Analyse Asia With Bernard Leong

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Synopsis

Dissecting the pulse of business, technology & media in Asia

Episodes

  • The COVID-19 Coronavirus and its impact from China to Asia Pacific with Carol Yin

    23/02/2020 Duration: 47min

    After a long hiatus, in Episode 319, our host Carol Yin takes the seat to discuss the recent COVID-19 coronavirus and examine the impact of the pandemic to the rest of Asia Pacific and globally in two part series. In the first part of the series, together with the guest host, Yuying Deng, Carol related her experience living through the challenging times in China before and after the COVID-19 virus broke out. We discuss the origins of the virus, the measures in how the Chinese government are dealing with the outbreak, the outpour of grief from the Chinese over Dr Li Wenliang's death and broke down the major misconceptions perpetuated by media outlets. Here are the interesting show notes and links to the discussion (with time-stamps included): Carol Yin (@carolyujiayin, LinkedIn), Host of Analyse Asia and guest host Deng Yuying, CEO of Altizen (@yuyingdeng, LinkedIn) The COVID-19 Coronavirus (WHO site) and its impact to Asia Pacific (Reference: Nikkei Asia Review) A view of how the pandemic with the COVID-19

  • The State of China & SoftBank in 2019 with Shai Oster

    31/12/2019 Duration: 59min

    Shai Oster, the Asia Bureau Chief from The Information reviews the year of 2019 on how the technology giants in China and SoftBank have fared and offers his annual predictions to what will be happening in 2020. Shai reviewed his 2018 predictions and ranked how each of them have gone for 2019. In addition, he offered his perspectives on how Huawei and ByteDance will face constant challenges in their overseas expansion and whether SoftBank will raise their 2nd fund and the downstream impact from their debacle with Wework trickling down to Oyo, Didi and Grab in 2020. Last but not least, Shai throws forward what he thinks will happen in 2020. Here are the interesting show notes and links to the discussion (with time-stamps included): Shai Oster (@beijingscribe, LinkedIn, TheInformation Profile), Asia Bureau Chief in The Information  So since your last appearance on the show, what have you been up to? 2018 predictions  Didi to IPO in end 2019. ByteDance will continue to grow and fight Facebook in Southeast Asi

  • Shift to the East with Simon Kemp

    08/12/2019 Duration: 30min

    Simon Kemp, founder and CEO of Kepios joined us to discuss the recent Digital 2019 Q4 Global StatShot Report and share the major observations in how Asia Pacific has shifted social media from the west to the east. Starting from the report, Simon shares the key major observations including Asia's rising, Tik Tok vs Facebook and how 5G will shape mobile and social media in 2020. Last but not least, Simon offers his predictions on the digital world as he looks forward to 2020. Here are the interesting show notes and links to the discussion (with time-stamps included): Simon Kemp (@eskimon, LinkedIn), Founder & CEO of Kepios We met during the live show in Singapore and many thanks for coming on as one of our three mysterious guests on the show. Since our last conversation, what have you been up to?  Shift to the East: We Are Social Q4 Report and Q4 2019 StatShot Report. Reference: The DataReportal library of free reports What are the key major trends that you have observed globally and then specificall

  • Tech Titans of China with Rebecca Fannin

    01/12/2019 Duration: 35min

    Rebecca Fannin, author of "Tech Titans of China" and founder of Silicon Dragon Ventures joined us for a conversation to discuss her new book and offered her perspectives on how China will reshape the world with their breed of tech giants: Baidu, Alibaba, Tencent and many more. Rebecca began with the story of her career and how she came to cover Chinese technology companies from its earliest days. She discussed the major themes of her new book, and how the current trade tensions will shape China's path in the technology space and why we need to start thinking of China as originators of technology rather than the misconceptions that they are copycats. Here are the interesting show notes and links to the discussion (with time-stamps included): Rebecca Fannin (@rfannin, LinkedIn), Author of “Tech Titans of China” and Founder of Silicon Dragon Ventures [0:16] As a young person who also works for a media company, I must ask, how did you start your career? [0:32] What advice would you give to young people lookin

