Decoding China's Tech Innovation From Xiaomi to the Market

Is China tech still a risk you avoid, or a cycle global investors are misreading？

In this Tech Innovation Deep Talk episode, Richard Peng sits down with Jason Hsu from Rayliant and Xiaomi CFO Alan Lam to look at China through an overseas investor lens.

From the 85 percent move in the Hang Seng Tech Index to the launch of CNQQ on NASDAQ, they unpack what is signal, what is noise, and where innovation is actually showing up in earnings and products.

No cheerleading, no doom narrative, just a grounded conversation on valuation, research and development, and how AI and EVs are reshaping the opportunity set.

Subscribe to Tech Innovation Deep Talk to follow China’s changes as part of a global story, not a separate one.

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