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Analyse Asia with Bernard Leong

Bernard Leonganalyse.asia
Analyse Asia with Bernard Leong is a weekly podcast dedicated to dissecting the pulse of technology, business and media in Asia. We interview thought leaders, and global & regional leading industry players and gain their insights into how we perceive and understand the market.
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Episodes

The Google e-Conomy Southeast Asia 2020 Report with Stephanie Davis

In episode 335, Stephanie Davis, Vice President of Google Southeast Asia, joined us in a discussion on the latest e-Conomy Southeast Asia (SEA) report and dissect the latest digital trends and discuss how the different industries are moving under the impact of the COVID-19 pandemic. Stephanie started on the key themes, takeaways and intended audience for the report and broke down the key verticals which have benefitted during the COVID-19 pandemic and which industries have faced the strongest he...

Nov 15, 202045 min

Attention Factory: The Story of Tik Tok & China’s ByteDance with Matthew Brennan

In episode 334, Matthew Brennan returned to discuss his new book "Attention Factory: The Story of Tik Tok & China's ByteDance". Matthew began with the inspiration and the key themes behind the first English book specifically focused on ByteDance, observing the rise of the company. He discuss the backstory of Zhang Yiming, founder of ByteDance and how he learned from his past experiences to build Toutiao first before embarking on Douyin that eventually led to Tik Tok. Last but not least, Matt...

Oct 31, 202050 min

Tech Giants, Secondary Exits & Kopi Kenangan in Indonesia with Nadine Freischlad

In Episode 333, Nadine Freischlad, writer from The Ken, joined us in a conversation on the influence of both US and Chinese tech giants in the third most important market in Asia Pacific: Indonesia, the secondary exits spanned by venture capitalists and founders in Southeast Asia and the story of Kopi Kenangan in Indonesia. We began the story with Nadine's journey from startups to The Ken, and why Indonesia is an interesting and hot market after India and China. We discuss the influence of tech ...

Sep 27, 202033 min

Beyond the Smartphone & COVID-19's Forced Experiments with Benedict Evans

In episode 332, continuing our last conversation with Benedict Evans, we discuss the major topics that are dominating the global technology landscape. First, Benedict dissect the impact of the COVID-19 pandemic and explain how the forced experiments will shift the immediate future where we work and interact with each other. Moving forward, he discuss what lies beyond the smartphone, specifically touching on VR and AR and analyzed why other technologies such as AI and blockchain are lurking in th...

Sep 06, 202022 min

Technology Regulation, App Store & Global Decoupling with Benedict Evans

In episode 331, Benedict Evans, the independent analyst and venture partner from Mosaic Ventures & Entrepreneur First, joined us in the first of the two episodes to discuss the major topics that are dominating the global technology landscape. We began the conversation with his recent stint with Andreessen Horowitz (a16z) in Silicon Valley and the key takeaways during his stay there. Then we dived deep into the key topics which dominate the global technology landscape: tech regulation of the ...

Aug 30, 202047 min

China Internet Report 2020 with Gareth Nicholson

In episode 330, Gareth Nicholson, deputy technology editor on the technology desk from South China Morning Post (SCMP), joined us to discuss the China Internet Report 2020 and its impact to the rest of the world. We discuss the key major trends: the impact of COVID-19 on China tech and how it transform food delivery, the accelerated self-reliance of Chinese companies due to the US and China tensions, the year of 5G for mass adoption in the Chinese domestic market, live streaming and ecommerce, a...

Aug 09, 202044 min

Gojek vs Grab in Southeast Asia 2020 Edition with Jon Russell

In episode 329, Jon Russell, editor of The Ken Southeast Asia, joined us in a conversation to discuss the continuing epic rivalry between Gojek and Grab in the era of COVID-19 pandemic. Starting from the perspective of Gojek, we discuss the impact and changes made after the founder's departure and how they are re-organizing to tackle Grab's onslaught in Indonesia and expanding out to other parts of Southeast Asia from Indonesia. With new investments from US tech giants, Facebook and Paypal, we d...

Jul 12, 202043 min

Pinduoduo on Social Ecommerce & Agriculture with Xinyi Lim

In episode 328, Lim Xinyi, senior director for corporate development from Pinduoduo, joined us to discuss the social ecommerce company and its impact on agriculture. Starting from the conversation, Xinyi shared her background and how she came to discover and eventually join Pinduoduo. She discuss Pinduoduo's current mission and vision and how the company pioneered social ecommerce in China. Last but not least she shared Pinduoduo's contributions to the agriculture sector in China and how they ar...

Jun 28, 202051 min

Samsung Rising Part Two with Geoffrey Cain

In episode 327, Geoffrey Cain, author of "Samsung Rising" joins us in a two parts conversation on his journey across Asia as a journalist and author and discuss the backstory of his new book behind the Samsung Group and how it rise to be the most powerful Chaebol (large family-owned business conglomerate) in Korea. In the second part of the conversation, Geoffrey discuss Samsung's complicated relationship with Apple as both a supplier and competitor and how their arrogance and hierarchical cultu...

