How to Profit from Politics in China Tech (Tech Strategy – Podcast 93)


This week’s podcast is about how to profit from political involvement in China tech. But really it is about how to think systematically about the role of the State. And about how to benefit from the State as the mother-of-all catalysts.

You can listen to this podcast here or at iTunesGoogle Podcasts and Himalaya.

You can sign-up for my online talk Thursday with Kevin O’Leary at:

You can sign-up for my webinar next week on retail tech at:

Ways to profit from State involvement:

  • Ride the big waves from top-down initiatives
  • Copy Cheah Chang Hye (Value Partners). Buy and sell unfollowed and obscure China bargains.
  • Demand a bigger margin of safety
  • Buy and sell fast (Ben Graham).
  • Buy quantitative certainties (Ben Graham).
  • Buy great companies and hold long-term (Philip Fisher).


Related articles:

From the Concept Library, concepts for this article are:

  • Role of the State
  • Giants, Dwarves and the State
  • Catalysts

From the Company Library, companies for this article are:

  • Suntech
  • Cheah Cheng Hye / Value Partners

Photo by Nick Fewings on Unsplash


I write, speak and consult about how to win (and not lose) in digital strategy and transformation.

I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.

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