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Home > Asia Tech Podcast > ATP560 Asia Matters: Does China’s Tech Future lie in Japan’s Past?
Podcast: Asia Tech Podcast
Episode:

ATP560 Asia Matters: Does China’s Tech Future lie in Japan’s Past?
Category: Business
Duration: 00:57:07
Publish Date: 2018-02-20 20:23:22
Description:

Podcast highlights:

  • 23:00 Everything being said about China now was once said about Japan (world's biggest economy, world's most advanced market, world's most sophisticated consumer etc).
  • 28:30 China is going to become the world's largest economy in 2020. What is hype and what is fact?
  • 42:50 What are the parallels between the NTT DoCoMo telecoms industry in Japan of the 1980s/90s and the WeChat internet industry of China today?

Podcast notes:

  • 00:05 Introduction to ATP560 What can looking back at Japan's Economic History tell us about China's Future? Asia Matters with Graham Brown
  • 00:55 What historical precedents do we have in understanding the rise of China?[tweet]
  • 03:20 Why does looking at Japan in 1990 help us better understand China in 2020?
  • 06:45 My story moving to Japan in 1995, $1000000 golf club memberships, YKK Zippers and Sony Walkmans
  • 12:15 The Japan Asset Bubble, the economic miracle and 30% Annual GDP Growth
  • 13:05 How Japan experienced record real estate valuations in 1992-3, with the Ginza district reaching $139,000 per square foot (1000% more than the most expensive city in the world today - Hong Kong)
  • 16:00 What was driving the Japanese economic miracle?
  • 18:00 Why did the world's view of Japan back in the mid 1980s and 90s herald similar world views of China in the 2020s?
  • 20:40 How does Francis Fukuyama's "end of history" essay about the fall of the Berlin Wall teach us that experts aren't always right about the future?
  • 23:00 Everything being said about China now was once said about Japan (world's biggest economy, world's most advanced market, world's most sophisticated consumer etc).
  • 27:20 In 1990, Japan had the world's largest bank, the world's largest insurance company and the world's largest stock exchange
  • 28:30 China is going to become the world's largest economy in 2020. What is hype and what is fact?
  • 30:00 Remember when it was the Japanese who bought Van Gogh's "Sunflowers" for $40m (the most expensive painting in the world)?
  • 31:10 Are there parallels between the flight of Japanese money outside of Japan looking for Outsized Returns and the shift of Chinese capital into Southeast Asia?
  • 34:50 How emerging economies like Japan and China followed a 3 stage growth pattern
  • 36:20 What's the future of the Bakugai Chinese consumer and other phenomenon?
  • 41:30 Will China's giants TenCent and Alibaba succeed overseas? What precedent can we learn from Japanese Keiretsu history?
  • 42:50 What are the parallels between the NTT DoCoMo telecoms industry in Japan of the 1980s/90s and the WeChat internet industry of China today?
  • 48:25 What are the differences between China today and Japan of the 1980s?
  • 55:30 What do you think about China? I'm bullish... but do you think 'it's different this time'?
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