Asia

Is China’s government-led regulation too much or not enough?

1 month ago

Jerry gives his thoughts on the Chinese government’s latest regulations and what impact they might have – for Big Tech in particular – on what is still a developing country with under-developed institutions and a highly digitised economy. As well as looking at the positive unintended consequences of the weakening US/Sino relationship, where he is seeing a rise in innovative Chinese companies, he also looks at structural long-term trends leading to new investment opportunities.