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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, 2021
49
2
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China, Semiconductors, and the Push for Independence - Part 1
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Let the bullets fly for a while
The intent and tipping point for Chinese tech regulation
Lillian Li
Jul 15, 2021
38
12
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Let the bullets fly for a while
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China, Semiconductors, and the Push for Independence - Part 2
Not your grandfather’s semiconductor industry
Lillian Li
and
Jordan
Oct 1, 2021
16
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China, Semiconductors, and the Push for Independence - Part 2
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The Chinese Tech Playbook for Winning - Part I
On strategies
Lillian Li
Feb 11
19
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The Chinese Tech Playbook for Winning - Part I
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Alibaba: From growth to value
A rebuttal to BABA Black Sheep
Lillian Li
Jan 14, 2021
17
4
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Alibaba: From growth to value
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The next chapter
Lillian Li
Jul 1
68
31
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The next chapter
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The hottest and least understood e-commerce model: Community Group Buying
Why are Pinduoduo, Meituan, Didi, Bytedance, Alibaba and Tencent all interested in this?
Lillian Li
Dec 3, 2020
24
11
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The hottest and least understood e-commerce model: Community Group Buying
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Xiaohongshu deep-dive
How the Chinese Instagram equivalent isn't really about vibes
Lillian Li
Jun 17
29
3
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Xiaohongshu deep-dive
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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, 2021
10
3
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Reflections of an ex Chinese tech equity analyst
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Pinduoduo: Together, More Bull, More Bear, More Fun
Another Not Boring x Chinese Characteristics collab
Lillian Li
Jul 26, 2021
17
2
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Pinduoduo: Together, More Bull, More Bear, More Fun
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Things not being said about Chinese tech management
Disfunction with Chinese characteristics
Lillian Li
Mar 31
23
2
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Things not being said about Chinese tech management
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Overview of the 14th Five Year Plan (Abridged Version)
Lillian Li
Jul 29, 2021
18
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Overview of the 14th Five Year Plan (Abridged Version)
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