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Given the recent Chinese government interference with Chinese companies that are listing overseas such as with Jack Ma and the Ant IPO and more recently by restricting Didi app access shortly after going public on the NYSE, we consider how investable Chinese companies are moving forward. Let's talk Chinese government objectives, key risks, companies, and overall future outlook.
RELEVANT LINKS:
#1. WSJ: Beijing Blocks Merger, Tightens Data Rules as Post-Didi Crackdown Speeds Up
#2. Bloomberg: Everything You Need to Know About Didi's Debacle
#3. Time: China's Didi Crackdown Isn't All That Different From U.S. Moves Against Big Tech
#4. The Economist: China Seems Intent On Decoupling Its Companies from Western Markets
GUEST SPEAKER INFO:
- Matthew Kanterman is a Senior Equity Research Analyst at Bloomberg Intelligence and covers Roblox in addition to having recently written some pieces specifically on Roblox and the Metaverse.
HOST INFO:
- Joe Kim is CEO of LILA Games. Formerly SVP Games at NBCUniversal, Chief Product Officer at SEGA, Studio Lead at FunPlus where he launched the #1 top grossing F2P mobile game King of Avalon.
- Steve Palley is Product Owner at Pixelberry Studios. Formerly Co-founder of two companies ApplyMap and SlidetoPlay, Chief Editor for Mobile Games at GameSpot, and phD in Political Science from UCLA.
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Given the recent Chinese government interference with Chinese companies that are listing overseas such as with Jack Ma and the Ant IPO and more recently by restricting Didi app access shortly after going public on the NYSE, we consider how investable Chinese companies are moving forward. Let's talk Chinese government objectives, key risks, companies, and overall future outlook.
RELEVANT LINKS:
#1. WSJ: Beijing Blocks Merger, Tightens Data Rules as Post-Didi Crackdown Speeds Up
#2. Bloomberg: Everything You Need to Know About Didi's Debacle
#3. Time: China's Didi Crackdown Isn't All That Different From U.S. Moves Against Big Tech
#4. The Economist: China Seems Intent On Decoupling Its Companies from Western Markets
GUEST SPEAKER INFO:
- Matthew Kanterman is a Senior Equity Research Analyst at Bloomberg Intelligence and covers Roblox in addition to having recently written some pieces specifically on Roblox and the Metaverse.
HOST INFO:
- Joe Kim is CEO of LILA Games. Formerly SVP Games at NBCUniversal, Chief Product Officer at SEGA, Studio Lead at FunPlus where he launched the #1 top grossing F2P mobile game King of Avalon.
- Steve Palley is Product Owner at Pixelberry Studios. Formerly Co-founder of two companies ApplyMap and SlidetoPlay, Chief Editor for Mobile Games at GameSpot, and phD in Political Science from UCLA.