Loek van Kooten, MAIf you have capital in gaming, most of your intel comes from English-language sources.
Here's what you're not seeing: This week, the NPPA approved 130 domestic games in China. Only 3 imports made the cut. That's a 43:1 ratio, up from 24:1 last month. If your portfolio includes a publisher with "China expansion" on the roadmap, ask them about this number. If they can't answer, they don't have a China strategy. They have a China slide.
Meanwhile, Nexon's chairman promised zero layoffs at a Capital Markets Briefing in Tokyo, one day after winning Blizzard's Korean publishing contract by promising deeper human localization. The Western industry is cutting localization teams. The Asian industry is hiring them, and winning contracts because of it. I read Japanese, Chinese, and Korean gaming media every day. I've done this for 30 years. I just started writing about what I find. CJK Game Intel. Weekly.
First issue is free: https://loekvankooten.substack.com/p/one-firing-three-languages-three hashtag#gaming hashtag#investmentresearch hashtag#japan hashtag#china hashtag#korea
