"X = Alpha" | China's Consumer Investing with Boyu Hu

In our second episode, we sit down with Boyu Hu, founder of XVC. Boyu shares his unique investment philosophy, emphasizing independent thinking and emotionless decision-making, and spotting unconventional opportunities in China’s rapidly evolving consumer market.

Key Topics Include:

• The secret behind XVC’s No.1 global performance (2019 vintage)

• Outlook on China’s consumer market and why China VC still have alpha potentials
• The “objective” and “emotionless” mindset of successful founders like Yiming Zhang (ByteDance) & Xing Wang (Meituan)
• How Dyson’s pricing strategy paved the way for Chinese startups Laifei to generate $500M in revenue in just four years
• The bold bet on Changee, a milk tea startup that defied the odds to become a unicorn from one of China’s poorest regions

Join us for an in-depth analysis of how independent thinking and emotionless decision-making can unlock extraordinary value in China's consumer market.