https://simplecast.com China Tech Investor The China Tech Investor podcast is a weekly show featuring Elliott Zaagman, writer and contributor to TechNode, and James Hull, a professional investor. Each week, the two look at their watchlist and talk about what's happening with listed Chinese tech companies TechNode en Thu, 9 Dec 2021 09:20:26 +0000 Thu, 9 Dec 2021 09:20:37 +0000 https://chinatechinvestor.simplecast.com China Tech Investor https://image.simplecastcdn.com/images/178fdf7c-1c2f-4dad-bb18-5f15cb0d2973/11977839-9cb6-45e7-a12e-be8615da043e/3000x3000/14459171550132579065db5196a40cf6.jpg?aid=rss_feed https://chinatechinvestor.simplecast.com episodic The China Tech Investor podcast is a weekly show featuring Elliott Zaagman, writer and contributor to TechNode, and James Hull, a professional investor. Each week, the two look at their watchlist and talk about what's happening with listed Chinese tech companies TechNode no https://feeds.simplecast.com/eAOEC11F china, retail investment, tech TechNode john.artman@technode.com 70ba3efa-d2d9-4ff9-9c7e-aac7bef61f31 CTI 84: Can China’s data regulations foster both security and development? With Tom Nunlist China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

This episode, the guys are joined by Trivium China’s Tom Nunlist to discuss China’s evolving data regulation. They go over the three pieces of legislation that are shaping the country’s broad policy towards data, and how it diverges from the frameworks in the US and Europe, and how China’s assertive approach to such policy may impact the future of data protection standards globally.

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Kuaishou

Hosts:

 

Guest:              

  • Tom Nunlist - @freefader

 

Editor:

Podcast information:

]]> Thu, 9 Dec 2021 09:20:26 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/cti-84-can-chinas-data-regulations-foster-both-security-and-development-with-tom-nunlist-n0yBxk4t China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

This episode, the guys are joined by Trivium China’s Tom Nunlist to discuss China’s evolving data regulation. They go over the three pieces of legislation that are shaping the country’s broad policy towards data, and how it diverges from the frameworks in the US and Europe, and how China’s assertive approach to such policy may impact the future of data protection standards globally.

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Kuaishou

Hosts:

 

Guest:              

  • Tom Nunlist - @freefader

 

Editor:

Podcast information:

]]> CTI 84: Can China’s data regulations foster both security and development? With Tom Nunlist TechNode 00:47:46 In this episode, the guys are joined by Trivium China’s Tom Nunlist to discuss China’s evolving data regulation. They go over the three pieces of legislation that are shaping the country’s broad policy towards data, and how it diverges from the frameworks in the US and Europe, and how China’s assertive approach to such policy may impact the future of data protection standards globally. In this episode, the guys are joined by Trivium China’s Tom Nunlist to discuss China’s evolving data regulation. They go over the three pieces of legislation that are shaping the country’s broad policy towards data, and how it diverges from the frameworks in the US and Europe, and how China’s assertive approach to such policy may impact the future of data protection standards globally. data, regulation, tech, china, government no full 84 51919313-5f18-4175-8c07-3b961f97d5a2 CTI 83: Earnings, Baidu, Tencent and Alibaba with Michael Norris China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

In this earnings episode, the guys welcome back Michael Norris to discuss the September 2021 quarter results for Baidu, Tencent and Alibaba. They also answer some listener questions towards the end. Which company will benefit most from opening walled gardens?

Hosts may have interest in the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Kuaishou

Hosts:

Guest:              

Editor:

Podcast information:

]]> Fri, 26 Nov 2021 06:48:26 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/cti-83-earnings-baidu-tencent-and-alibaba-with-michael-norris-e95OimZM China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

In this earnings episode, the guys welcome back Michael Norris to discuss the September 2021 quarter results for Baidu, Tencent and Alibaba. They also answer some listener questions towards the end. Which company will benefit most from opening walled gardens?

Hosts may have interest in the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Kuaishou

Hosts:

Guest:              

Editor:

Podcast information:

]]> CTI 83: Earnings, Baidu, Tencent and Alibaba with Michael Norris TechNode 01:26:04 In this earnings episode, the guys welcome back Michael Norris to discuss the September 2021 quarter results for Baidu, Tencent and Alibaba. They also answer some listener questions towards the end. Which company will benefit most from opening walled gardens? In this earnings episode, the guys welcome back Michael Norris to discuss the September 2021 quarter results for Baidu, Tencent and Alibaba. They also answer some listener questions towards the end. Which company will benefit most from opening walled gardens? tencent, tech, china, alibaba, baidu no full 83 1281508c-f5bb-4b17-9e8f-1751be66feaf CTI 82: Will online gaming remain a pillar of China’s digital economy? China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

This episode, the guys are joined South China Morning Post’s Josh Ye to discuss China’s gaming industry. They go over recent regulations, misconceptions, and whether Chinese gaming firms have a leg up in the future of the “metaverse.” James and Ell also briefly discuss Luckin Coffee, Evergrande, and antitrust regulation.

To read more of Josh’s work on gaming in China and much more, check out the Pro Edition of SCMP’s 2021 China Internet Report.

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Kuaishou

Hosts:

Guest:              

  • Josh Ye - @TheRealJoshYe

Editor:

Podcast information:

]]> Fri, 29 Oct 2021 03:53:33 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/cti-82-will-online-gaming-remain-a-pillar-of-chinas-digital-economy-_rIxmAvS China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

This episode, the guys are joined South China Morning Post’s Josh Ye to discuss China’s gaming industry. They go over recent regulations, misconceptions, and whether Chinese gaming firms have a leg up in the future of the “metaverse.” James and Ell also briefly discuss Luckin Coffee, Evergrande, and antitrust regulation.

