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.
The Corona-lockdown has made companies realize that they need to be effectively set up for effective remote working, much like SARS made people realize…
If the final product is advanced technology (either hardware or software), does that mitigate the risk of manufacturing style quality issues in China?
As AI technology becomes more embedded in education and the nature of education changes, what are the repercussions and points of divergence between Ch…
Welcome to UC Intelligence! UC combines my love for analysis, global technology, business finance and writing, together with perspectives from China an…