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.
Podcasts
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?