Inside Out | Tell a better China VC story
Inside Out | Tell a better China VC story
Podcast Description
The one podcast for everything about Venture Capital in China, co-hosted by Danchun and Wuhao.
China venture is in an interesting transition period, we’re here to share insider perspectives and explore next-gen opportunities.
We talk to the brightest investors and most visionary founders in the VC space, sharing exclusive insights for global GPs and LPs.
Let’s tell a better China venture story!
Podcast Insights
Content Themes
Explores themes in venture capital trends, technology innovation, and investment strategies in China with episodes covering topics such as deep tech startups, consumer market investments, and the impact of government regulations on innovation, highlighted by specific discussions on companies like DeepSeek and their implications for the global market.
The one podcast for everything about investing in China, co-hosted by Danchun and Xinhao.
From venture capital to the public markets, we’re here to share insider perspectives and explore next-gen opportunities.
We talk to the brightest investors and most visionary founders, sharing exclusive insights for global GPs and LPs.
Let’s tell a better story of investing in China!
China Connect 2025 Event
Next-Gen Innovation & Investment Opportunities in China
🗓️ Oct 2, Zurich
In Ep 14, we sit down with Xinyue Hou, Lead Portfolio Manager at Bellecapital. She offers a masterclass in navigating the complexities and opportunities of the East from a Western vantage point. Xinyue shares her “neutral and rational” investment philosophy, shaped by her deep roots in China and professional experience in Europe, allowing her to see both the risks and rewards that others often miss.
In this episode:
- The “Uninvestible” Myth: Why Xinyue believes the “China is uninvestible” narrative is a critical misjudgment and where she finds compelling opportunities in semiconductors, innovative drugs, and AI.
- The “China Plus One” Playbook: A deep dive into the massive strategic shift creating powerful growth tailwinds for countries like Vietnam and India.
- A Generational Edge: How a “young mindset” is crucial for identifying the next big consumer trends—from Pop Mart to emotional spending—and adapting to disruptive technologies.
- High-Conviction Stock Picking: Xinyue reveals her three-part framework for identifying quality companies with sustainable growth, moats, and good returns.
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