Robin Zhu: Game On

Robin Zhu: Game On

Author: Bernstein Research October 31, 2023 Duration: 27:53
With China emerging as world-leading in various spaces, China Internet and Japanese Video Gaming Analyst Robin Zhu joins us from Hong Kong to discuss the internet – including Japanification of the sector and competitive e-commerce business models PDD and Douyin, including Temu. Plus, we discuss gaming including the rapid growth of the industry, the impact of AI and game-play innovations, and what Robin believes is the best game ever produced.

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Bernstein Research presents In the Know, a podcast that moves beyond the headlines to examine the underlying forces shaping markets. Each episode features a conversation with one of the firm's analysts, who bring their deep, sector-specific expertise to the table. The discussions here aren't generic overviews; they delve into the nuanced debates and genuine controversies that active investors are grappling with right now. You'll hear informed perspectives on everything from shifting industry fundamentals to the real-world implications of breaking news. This is a space for substantive analysis, where complex ideas are broken down with clarity and conviction. Tune in for a direct line to the research and reasoning that informs major investment decisions, all grounded in Bernstein's rigorous, industrial-strength approach. The In the Know podcast offers listeners a chance to sit in on these critical conversations, gaining context and insight that is often lost in the daily noise of the financial media.
Author: Language: English Episodes: 74

In the Know
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