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

So so th that gives a bit of uncertainty.

And that also gives the um

uh the certainty to whole ecosystem, right?

Because remember at the at the beginning of the year, answer sellers and stuff, they are saying that okay, I don't know how much effort I should commit to TikTok because I don't know where they would be banned.

So actually I think entering twenty twenty six I'm probably a little bit more optimistic compared to the to the beginning of twenty twenty five.

Or in a way is that less fittery, right?

So so we have been to China so many times this year and we got a much better understanding about um what's happening there.

And I also noticed that towards the end of the year, the people I talk to, the sentiment have become I mean, the macro economy is still I mean, if you look at numbers not great.

But the the confidence of uh businesses and investors are becoming much better compared to the beginning of the year.

And uh there's also a um selection selection bias, because you talk to the Chinese investors who have who have taken refuge in Singapore,

uh since twenty twenty two, I think many of the many of the viewpoints stuck in twenty twenty two.

They were telling you everything's bad.

But the people who think that the things are are good are have already moved back to Shanghai.

So so so we talk to these di two different groups of people

And uh their pathways uh sort of bifurcated in twenty twenty two and I think it remains so until twenty twenty five.

So to to to get real understanding probably you need to talk to both sides.

I mean you need to understand from the people who are pessimistic why they are pessimistic.

But there are also people who are optimistic, why they're optimistic.

Then you form your own judgment and uh and uh they then you figure out how how you should deal with all these Chinese companies which are coming out.

And it's sometimes beyond the headlines when things actually happen, when things actually evolve towards a certain extreme and English we have a term called reversion to the mean, right?

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