Jianggan Li

speaker

871 appearances 4 recordings 1 series first heard Sep 2025 last heard 6 Sep

Jianggan Li’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 3 in all, peaking in Sep 2026 with 1.

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BRAVE Southeast Asia Tech: Singapore, Indonesia, Vietnam, Philippines, Thailand & Malaysia Startups, Founders & Venture Capital VC (English) · Jianggan Li: China vs. USA Tactical Pause, Moves vs. Countermoves & Rare Earths Leverage – E647 · 26 Nov 2025 podcast

And someone has been talking about pharmaceuticals, but uh I mean that's the pharmaceutical materials and that's something that I'm not really familiar with, but it seems that there are lots of leverage points that people can use.

A a lot of things have shifted this year, right?

So and a lot of the assumptions that people have been making at the beginning of the year um turned out to be I wouldn't say drastically different, but uh but but somehow the whole economy, the market, found e an equilibrium around this sort of tactical pose.

And and I think when you are in I mean, uh we have been in sort of competitive environment.

uh for tech companies, right?

So when you reach a situation that nobody can kill each other, so you you kind of have a situation that people become less aggressive.

I mean if you and and they have their own considerations.

So but of course people say that okay, oh yeah, I mean a lot of things happened and at the end of the day we are back to square one.

But a lot of things indeed happen and and a lot of things indeed changed, right?

So if you look at I mean this year a lot of uh

a lot of the headlines are about Chinese cross border e commerce companies like Xi and Temu because uh if you read the read the US news, Europe news and stuff, um they talk about these companies a lot because uh these companies initially they shipped lots of goods into the foreign markets using the so called uh tax loophole.

So basically parcels valued below certain threshold that you don't have to pay tax.

But

I think that has been closed for the US.

Europe is imposing a fee on each parcel.

But somehow at the end of the year we we we look at it.

I mean these companies have been able to navigate through this.

Yeah.

I know.

I mean uh the problem I see with lots of people, uh whether it's Western lands or Chinese lands or whatever, is you form a narrative before you go to the ground to have a feeling for yourself, right?

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