Treceți offline cu aplicația Player FM !
BRAVE Southeast Asia Tech: Singapore, Indonesia, Vietnam, Philippines, Thailand & Malaysia Startups, Founders & Venture Capital VC (English)
»
Jianggan Li: China Exporters vs. Trump, Expansion to Saudi Arabia & Middle East, Electric Vehicle Wars - E519
Manage episode 459490860 series 3243141
Jianggan Li, Founder & CEO of Momentum Works, and Jeremy Au discussed:
1. China Exporters vs. Trump:
Jianggan Li shared his experiences from nine trips to China, highlighting how exporters are stockpiling goods to mitigate U.S.-China trade tensions amid 2025 Trump-era tariffs. Discussions in Hangzhou emphasized the limits of the “China Plus One” strategy, with countries like Vietnam and Indonesia struggling to match China’s scale and supply chain efficiency. The conversation also covered China’s cross-border logistics innovations, including the Xi’an-to-Budapest rail route, and the integration of Chinese labor into global supply chains, such as assembly work in Italy’s luxury goods sector.
2. Expansion to Saudi Arabia & Middle East:
Saudi Arabia’s energy surplus, social contract with foreign labor and government openness to tech and e-commerce firms, such as Talabat and Bytedance, create market expansion opportunities for China exporters and manufacturers. Jeremy and Jianggan noted Saudi Arabia’s interest in Singapore’s industrial policies as a model for economic transformation and compared this approach to Southeast Asia’s more protectionist policies.
3. Electric Vehicle Wars:
Jianggan provides a candid look at the competitive landscape of China’s EV sector, from the collapse of smaller players to BYD's dominance. They discuss how scale, innovation, and investment strategies are reshaping the industry. They discuss the implications of the price war vs. consolidation for both domestic and global producers and consumers.
Jeremy and Jianggan also discussed startup drone delivery tests in Dubai, Vietnam VNG’s struggles and competition vs. Chinese platforms, and the implications of U.S. 2025 “reverse CFIUS” regulations.
===
Watch, listen or read the full insight at www.bravesea.com/blog/chinaexportersvstrump
Nonton, dengar atau baca wawasan lengkapnya di www.bravesea.com/blog/chinaexportersvstrump
观看、收听或阅读全文,请访问 www.bravesea.com/blog/chinaexportersvstrump
Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại www.bravesea.com/blog/chinaexportersvstrump
Get transcripts, startup resources & community discussions at www.bravesea.com
WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e
TikTok: https://www.tiktok.com/@jeremyau
Instagram: https://www.instagram.com/jeremyauz
Twitter: https://twitter.com/jeremyau
LinkedIn: https://www.linkedin.com/company/bravesea
Spotify
English: https://open.spotify.com/show/4TnqkaWpTT181lMA8xNu0T
Bahasa Indonesia: https://open.spotify.com/show/2Vs8t6qPo0eFb4o6zOmiVZ
Chinese: https://open.spotify.com/show/20AGbzHhzFDWyRTbHTVDJR
Vietnamese: https://open.spotify.com/show/0yqd3Jj0I19NhN0h8lWrK1
YouTube
English: https://www.youtube.com/@JeremyAu?sub_confirmation=1
Apple Podcast
Learn more about Nika.eco! Reach out to info@nika.eco if you are a geospatial data scientist or climate researcher who is interested to partner on a pilot or research opportunities
514 episoade
Manage episode 459490860 series 3243141
Jianggan Li, Founder & CEO of Momentum Works, and Jeremy Au discussed:
1. China Exporters vs. Trump:
Jianggan Li shared his experiences from nine trips to China, highlighting how exporters are stockpiling goods to mitigate U.S.-China trade tensions amid 2025 Trump-era tariffs. Discussions in Hangzhou emphasized the limits of the “China Plus One” strategy, with countries like Vietnam and Indonesia struggling to match China’s scale and supply chain efficiency. The conversation also covered China’s cross-border logistics innovations, including the Xi’an-to-Budapest rail route, and the integration of Chinese labor into global supply chains, such as assembly work in Italy’s luxury goods sector.
2. Expansion to Saudi Arabia & Middle East:
Saudi Arabia’s energy surplus, social contract with foreign labor and government openness to tech and e-commerce firms, such as Talabat and Bytedance, create market expansion opportunities for China exporters and manufacturers. Jeremy and Jianggan noted Saudi Arabia’s interest in Singapore’s industrial policies as a model for economic transformation and compared this approach to Southeast Asia’s more protectionist policies.
3. Electric Vehicle Wars:
Jianggan provides a candid look at the competitive landscape of China’s EV sector, from the collapse of smaller players to BYD's dominance. They discuss how scale, innovation, and investment strategies are reshaping the industry. They discuss the implications of the price war vs. consolidation for both domestic and global producers and consumers.
Jeremy and Jianggan also discussed startup drone delivery tests in Dubai, Vietnam VNG’s struggles and competition vs. Chinese platforms, and the implications of U.S. 2025 “reverse CFIUS” regulations.
===
Watch, listen or read the full insight at www.bravesea.com/blog/chinaexportersvstrump
Nonton, dengar atau baca wawasan lengkapnya di www.bravesea.com/blog/chinaexportersvstrump
观看、收听或阅读全文,请访问 www.bravesea.com/blog/chinaexportersvstrump
Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại www.bravesea.com/blog/chinaexportersvstrump
Get transcripts, startup resources & community discussions at www.bravesea.com
WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e
TikTok: https://www.tiktok.com/@jeremyau
Instagram: https://www.instagram.com/jeremyauz
Twitter: https://twitter.com/jeremyau
LinkedIn: https://www.linkedin.com/company/bravesea
Spotify
English: https://open.spotify.com/show/4TnqkaWpTT181lMA8xNu0T
Bahasa Indonesia: https://open.spotify.com/show/2Vs8t6qPo0eFb4o6zOmiVZ
Chinese: https://open.spotify.com/show/20AGbzHhzFDWyRTbHTVDJR
Vietnamese: https://open.spotify.com/show/0yqd3Jj0I19NhN0h8lWrK1
YouTube
English: https://www.youtube.com/@JeremyAu?sub_confirmation=1
Apple Podcast
Learn more about Nika.eco! Reach out to info@nika.eco if you are a geospatial data scientist or climate researcher who is interested to partner on a pilot or research opportunities
514 episoade
All episodes
×Bun venit la Player FM!
Player FM scanează web-ul pentru podcast-uri de înaltă calitate pentru a vă putea bucura acum. Este cea mai bună aplicație pentru podcast și funcționează pe Android, iPhone și pe web. Înscrieți-vă pentru a sincroniza abonamentele pe toate dispozitivele.