  • Should we replace Baidu with Bytedance in BAT China? with James Hull

    27/10/2019 Duration: 40min

    James Hull from Hullx and co-host of China Tech Investor podcast joined us in a discussion on whether we should replace Baidu with Bytedance in the BAT China. Starting with the question, James dived deep into the business structures of Baidu and Bytedance and examined whether Baidu has lost their edge as one of the three tech giants of China. In the same conversation, James offered his perspectives on how Bytedance will replace Baidu in the future. Here are the interesting show notes and links to the discussion (with time-stamps included): James Hull (@jameshullx, LinkedIn), Co-host of China Tech Investor podcast and Founder of Hullx [0:21] Since you have last appeared on the podcast, what have you been up to? [0:50] Should we replace Baidu with Bytedance in the BAT? [0:56] BAT (Baidu, Alibaba, Tencent) & TMD (Toutiao, Meituan-dianping, Didi)  Let’s start with Baidu. How has Baidu performed as a public company for the past decade? [2:08] What are the key businesses of Baidu? (iQiyi is spun off as

  • The Small Handbook to Asia Cryptocurrency with Joyce Yang

    13/10/2019 Duration: 38min

    Joyce Yang, founder of Global Coin Research, joined us in a conversation about the Asian cryptocurrency market in Asia with our new host, Carol Yin. Joyce and Carol discussed the recent publication by Global Coin Research (GCR) "The Small Handbook to Asia Cryptocurrency: On local ecosystems, trends & regulations" and identified the key important trends and currents in the Asian market, specifically China, Hong Kong, Japan, Korea, Indonesia and Singapore.  Here are the interesting show notes and links to the discussion (with time-stamps included): Joyce Yang (@JoyceInNYC , LinkedIn), Founder of Global Coin Research [0:40] Since our last conversation, what have you been up to? [1:03] The Small Handbook to Asia Cryptocurrency: On local ecosystems, trends & regulations published by Global Coin Research (GCR) [4:56] Joyce discuss the GCR's new advisory & venture fund.  How did you and your team in GCR put the handbook together? [5:08] Who are the intended audience? [8:14] What are the main themes

  • Vertex Holdings and Venture Capital in Southeast Asia with Chua Kee Lock

    08/09/2019 Duration: 39min

    Fresh out of the studio, Chua Kee Lock, CEO of Vertex Holdings and managing partner of Vertex Ventures, Southeast Asia & India joined us in a conversation together with guest host Charles Reed Anderson of TechBurst Asia podcast about the venture capital firm and its footprint across Southeast Asia globally. We start with Kee Lock's story and how he eventually become a venture capitalist. Following on, Kee Lock discuss Vertex Holdings and Vertex Ventures and how the fund assembles and helps their portfolio of high growth startups such as Grab in the region. Last but not least, Kee Lock discuss the evolution of venture capital in Southeast Asia and India and where it is leading. Here are the interesting show notes and links to the discussion (with time-stamps included): Chua Kee Lock,  CEO of Vertex Holdings & Managing Partner of Vertex Ventures Southeast Asia & India ( LinkedIn) [0:25] How did you start your career? [0:36] In your career journey, what are the words of wisdom you can share with my

  • Wavemaker VC and PropertyGuru Group with Steve Melhuish

    22/08/2019 Duration: 47min

    Steve Melhuish, co-founder of PropertyGuru and partner from Wavemaker VC, shares the lessons of his journey from an entrepreneur with PropertyGuru to now a partner in a venture capital firm. Steve started with the backstory behind on how he founded PropertyGuru and shared the lessons in scaling up the company across Southeast Asia and explained the thinking process and execution behind his transition out of the CEO role in the company. Subsequently, Steve discuss his current gig with Wavemaker VC, and the key traits in companies and founders which he invests on and his current thoughts on the proptech space. Here are the interesting show notes and links to the discussion (with time-stamps included): Steve Melhuish, co-founder of PropertyGuru and partner in Wavemaker VC (LinkedIn) [0:12] How did you start your career? [0:30] In your career journey, what are the most interesting lessons that you can share with my audience? [5:07] PropertyGuru [10:17] Can you talk about the backstory when you founded Proper

