Chinese Characteristics
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Lillian Li
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WeChat traffic unleashed
The first and second order effects of opening up superapps
Lillian Li
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What is Chinese Characteristics?
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When is technology regulation not technology regulation?
And what I think it actually is. Musings post mountains.
Lillian Li
Sep 16
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Reflections of an ex Chinese tech equity analyst
Guest post by Leon Lin of Avoid Boring People
Lillian Li
and
Leon Lin
Sep 2
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China, Semiconductors, and the Push for Independence - Part 1
Guest post by Jordan Nel of Vineyard Holdings
Lillian Li
Aug 19
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Chinese Characteristics: One Year In
Happy birthday to us!
Lillian Li
Aug 12
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Overview of the 14th Five Year Plan (Abridged Version)
Lillian Li
Jul 29
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Premium: Overview of the 14th Five Year Plan
Plus some of my views on investable themes
Lillian Li
Jul 29
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Pinduoduo: Together, More Bull, More Bear, More Fun
Another Not Boring x Chinese Characteristics collab
Lillian Li
Jul 26
12
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