Bridging China & Global Tech
The only newsletter that turns China’s tech breakthroughs into actionable insights for global decision-makers.
While Silicon Valley makes headlines, China is quietly reshaping the future of AI, electric vehicles, robotics, and semiconductors. I’m Poe Zhao, and I bridge the gap between China’s rapidly evolving tech ecosystem and the global community.
The problem: Most English-language coverage of Chinese tech is either surface-level reporting or geopolitically biased commentary that obscures real business opportunities.
My solution: Deep analytical content that treats China’s tech ecosystem for what it is—innovative companies competing in global markets, with clear implications for your investment and business decisions.
What Makes This Different
🔍 Beyond the Headlines
I don’t just tell you what happened — I explain why it matters. From AI frameworks to EV supply chains, I show how China’s tech companies are reshaping global competition.
📊 Investment-Grade Research
Every analysis includes data that investors care about: financial metrics, market share shifts, technical standards, and competitive positioning.
🌍 Global Context
Chinese innovation doesn’t happen in isolation. I connect breakthroughs in Beijing, Shanghai, and Shenzhen to trends in Silicon Valley, Seoul, and Berlin.
💼 Decision-Maker Focus
This newsletter is built for investors, strategists, and operators who need signal, not noise.
Two Levels of Insight
🔓 Free Subscribers Get:
Weekly strategic China tech analysis (~2,000 words) with actionable frameworks
Global context connecting Chinese innovation to worldwide market implications
💎 Premium Subscribers Get Complete China Tech Intelligence:
Proprietary analytical frameworks that separate signal from noise
Investment-grade research methodologies for navigating China’s complex tech landscapeFlashPoint rapid-response analysis on market-moving China developments
Strategic implications delivered while others scramble to understand breaking newsExclusive deep-dive research on emerging China tech opportunities
Investment thesis and risk assessment before companies hit Western radarComprehensive quarterly China tech sector intelligence
AI, EVs, robotics, and semiconductors with competitive positioning analysisDirect access for China tech strategic questions
Priority responses and custom analysis requests from me personally
Content Framework
Free Weekly Analysis: Strategic frameworks and trend identification
Understanding what’s happening in China’s tech landscape and why it matters globally
Premium Deep-Dives: Investment thesis and competitive analysis
Complete financial modeling, risk assessment, and specific opportunity identification
Audio Content: Commentary and extended discussions
Additional perspectives and real-time analysis of breaking developments
Industry Reports: Comprehensive sector analysis
Quarterly deep-dives into key technology sectors with investment implications
Who I Am
Tech Analyst covering AI, robotics, and China's innovation ecosystem for 12+ years. Founded Dailyio. Based in Beijing.
I'm uniquely positioned to provide this analysis because:
🗣️ Language Access: I read Chinese regulatory filings, earnings calls, and industry reports that most Western analysts miss
🌐 Cultural Understanding: Deep experience analyzing Chinese technology companies and their strategic thinking
🔗 Network: Extensive connections across China's tech hubs in Beijing, Shanghai, and Shenzhen
Who This Is For
Investment Professionals: VCs, hedge fund analysts, and institutional investors tracking Chinese tech opportunities and risks
Corporate Strategists: Executives at multinational companies navigating Chinese competition and partnership opportunities
Entrepreneurs: Founders building companies that compete with or depend on Chinese technology developments
Policy Analysts: Researchers at think tanks and government agencies tracking technological competition
Tech Journalists: Writers covering global innovation who need deeper context on Chinese developments
Start Reading
New to China tech analysis? Subscribe free to receive weekly strategic analysis and audio commentary.
Ready for investment-grade research? Premium subscribers get complete frameworks, risk assessments, and specific opportunities.
Subscription Options
Free
✓ Weekly strategic China tech analysis (~2,000 words)
✓ Global context for major China tech developments
Premium
✓ Complete China tech intelligence package
✓ Proprietary frameworks and rapid-response analysis
✓ Investment-grade research and direct access
Questions?
Reply to any newsletter or email me directly — I read every message and respond personally.
Follow me on X: @poezhao0605
The difference between understanding China’s tech revolution and profiting from it is the quality of your analysis. Let’s give you that competitive advantage.