  • Leadership and Regional Expansion of DocDoc with Grace Park

    10/08/2019 Duration: 41min

    Grace Park, co-founder & president of DocDoc joined us in a conversation about leadership and regional expansion of DocDoc in Asia. Grace started the conversation, narrating her background as a military officer with the US army and how she moved subsequently from a military career into a business executive in notable healthcare companies. Grace shared the backstory behind the founding of DocDoc as a leading patient intelligence company from her perspective and offered her perspectives in how she utilized her experience to expand DocDoc regionally across Asia. Last but not least, Grace offered her thoughts on leadership and the importance of how to lead teams to success in different settings. Editor's note: This interview was conducted in June 2019, and recently DocDoc has raised their series B funding of US$13M. Here are the interesting show notes and links to the discussion (with time-stamps included): Grace Park (Facebook, LinkedIn), co-founder & President of DocDoc [0:19] How did you start you

  • Venture Capital in Southeast Asia with Justin Hall

    04/08/2019 Duration: 45min

    In episode 310, Justin Hall, partner from Golden Gate Ventures joined us in a conversation to discuss the state of venture capital in Southeast Asia. Justin shared his career journey in how he progressed from an associate to a partner within one of the well-known venture capital firms in Southeast Asia and explained what he has learned over the years from working with startup founders and companies. From there, Justin extended the conversation to offer his perspectives to how the infrastructure has evolved and the importance of exits for startups in Southeast Asia. Here are the interesting show notes and links to the discussion (with time-stamps included): Justin Hall, partner in Golden Gate Ventures (@JVinnyHall, LinkedIn) [0:15] How did you start your career? [0:46] Does the Kauffman program help you in advancing your venture capital career? [2:30] Prominent alumni in Kauffman Fellowship within Southeast Asia [3:15] In your career journey, what are the interesting life lessons you can share with my audie

  • Digital Transformation and Real Estate with Wilma Gerber

    17/07/2019 Duration: 30min

    In episode 309, Wilma Gerber, the chief operating officer for project and development services in JLL Asia Pacific, joined us for a conversation on digital transformation in the real estate industry. Starting from her work in building technology before the iPhone turned the smartphone mainstream to building the 4G network in India which becomes Reliance Jio, she offered the important lessons that explained the intersection of business and technology. Moving forward, she offered her perspectives on the why and how for a successful digital transformation and how it can be applied into a traditional industry for real estate. Here are the interesting show notes and links to the discussion (with time-stamps included): Wilma Gerber (LinkedIn), Chief Operating Officer, Project & Development Services Asia Pacific at Jones Lang LaSalle (JLL) [0:18] How did you start your career? [0:40] Given that you have worked on technology ideas before these ideas become fashionable, for example, the instant mobile messaging

  • Smart Cities Success with Charles Reed Anderson

    14/07/2019 Duration: 25min

    In episode 308, Charles Reed Anderson joined us to discuss the recent report "Smart Cities Success: Connecting People, Proptech and Real Estate" which he collaborated with JLL. Charles discuss the major findings in the report and examine the role that governments are playing in shaping the concept of smart cities. Continuing the conversation, Charles shares the opportunities and challenges for different countries in Asia Pacific from China to India and offers his perspectives to where we are heading on smart cities globally. Here are the interesting show notes and links to the discussion (with time-stamps included): Charles Anderson (@CRASingapore, LinkedIn), founder of Charles Reed Anderson and Associates. [0:17] What have you been up to since we last spoke? [0:29] Smart Cities Success: Connecting People, Proptech and Real Estate report by Charles Reed Anderson & Associates and JLL (full download of the report here) [0:37] What are the main themes of the report and its intended audience? [1:23] Ca

