Inside Out: Tell a Better Story of Investing in China

Dive into China's next "golden period" of AI with Stella Zhou, Founding Partner at INCE Capital. With 20 years in VC—including backing Musical.ly (now TikTok) as Qiming's youngest partner—Stella shares her journey from Shanghai roots to leading AI-driven consumer bets like Lovart.ai, the world's first design agent, and Pebble, the revolutionary EV smart trailer. Discover why AI is igniting a new e...

China Connect 2025 Event Next-Gen Innovation & Investment Opportunities in China 🗓️ Oct 2, Zurich 👉 Register Here 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 roo...

From humanoids hitting factory floors to the surprising shift in where robotics innovation happens globally - this special episode brings together four leading investors from Silicon Valley, China, Switzerland, and the Nordics to decode the robotics revolution. Featuring Karthee Madasamy from MFV Partners (PsiQuantum, Agility Robotics), Wei Cao from Lanchi Ventures (20+ robotics portfolio), Arne T...

Recorded across three continents (US, Europe, and China), this deep dive with James Zhao—Founder and Managing Partner of LYFE Capital—unpacks how transpacific healthcare buyouts are reshaping biotech and medtech. A medical doctor turned investor (Monitor Group → Vivo Capital → LYFE), James shares how LYFE scaled to a global platform with USD 2B AUM and five offices, and why the next decade will be...

China’s economy is shifting from debt-driven, high-speed growth to a new era focused on high-quality, sustainable development. In this episode, we sit down with Hao Yu, Founder and CIO of hedge fund Bamboo Hill Capital, to explore how this transformation is creating one of the world’s richest landscapes for long/short alpha in public equities. Key topics include: How China’s economic transition is...

Join us for a conversation with Lei Yang, founder of Particle Future Venture Capital and one of China’s pioneering deep tech investors. In this episode, Lei reflects on his journey—from McKinsey, to leading advanced technology investments at NLVC, to launching Particle Future. We explore the grit and resilience behind China’s HardTech ecosystem, the evolving mindset of founders, and why focus and...

Join us for an in-depth conversation with Xin Wu, Founder and CEO of Banyan Partners, as we explore the realities of investing in China’s public markets. We discuss the nuances between public and private markets, and the unique risks and opportunities facing investors today. Xin breaks down Banyan’s long/short value investing strategy, shares how they identify both long and short positions, and un...

“You don’t wait for perfect macro to invest in China — you follow the alpha, not the noise.” New Inside Out episode with Ryan Yin , founder and Chief Investment Officer at Aspoon Capital , a long/short equity hedge fund that focuses on Greater China and invests across TMT, Consumer, and Industrial Sectors. This one hits hard — no hedge fund fluff, check it out! Top 4 takeaways： 1. Policy in China...

What does it take to back China’s next generation of global tech founders? Patrick Kavanagh—operator, investor, and founder of Old Friendship Capital—shares his journey from Robinhood to investing in China’s most ambitious startups. Patrick breaks down the opportunities, challenges, and strategies for navigating China’s fast-changing VC landscape. Key Points: Insider stories behind Manus AI - the...

🚀 From Li Auto to AGI: What’s Next for China’s Innovation Wave? Future Capital backed Li Auto pre-product. It’s now a $30B company. It also invested in MiniMax—8 months before ChatGPT launched. These were more than bets—they were signals of where the future is headed. 🔋 1. The EV Revolution: From Hardware to Embodied AI Three phases have already unfolded: Phase 1: Electrification → solid-state b...

In this captivating episode, we sit down with Marko Bjelonic, CEO & Co-Founder of RIVR (formerly Swiss-Mile), whose groundbreaking wheeled-quadruped robots are transforming last-mile delivery. From his early days as a PhD researcher at ETH Zurich to securing backing from Jeff Bezos and establishing partnerships with Chinese robotics companies, Marko shares his journey of building a global robo...

🚀 How Lalamove ("Uber for Truck") Became a $10B Logistics Powerhouse While Uber Struggled in China 🚀 How Chinese Companies Are Expanding Overseas and Becoming Global Leaders. 🚀 Why Betting on SEA & India As The "Next China" Might Be Missing the Bigger Picture We had an incredible conversation with Ian Goh, Managing Partner at 01VC, diving into the reality of venture inve...

In this explosive episode, we dive deep into the DeepSeek phenomenon with Linear Capital's Harry Wang, exploring how this Chinese AI startup shook the global tech landscape. From DeepSeek's unconventional founding story to its groundbreaking R1, we unpack why the market initially missed this AI dark horse and what it means for the future of global artificial intelligence. The conversation...

In our second episode, we sit down with Boyu Hu , founder of XVC . Boyu shares his unique investment philosophy, emphasizing independent thinking and emotionless decision-making, and spotting unconventional opportunities in China’s rapidly evolving consumer market. Key Topics Include: The secret behind XVC’s No.1 global performance (2019 vintage) Outlook on China’s consumer market and why China VC...

In our first episode, we sit down with Herry Han , founding partner of Soul Capital and a seasoned veteran in China’s VC scene. Herry takes us through his remarkable 20-year journey in VC, sharing his investment philosophy in electric vehicles (EVs) and artificial intelligence (AI), as well as his bold vision for the future of Chinese tech. Key topics include: How the Chinese government is driving...

The one podcast for everything about Venture Capital in China, co-hosted by Danchun and Wuhao. 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!