Analyse Podcast

"The one thing that has become quite clear in Asia, at least it's direct to retail - the government is not ready. The market is not ready. And there still needs to be a very high level of consumer pro...

9 Huhti 202445min

"The key thing that I realize every time I look at the data is that the media is telling us a lot of nonsense. I think that the one thing I know is that the data tells a very different story to the me...

2 Huhti 20241h 6min

"If we assume that happens, I'm sure TikTok, let alone ByteDance as a company as a whole, will survive - and maybe even continue to thrive after this. Because, let's put things into perspective, right...

26 Maalis 202446min

"When I wrote about it, in addition to assuming that all Asia tech companies, particularly in China, were copycats of Western companies, I think there are also a lot of misperceptions about how easy i...

20 Maalis 202449min

“Let's remember if the leadership wants to do something, they have all the tools at their disposal and I don't think that they will want to underwrite massive unemployment. I think the Chinese leaders...

27 Helmi 202451min

"So in our view, great would be when everyone can find the best place to put their money to work. To whatever cause they want. It could be investing. It could be protecting their family. It could be l...

14 Helmi 202437min

“One thing I can add is the awakening, the shaking up, the shaping up of the rest of the global auto industry from the Chinese is in full swing. The Chinese are coming. And if the Western automakers a...

6 Helmi 20241h

"Indonesia is not of the scale of China and India. And some people argue that India and China are so vast that you can almost consider: North China, South China, East China and different parts of the ...

30 Tammi 202456min