix Narhi is joined by Rui Ma and Ying-Ying Lu, co-hosts of Pandaily’s TechBuzz China podcast.
Subtitle: The country that cannot be ignored
Felix Narhi is joined by Rui Ma and Ying-Ying Lu, co-hosts of Pandaily’s TechBuzz China podcast, who are both seasoned China-watchers with years of experience working in the China technology space. Felix recently joined their TechBuzz China Investor Trip to various cities in China, where they visited a number of public and private companies. In this episode, they discuss investing in Chinese companies, the intricate nuances of daily life that only a visit can highlight and the significant implications these have on investing in China.
Key Takeaways
| [02:36] | Felix begins the conversation by asking Rui and Ying-Ying for their thoughts on the current social and business mood in China, given the headlines around the US/China trade war. |
| [06:00] | Rui and Ying-Ying discuss the sustainability of business models in China where companies are focusing on revenue growth and active users. |
| [8:18] | Felix, Rui and Ying-Ying discuss the power of Alibaba and Tencent’s platforms when it comes to tech companies in China connecting with their consumers online. |
| [14:50] | In discussing local services super-hub website Meituan, Rui shares that “people…book hotel rooms in order to just socialize with their friends instead of going to their homes”. |
| [22:11] | In discussing Costco’s move into China, Ying-Ying offers insight into the truth behind some reports saying it hasn’t been successful. |
| [26:27] | Felix asks Ying-Ying and Rui to discuss the idea of fast fashion and how its popularity in China could impact global companies looking to expand into that market. |
| [29:30] | In summarizing high-level takeaways for Western investors interested in China, Rui and Ying-Ying agree that the best way to learn is to spend some time in the country. |
| [34:23] | Rui and Ying-Ying share both a book and documentary recommendation for investors interested in understanding more about China. |
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