EP34.【Knowledge Surfing x Tim Culpan】Outlook 2023: Regionalization, Decoupling and Decentralization

2022 was an eventful year to say the least. We had a war that started almost a year ago and it’s still ongoing, we had a shocking correction and crash in both the public and the crypto market, and the geopolitical tensions are high between many countries in the world. Supply chain is greatly disrupted, and inflation is still high. Looking ahead to 2023, what can we expect, when are things going to turn around?

In this episode, we are honored to have Tim Culpan, a Bloomberg Opinion columnist covering tech in Asia for many years. He shared his perspectives on what he thinks is going to happen in 2023 in the world of supply chain and the global economy.

Highlights 🌊
👨 Tim's journey from political & economic fields to the tech industry
🌎 A world with more “regionalization” and decentralization
🏗 ​​There won't be a new manufacturing hub replacing China, new rules must be adapted
💔 Decoupling will be more thorough in certain areas, but we will not see complete separation
👀 What's next for China's economy after exiting zero-COVID policy?
📈 The role of big tech companies in China will come back

＊The content of this episode is not investment suggestions. Careful research and risk assessment should be made before investing.