UC Intelligence - 英中智汇
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My personal investing outlook taking into account global macro factors and drivers.
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Reframing software valuations as the product of continuous decision-making frameworks and actions.
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Does "stronger" regulation actually matter? Focus on Alibaba.
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Critical changes across enterprise and consumer and their implications.
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A short take on why everything will become social... eventually!
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Is this the most misunderstood (and therefore, undervalued) tech company out there?
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Major investment themes that I believe are going to redefine technology (software) investing in the near future.
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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…
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If the final product is advanced technology (either hardware or software), does that mitigate the risk of manufacturing style quality issues in China?
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As AI technology becomes more embedded in education and the nature of education changes, what are the repercussions and points of divergence between Ch…
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Welcome to UC Intelligence! UC combines my love for analysis, global technology, business finance and writing, together with perspectives from China an…
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