Welcome to UC Intelligence! UC combines my love for analysis, global technology, business finance and writing, together with perspectives from China and Asia as a whole. My main motivation is to bring my thoughts and viewpoints, harnessed from a career in global investment banki…
My personal investing outlook taking into account global macro factors and drivers.
Reframing software valuations as the product of continuous decision-making frameworks and actions.
Does "stronger" regulation actually matter? Focus on Alibaba.
Critical changes across enterprise and consumer and their implications.
A short take on why everything will become social... eventually!
Is this the most misunderstood (and therefore, undervalued) tech company out there?
Major investment themes that I believe are going to redefine technology (software) investing in the near future.
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