49: Huawei, Google, and the “splinternet,” with Wei Sheng
In this episode, the guys welcome Technode’s Wei Sheng to discuss the continued US-China tech decoupling, and how Huawei is attempting to succeed in Europe without access to Google Play services. James and Elliott also look at how the COVID-19 coronavirus outbreak has impacted China’s tech giants thus far.
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Show Notes
In this episode, the guys welcome Technode’s Wei Sheng to discuss the continued US-China tech decoupling, and how Huawei is attempting to succeed in Europe without access to Google Play services. James and Elliott also look at how the COVID-19 coronavirus outbreak has impacted China’s tech giants thus far.
Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.
Get the PDF of the China Consumer Index.
Watchlist:
- Tencent
- Alibaba
- Baidu
- iQiyi
- Xiaomi
- JD
- Pinduoduo
- Meituan-Dianping
- Luckin Coffee
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Podcast information:
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- Music: “Hey Ho” by Steve Jackson, Royalty Free Music