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PayTM and the battle for India’s Ecosystem
PayTM’s upcoming IPO will set the stage for one of the world's most definitive ecosystem battles, with Big Tech, China Tech and local champions duking…
Aug 30, 2021
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Muneeb Jan
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PayTM and the battle for India’s Ecosystem
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July 2021
Meituan: China Tech Series #2
A look into the origins of the "SuperApp of Services"
Jul 20, 2021
•
Muneeb Jan
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Meituan: China Tech Series #2
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Pinduoduo: China Tech Series #1
Hey Folks 👋, Earlier, I wrote a piece titled “China Tech vs. the World”. As I’ve come up the curve on the subject, I’ve decided to do a series of…
Jul 12, 2021
•
Muneeb Jan
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Pinduoduo: China Tech Series #1
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June 2021
A look at China's e-CNY 🕵🏻♂️
A deep-dive in the structure, policy choices and economic ramifications of CBDCs
Jun 28, 2021
•
Muneeb Jan
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A look at China's e-CNY 🕵🏻♂️
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The Chip Industry: Origins, Key Players and Geopolitics 📱
Or why semiconductors are the new "oil"
Jun 22, 2021
•
Muneeb Jan
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The Chip Industry: Origins, Key Players and Geopolitics 📱
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April 2021
The Rise of the Renminbi 🧧
And Hong Kong’s Role as an Offshore RMB Hub
Apr 30, 2021
•
Muneeb Jan
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The Rise of the Renminbi 🧧
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The "Plumbing" behind Payments 🔩
And the Future of Money
Apr 18, 2021
•
Muneeb Jan
2
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The "Plumbing" behind Payments 🔩
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March 2021
Notes on the Coinbase IPO
I recently delved into through Coinbase’s S1 disclosures, and wrote a short piece about it here (<<🔗 ) on Bitcoin Magazine. What’s remarkable is that…
Mar 24, 2021
•
Muneeb Jan
2
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Notes on the Coinbase IPO
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The Murky World of Tax Havens
Took a crack at doing a video. I’ve been very curious about the workings of Tax Havens and how they came to be. One popular myth is that Switzerland…
Mar 15, 2021
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Muneeb Jan
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The Murky World of Tax Havens
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Let's get Fiscal
This is a meandering sort of piece with no overarching conclusion – just trying to get some perspective on government debt and finances. The US just…
Mar 13, 2021
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Muneeb Jan
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Let's get Fiscal
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February 2021
China Tech vs. the World
With the US and China locked in a “Tech Cold War”, I try to stack up Chinese Tech titans against their Silicon Valley counterparts. TLDR Summary: They…
Feb 18, 2021
•
Muneeb Jan
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China Tech vs. the World
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January 2021
Global Banks: The Long View
With Q4 Earnings popping in I take a look at 20-Yr data to see where Global banks landed after their massive pre-crisis ambitions. As banks struggle to…
Jan 19, 2021
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Muneeb Jan
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Global Banks: The Long View
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