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Thanks so much, Jeffrey Towson 陶迅 for accepting my interview and sharing so many great insights into China 🇨🇳. The China market has been beaten down badly in the last five years, but Jeffrey's grounded perspectives on the tech giants and the government's regulations have provided me with different insights on this giant! The most rewarding thing about Deep Dive webinars like this is for everyone to level up and expand their investing horizons. 😃 I can't wait to publish the interview next week on my YouTube channel! #investing #investing101 #china #chinatech #tech

Angela Huyue Zhang is an associate professor of law at the University of Hong Kong, and a leading expert on Chinese tech regulation. She is the author of High Wire: How China Regulates Big Tech and Governs Its Economy, a highly acclaimed book that absorbs all that happened during China’s 2020–2022 tech crackdown to explain how the government there regulates its tech sector. In this lightly edited Q&A, The Wire China spoke about when and why Beijing’s attitude towards China’s big tech darlings. https://lnkd.in/d62fcjkE

In 2022, the UK became the third country in the world to have the tech industry valued at over $1 trillion - behind only China and the US. Secretary of State for Science, Innovation and Technology, Michelle Donelan MP joins us at London #BloombergTech Summit to discuss the growing digital sector. bloom.bg/3rrbza5

INTERVIEW: How does China regulate its technology sector? Angela Zhang (The University of Hong Kong) and moderator Winston Ma (New York University School of Law) join the National Committee to discuss what China's big tech regulations may mean for U.S.-China technological competition and investment. ▶️ Watch the 30-minute video here: https://lnkd.in/eyMDvyZ3 #China #USChinaTech #USChinaRelations

Happening now. Online discussion with Anu Bradford and Michael Nelson by Carnegie Endowment for International Peace. "How governments and tech companies navigate the inevitable conflicts that arise when these different regulatory approaches collide in the international domain." #regulation #digitaltechnologies #thebrusselseffect

China’s Tech Sector: Economic Champions, Regulatory Targets Center for Strategic & International Studies 8 Apr 2024 This online event, set for Monday, April 8, 9:00-10:00 am US ET, highlights the key debates around the challenges facing China’s private tech firms. Although they are supposed to be the engine powering China’s economic future, they are also facing a range of political and regulatory constraints at home and abroad. This event will consider several questions, including: How does the Chinese state conceive of private tech firms? Is it accurate to describe the last few years as a “tech crackdown”? Where are Chinese firms making the most (and least) progress technologically? Have U.S. restrictions slowed Chinese progress or unwittingly fostered a great leap forward for China’s tech sector? Trustee Chair Scott Kennedy will moderate a discussion with leading experts on these issues: Angela Zhang (University of Hong Kong), author of the new book, High Wire: How China Regulates Big Tech and Governs Its Economy” ; Paul Triolo (Albright Stonebridge Group and Trustee Chair non-resident senior associate), who specializes in evaluating the tech capabilities of Chinese firms; and Martin Chorzempa (Peterson Institute for International Economics), who is working on project evaluating the scope and effectiveness of U.S. tech restrictions on China.

China & Friends...the permanent rise of the Sanctioned The business environment is ultimately a reflection of the cultural and political landscapes. One window into the Chinese business environment is provided by the "Inside Business Channel" that I have occasionally posted. Whilst most insights regarding China are fascinating in some shape manner or form this episode highlights just how bifurcated the Global Majority and the Collective West have become over the last few years...whilst adding some additional context based on both sanctions and the recent Biden/Trump debate. In finance terms the West is, essentially, bankrupt...it just hasn't run out of cash. The signal for "running out of cash" will be when the US debt market becomes illiquid...as new and rollover issuance struggles to find buyers at a time when USD reserve status starts to recede and the USD exchange rate begins to reflect massive trade deficits. As a corollary, any enterprises that have substantial growth embedded in their P/E are going to struggle to prevent it sliding back to a no-growth premium over the next 2-3 years. Australia has no response to our ongoing sagging economic fortunes as we are politically and militarily joined at the hip with the USA. This means that any response to the future economic environment will need to be managed at the individual level with responses calibrated against how many working years you have before retirement. Right now those with only a few years left to retirement will likely fare better than those just starting out. At a minimum you will need to understand the China and Russia trajectories, BRICS+, SCO and the other non-western economic, political and security organisations so as to position yourself to best mitigate against generally sagging economic fortunes of the western economies.

🛑💼 U.S. Tech Investors on the Sidelines: The Biden administration's executive order restricts American private equity and venture capital investments in Chinese technology, signaling a shift away from China's tech landscape due to national security concerns. 📌https://lnkd.in/dYGRKAHY #USChinaRelations #TechInvestments #NationalSecurity #Geopolitics 🇺🇸🇨🇳