In this podcast, Jeffrey Towson discusses how to assess political risk in China tech. He shares his insights on how to identify companies that are likely to be affected by government policies, and how to manage risk in this uncertain environment.
Category Archives: Philip Fisher
Lessons from Cheah Cheng Hye on China Stocks and Uncertain Terrains (Tech Strategy – Daily Article)
There is a lot of political uncertainty around China tech stocks these days. But this is not anything new. China and other rapidly developing economies always have greater uncertainties. And I think avoiding such uncertainties is not a great strategy. It’s better to learn to navigate them. The person that comes to mind for this […]
Lessons from Philip Fisher on Tencent, Motorola and Rate of Learning (Tech Strategy – Daily Article)
I recently wrote about Shein and how they are increasing on rate of learning (plus low prices). That article is here. And I characterized their rapid updating of their site (adding +1,000 new products per day) as “retail at the speed of algorithms”. However, there are other types of rate of learning. One is when […]