069: RESTRICTIONS AND RESTRUCTURINGS — 2018 IN REVIEW, PART 2

This week, Matt and John take a look at the stories and trends of 2018, including gaming restrictions, Tencent’s restructuring, the delivery and coffee wars, WeChat mini programs, and Bullet Messenger Links The relevant episodes: Gaming:  18: China’s gaming and e-sports […]

067: IPOs IN A BEAR MARKET WITH SHAI OSTER

This week, John and Matt talk with Shai Oster, Asia bureau chief for The Information, about the rash of Chinese IPOs in a down market, looking at Tencent Music, Xiaomi, Pinduoduo, Meituan Dianping. We also talk about the possibilities for […]

042: CHINA’S MOBILITY & TRANSPORT MARKET GETS ALL MIXED UP

This week, John and Matt talk about recent developments in China’s mobility and the O2O market as Meituan acquires Mobike and joins others encroaching into Didi territory. Links Didi recruits food delivery riders in Wuxi to challenge Meituan Meituan acquisition […]