In the eyes of many western investors, Chinese tech companies are at a crossroads. Draconian regulation, the likes of which are next to impossible for US/EU regulators to implement is clipping the wings of the billionaire class, upending established norms and may eventually lead to the end of capital formation on American exchanges. While US mega-cap tech is labeled with stratospheric, trillion-dollar-plus valuations, their Chinese peers have lagged by over 40% in the past four months alone. Is this divergence a precursor to a permanent de-rating of China’s groundbreaking companies or one of the great opportunities so far in this new decade?
Author and Media Entrepreneur, Rebecca Fannin joins Paul for a conversation that is guaranteed to go in multiple directions and address the slew of structural crosscurrents facing technology companies in the mainland.