  • South China Morning Post and Perspectives on Media with Gary Liu

    29/06/2019 Duration: 30min

    In Episode 307, Gary Liu, the chief executive officer of South China Morning Post (SCMP), joined us to discuss the vision and mission of the media outlet and offer his perspectives on media across Asia Pacific. We started with Gary sharing his career story and how he came to lead SCMP. He discuss the core audience of the media outlet and the new content and innovations that is driving the transformation of SCMP. Last but not least, Gary offered his perspectives on the current trends driving media in the digital age. Here are the interesting show notes and links to the discussion (with time-stamps included): Gary Liu, CEO of South China Morning Post [0:17] How did you start your career? [0:38] Can you talk about the backstory in how you come to join SCMP as the CEO? [1:06] In your career journey, what has been the most interesting lessons you can share with my audience? [2:16] South China Morning Post [4:01] The South China Morning Post aka SCMP is a Hong Kong English language newspaper founded in 1903 an

  • The Tech Cold War with Tim Culpan

    28/06/2019 Duration: 23min

    In Episode 306, Tim Culpan, columnist from Bloomberg, joined us in a conversation to discuss the tech cold war. Starting from the definition when the event started with US ban on Huawei, Tim explained how the global technology supply chain will be affected in the process from Foxconn, TSMC to Apple. Tim also offered his perspectives on the recent change in leadership within Foxconn, Alibaba's listing in Hong Kong as a hedge and the impact fo the tech cold war on SoftBank's Vision Fund. Here are the interesting show notes and links to the discussion (with time-stamps included): Tim Culpan (@tculpan, Linkedin, Bloomberg), Columnist at Bloomberg [0:17] Since our last conversation, what have you been up to? [0:31] The Tech Cold War [0:58] You have recently written that May 19 is an important date for the turn of China and US relationship starting with Huawei placed on the ban, why do you characterize it as the tech cold war? [1:03] Is it way past the Thucydides Trap now for US and China? [3:14] With the

  • The Laws of Human Nature with Robert Greene

    25/06/2019 Duration: 42min

    In episode 305, Robert Greene, author of the famous "48 Laws of Power", joined us in a conversation to discuss his latest book "The Laws of Human Nature". We dived deep in Robert's background and how he was inspired to write the "48 Laws of Power" and subsequently his other books that led eventually to "The Laws of Human Nature". We discuss how business leaders can learn to lead in difficult times and how to navigate the current climate of populism by understanding the laws of human nature. Here are the interesting show notes and links to the discussion (with time-stamps included): Robert Greene (@RobertGreene, LinkedIn), author of “The Laws of Human Nature”, “48 Laws of Power”, “33 Strategies of War”, “The Art of Seduction”, “Mastery” and “The 50th Law” with 50 cent aka Curtis Jackson. [0:19] How did you start your career? [1:03]  What is the inspiration behind your first book “48 Laws of Power” and what is the lesson that you want the reader to understand from the book? [3:23] Are you surprised by the bo

  • Xiaopeng Motors and the state of EVs in China with Rui Ma

    23/06/2019 Duration: 36min

    In episode 304, Rui Ma, co-founder of Transformative Technology Academy and co-host of the Techbuzz China podcast joined us in a conversation to discuss Xiaopeng Motors and extending the conversation to analyse the state of electric cars (EVs) market in China. We dived deep to the origins of Xiaopeng Motors with its legendary founder, He Xiaopeng, and how it amassed a huge and massive funding from Alibaba Group and other investors. From there, we bring in the other key players: Nio, WM Motors and Byton into the fray and how Tesla and the traditional automotive companies such as SAIC are approaching the Chinese market. Here are the interesting show notes and links to the discussion (with time-stamps included): Rui Ma, Founder of Transformative Technology Academy and Host of TechBuzz podcast by Pandaily produced by SupChina (LinkedIn, @ruima) [0:19] Since our last conversation, what have you been up to? [0:34] Can you talk about the influencer marketing in China on a recent Techbuzz China podcast? [1:24] Rui

