Chris Udemans
Reporter
China
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Recent articles by Chris:
China Tech Investor: Baidu, Tencent, and JD earnings, with Michael Norris ·
In this episode, James, Elliott, and Michael Norris discuss the quarterly earnings of Baidu, Tencent, and JD, while also answering questions from listeners. → Read More
Who are the funders in China's cleantech industry? ·
As the government pushes carbon neutrality, venture capital firms are increasingly setting up cleantech funds to back novel companies → Read More
Carbonstop secures RMB 50 million funding ·
Cleantech startups like Carbonstop could benefit from China's recent drive to clean up its environment—with investment expected to reach $16 trillion by 2060. → Read More
China Tech Investor: China’s evolving semiconductor landscape, with Stewart Randall ·
Stewart Randall talks about the semiconductor frenzy in China, and how investors can differentiate the contenders from the pretenders. → Read More
TechNode launches the ‘Techlash Tracker’ ·
TechNode is launching the Techlash Tracker, a database of major regulatory moves involving big tech in China. → Read More
Hello Inc becomes first Chinese bike rental firm to file for US IPO ·
Despite the positive news, the filing reveals that Hello Inc. still has a ways to go to reach maturity. The company has faced massive losses. → Read More
Seven Chinese cleantech companies you should know about ·
We wanted to give you a sense of the range of the field, so we’ve been tracking down Chinese cleantech companies that we think are interesting. → Read More
China looks beyond EVs to hydrogen technology ·
Hydrogen fuel, which can be used in applications from industrial processes to transportation, could allow China to move away from fossil fuels. → Read More
Huawei reports sharply slower growth as US sanctions take a toll ·
Huawei saw its revenue decline in regions across the globe—except for its home market, which accounted for nearly two-thirds of its 2020 income. → Read More
China's big tech vows big carbon cuts with little detail ·
Ant Financial, JD Logistics most ambitious carbon cutters amid wave of new environmental plans from China's tech giants. → Read More
China Tech Investor: Chinese antritrust exceptionalism, with Angela Huyue Zhang ·
Recorded live on Clubhouse, Elliott chats with University of Hong Kong professor Angela Zhang about her new book "Chinese Antitrust Exceptionalism." → Read More
China clamps down on 136 apps for privacy violations ·
Chinese regulators are increasingly scrutinizing how private companies handle the data of its nearly 1 billion internet users. → Read More
Cleantech is about to become very big tech ·
For the next few months, we’ll be identifying promising cleantech technologies and companies, and looking into who is investing in the industry. → Read More
China Tech Investor: From Alibaba & Ant to Xiaomi: Looking back at 2020, forward to 2021 ·
James and Elliott review the winners and losers of 2020, what they got right and what they got wrong, as well as the lessons they learned. → Read More
Why analysts don’t trust GMV, and why they use it anyway ·
Every penny a customer commits to pay on a platform is counted as part of GMV, whether or not they pay, or later get the money refunded. → Read More
China Tech Investor: The boom and bust of China’s 'second landlords,' with Capucine Cogné ·
China's "second landlord" platforms have seen a dramatic rise and fall. What led to their fall from grace and who stands to benfit as the industry consolidates? → Read More
China Tech Investor: EV makers got a big charge in 2020, with Tu Le ·
Electric vehicle stocks have experienced stratospheric growth this year. What will they need to achieve in order to justify their share prices? → Read More
China tech investment overseas: past, present, and future ·
Over the past six months, I've been mapping the global footprint of Chinese tech investment. Here's what I've learned. → Read More
Proxy war? Alibaba, Tencent draw lines across Southeast Asian unicorn scene ·
China's domestic tech proxy war has spilt over into Southeast Asia and India. Here's what it looks like. → Read More
Ant Group cuts funds for overseas partners ahead of IPO ·
Ant Group spent billions on its overseas investments. Now, its cutting support, hoping its partner e-wallet firms can make their own way. → Read More