Episode 69: Uber versus Didi, OlaCabs and GrabTaxi with Josh Horwitz - Analyse Asia with Bernard Leong

"And so we see the private market as a very interesting space because as I said, if everybody had 20% of their portfolio in private markets, we're moving from almost zero in a mass affluent hand to 20...

7 Marras 202242min

"It's impossible today for any country to do it all on their own. And even if you looked at the United States, which is still the biggest player in the supply chain by far, it's still the case that th...

3 Marras 202253min

"First forecasted back in 2016, we had anticipated the 200 billion by 2025. It also stands out to us that the digital economy grew 20% year on year. And the reason that stands out is that we expected ...

31 Loka 202239min

"So people don't mind going back to the office. But in Asia, the people who wanna go to the office the least are the people who are working in Northeast Asia. So in China, Taiwan, Hong Kong, Japan, Ko...

24 Loka 202239min

"I'm actually not a believer of the web 2.0 turning into web 3. So these days a lot of companies are basically turning non-profitable web 2.0 companies and adding token elements into that and turning ...

20 Loka 202245min

"I think one of the things that TSMC does is that they tend to hit their targets. When they say they're gonna build something, they're gonna do something, they do it. I think that when you contrast th...

12 Loka 202246min

"China's vision is basically to use the big data that it's harvested to enable its government to be just more nimble and more reactive to the demands of its citizens. So China's idea is, you know, if ...

7 Loka 202238min

"More generally, this air of crisis is just going to force companies to look again at the wisdom of supply chains, which crisscross Asia in a way that didn't take account of geopolitical boundaries. Y...

4 Loka 202232min