  • The US Ban on Huawei and Peak Smartphone with Bryan Ma

    20/06/2019 Duration: 43min

    In Episode 303, Bryan Ma, vice president from IDC joined us to discuss the US ban on Huawei and its implications to the smartphone market across the world. We dived deep to how Huawei will be crippled by being on the US entity list and whether Samsung will make a comeback due to this surprise turn of events. Next, we discuss the major smartphone and PC trends across Asia Pacific, the recent foldables fiasco by Samsung and what the next innovation for smartphones might be on the horizon. Here are the interesting show notes and links to the discussion (with time-stamps included): Bryan Ma (@bryanbma , LinkedIn), Vice President IDC [0:18] Since our last conversation, what have you been up to? [0:28] The US ban of Huawei and its impact [1:30] Can you offer an introduction to the recent US action on Huawei? [1:39] Upon Huawei on the United States’ blacklist, the action has forced Google cutting the android support for future devices and ARM not going to supply future chipsets, what are your perspectives on

  • The Landing Pad with Austrade & Perspectives on Southeast Asia with Taliessin Reaburn

    13/06/2019 Duration: 26min

    In episode 302, Taliessin Raeburn, the trade commissioner to Singapore with Australia Trade and Investment Commission (Austrade) discuss the landing pad program in Singapore and shared his perspectives on business entry into the highly diverse Southeast Asia market. We began with an introduction to Austrade and the landing pad programs across the world and specifically zoom into the recent interesting initiatives achieved by the Landing Pad in Singapore. We discuss how Austrade helps Australian companies and startups to expand and identify the challenges faced by companies in Southeast Asia. Here are the interesting show notes and links to the discussion (with time-stamps included): Taliessin Reaburn (LinkedIn) Trade Commissioner to Singapore with Austrade (Australia Trade and Investment Commission) [0:22] How did you start your career? [0:52] What are the most interesting life lessons which you can share with my audience? [2:34] Austrade’s the Landing Pad Program in Singapore and Perspectives on Southeas

  • Tencent Q1 2019 Earnings and Wechat 7.0 with Matthew Brennan

    07/06/2019 Duration: 44min

    In episode 301, Matthew Brennan from China Channel joined us in a conversation to discuss Tencent's Q1 2019 earnings and how the latest version of Wechat app is now evolving with the consumers and enterprise.  We discuss the recent Q1 earnings of Tencent and how the company is moving ahead with the obstacle of getting games approved in China. Then we dive deep into Wechat 7.0, the super app's latest iteration, the new features and why the Wechat enterprise is not given a serious look from observers outside China. Here are the interesting show notes and links to the discussion (with time-stamps included): Matthew Brennan, Co-founder of China Channel and host of China Tech Talk podcast (chinachannel.co, @mbrennanchina , Linkedin, Wechat:Yowdy-CQ) [0:23] Since our last conversation, what have you been up to? [0:35] You have just been to a Tencent conference (Thursday May 23) in Kunming, what are the interesting things that have popped up there? [1:07] Who is the intended audience for this conference which you

  • Ask Me Anything (AMA) with Bernard Leong

    31/05/2019 Duration: 47min

    In our episode 300, our host Bernard Leong will be interviewed on everything under the sun on Analyse Asia. With the interview conducted by Carol Yin, co-producer of the podcast, Bernard started with a couple of major announcements for Analyse Asia. Next, Bernard answered many interesting questions posed from the audience of the show such as: (i) the evolution of the entrepreneurial ecosystem in Southeast Asia, (ii) who will win the race between Grab and Gojek, (iii) fun and interesting facts about the podcast from how Bernard selects his guest to getting a prominent guest on the show via a business deal. Last but not least, we discuss where the Analyse Asia podcast is going and an upcoming premium content project. Here are the interesting show notes and links to the discussion (with time-stamps included): Welcome Carol Yin, the co-producer of the show as the host of Episode 300. [0:37] Major Announcements on Analyse Asia podcast [1:29] We will make a significant change in the title of the podcast from “An

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