Jun 13, 202035 min

Samsung Rising Part One with Geoffrey Cain

In episode 326, Geoffrey Cain, author of "Samsung Rising" joins us in a two parts conversation on his journey across Asia as a journalist and author and discuss the backstory of his new book behind the Samsung Group and how it rise to be the most powerful Chaebol (large family-owned business conglomerate) in Korea. In the first part of the conversation, Geoffrey discuss the inspiration and the main themes behind "Samsung Rising", and shares the origin story of Samsung and how they went from an a...

Jun 06, 202055 min

Why Facebook invest in Reliance Jio Platforms with Tim Culpan

In episode 325, Tim Culpan from Bloomberg joined us to dissect the most important deal that rocked the Asian business and technology landscape with Facebook investing 5.7B into Reliance Jio. We began the conversation with Tim to set the context behind the deal and what both Facebook & Reliance Jio Platforms stand to gain from this partnership and their ambitions to win the market with a super app concept that is now popular in China & Southeast Asia. Tim also examined the implications to...

May 16, 202039 min

The Anonymous Report that brought down Luckin Coffee with Rui Ma

In episode 324, Rui Ma, co-host of Tech Buzz China podcast and a trusted voice on China Tech joined us on a conversation to dive deeper on the anonymous report that unveiled Luckin Coffee's recent debacle. We start with a quick history of Luckin Coffee with Rui Ma breaking down the backstory on how Luckin Coffee's alleged fraud came to light and the impact after the fallout. Rui Ma dived deeper beyond the original story with an analysis of the anonymous report entitled "Luckin Coffee: Fraud + Fu...

Apr 25, 202040 min

SparkLabs Connex with Charles Reed Anderson

In episode 323, Charles Reed Anderson, our long time guest of the show and host of TechBurst Asia joins us to discuss his latest venture, SparkLabs Connex, a new accelerator program for smart city technologies under the SparkLabs Group. Before diving deep into the new venture, Charles discuss the challenges of smart city rankings and how they did not reflect the reality of what is happening on the ground. Then he began to discuss the rationale of SparkLabs Connex and why it is time to start an a...

Apr 12, 202035 min

BiliBili in China with Rui Ma

In episode 322, Rui Ma from Techbuzz China joined us to discuss Bilibili in China and discuss how the video site has grown from a niche community of anime lovers to its now proclaimed "Youtube of China". Starting from the origin story, Rui Ma traced the backstory in how Bilibili came to be and how the site has diversified their monetisation revenues from esports, ecommerce to advertising. Last but not least, she discuss how Bilibili balances its current growth strategy against the patience of th...

Mar 29, 202030 min

China AI Report 2020 by SCMP with Gareth Nicholson & Sarah Dai

In episode 321, Gareth Nicholson and Sarah Dai from South China Morning Post discuss the recently launched China AI Report 2020. In the interview, Gareth and Sarah share the key themes and intended audience for the report and offered their perspectives to how artificial intelligence (AI) has evolved in China. We examine the key drivers behind the growth of AI in China and how China is solving the talent pipeline given it's an evolving technology and what we should expect in the next few years. H...

Mar 15, 202028 min

The COVID-19 Coronavirus and its impact from China to Asia Pacific Part 2 with Carol Yin

In this episode, Carol Yin and guest host Deng Yuying, CEO of Esevel continues their conversation on the COVID-19 coronavirus and examines its impact from China to Asia Pacific. They discuss the latest updates on how the coronavirus has now spread to Korea, Japan, Italy, Iran and US, while examining how different industries from tourism, airlines ,ecommerce, pharmaceutical and health supplies are affected by the COVID-19 outbreak. Last but not least, they analyzed the short, middle and long term...

Mar 07, 202025 min

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

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 deal...

Feb 23, 202048 min

The State of China & SoftBank in 2019 with Shai Oster

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 t...

Dec 31, 20191 hr

Shift to the East with Simon Kemp

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 interest...

Dec 08, 201931 min

Tech Titans of China with Rebecca Fannin

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'...

Dec 01, 201936 min

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

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 t...

Oct 27, 201941 min

The Small Handbook to Asia Cryptocurrency with Joyce Yang

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 a...

Oct 13, 201938 min

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

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 t...

Sep 08, 201939 min

Wavemaker VC and PropertyGuru Group with Steve Melhuish

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 V...

Aug 22, 201948 min

Leadership and Regional Expansion of DocDoc with Grace Park

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...

Aug 10, 201941 min

Venture Capital in Southeast Asia with Justin Hall

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 ...

Aug 04, 201945 min

Digital Transformation and Real Estate with Wilma Gerber

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 ...

Jul 17, 201930 min

Smart Cities Success with Charles Reed Anderson

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 hea...

Jul 14, 201925 min

South China Morning Post and Perspectives on Media with Gary Liu

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 medi...

Jun 29, 201930 min

The Tech Cold War with Tim Culpan

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 ...

Jun 28, 201924 min
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