To read more of Josh’s work on gaming in China and much more, check out the Pro Edition of SCMP’s 2021 China Internet Report.

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Kuaishou

Hosts:

Guest:              

  • Josh Ye - @TheRealJoshYe

Editor:

Podcast information:

]]> CTI 82: Will online gaming remain a pillar of China’s digital economy? TechNode 01:07:06 In this episode, the guys are joined South China Morning Post’s Josh Ye to discuss China’s gaming industry. They go over recent regulations, misconceptions, and whether Chinese gaming firms have a leg up in the future of the “metaverse.” James and Ell also briefly discuss Luckin Coffee, Evergrande, and antitrust regulation. In this episode, the guys are joined South China Morning Post’s Josh Ye to discuss China’s gaming industry. They go over recent regulations, misconceptions, and whether Chinese gaming firms have a leg up in the future of the “metaverse.” James and Ell also briefly discuss Luckin Coffee, Evergrande, and antitrust regulation. tencent, gaming, tech, china no full 82 b801a810-f814-40da-8eea-471cf9d75405 CTI 81: Evergrande: How we got here, and what it means, with Ming Zhao China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

This episode, the guys are joined by tech founder and fintwit thread-weaver Ming Zhao. They discuss the broader context of Evergrande’s growth and collapse, and what this means for the broader Chinese economy. Topics include China’s balance-sheet expansion, off-balance-sheet lending, and past instances of heavy leverage and collapse for Chinese firms.

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Kuaishou

Hosts:

Guest:              

  • Ming Zhao - @fabiusmercurius

Editor:

Podcast information:

]]> Wed, 29 Sep 2021 04:30:51 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/cti-81-evergrande-how-we-got-here-and-what-it-means-with-ming-zhao-TK_s6nXH China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

This episode, the guys are joined by tech founder and fintwit thread-weaver Ming Zhao. They discuss the broader context of Evergrande’s growth and collapse, and what this means for the broader Chinese economy. Topics include China’s balance-sheet expansion, off-balance-sheet lending, and past instances of heavy leverage and collapse for Chinese firms.

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Kuaishou

Hosts:

Guest:              

  • Ming Zhao - @fabiusmercurius

Editor:

Podcast information:

]]> CTI 81: Evergrande: How we got here, and what it means, with Ming Zhao TechNode 00:51:53 In this episode, the guys are joined by tech founder and fintwit thread-weaver Ming Zhao. They discuss the broader context of Evergrande’s growth and collapse, and what this means for the broader Chinese economy. Topics include China’s balance-sheet expansion, off-balance-sheet lending, and past instances of heavy leverage and collapse for Chinese firms. In this episode, the guys are joined by tech founder and fintwit thread-weaver Ming Zhao. They discuss the broader context of Evergrande’s growth and collapse, and what this means for the broader Chinese economy. Topics include China’s balance-sheet expansion, off-balance-sheet lending, and past instances of heavy leverage and collapse for Chinese firms. evergrande, tech, china, real estate no full 81 c5bc8bfe-eae7-4947-8e9c-9efecd91b202 CTI 80: Breaking down China’s tech regulation (thus far), with John Artman China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

This episode, the guys are joined for the second time by John Artman, tech editor for South China Morning Post. They go over some of SCMP’s recently-released 4th annual China Internet Report, and break down the four areas of China tech regulation it identifies: anti-trust, fintech, data, and cryptocurrency. They also go over the controls over IPOs, and what that means for overseas investors.

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Kuaishou

Hosts:

Guest:              

Editor:

Podcast information:

]]> Fri, 17 Sep 2021 08:44:43 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/cti-80-breaking-down-chinas-tech-regulation-thus-far-with-john-artman-eYQNz_eQ China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

This episode, the guys are joined for the second time by John Artman, tech editor for South China Morning Post. They go over some of SCMP’s recently-released 4th annual China Internet Report, and break down the four areas of China tech regulation it identifies: anti-trust, fintech, data, and cryptocurrency. They also go over the controls over IPOs, and what that means for overseas investors.

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Kuaishou

Hosts:

Guest:              

Editor:

Podcast information:

]]> CTI 80: Breaking down China’s tech regulation (thus far), with John Artman TechNode 01:04:02 In this episode, the guys are joined for the second time by John Artman, tech editor for South China Morning Post. They go over some of SCMP’s recently-released 4th annual China Internet Report, and break down the four areas of China tech regulation it identifies: anti-trust, fintech, data, and cryptocurrency. They also go over the controls over IPOs, and what that means for overseas investors. In this episode, the guys are joined for the second time by John Artman, tech editor for South China Morning Post. They go over some of SCMP’s recently-released 4th annual China Internet Report, and break down the four areas of China tech regulation it identifies: anti-trust, fintech, data, and cryptocurrency. They also go over the controls over IPOs, and what that means for overseas investors. fintech, tencent, regulation, tech, china, alibaba no full 80 cd47a8cc-238c-4c5f-8a91-c0990c11bc8d CTI 79: Kuaishou, Tencent, and Xiaomi earnings, with Michael Norris China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

This episode, the guys are joined by regular guest Michael Norris to review some Q2 earnings highlights. They zoom in on Kuaishou, Tencent, and Xiaomi: three companies that have faced dramatically differing fates in recent months, but whose trajectories offer insights into the current state of China tech and its regulatory overhaul.

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Kuaishou

Hosts:

Guest:              

Editor:

Podcast information:

]]> Fri, 3 Sep 2021 09:32:04 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/cti-79-kuaishou-tencent-and-xiaomi-earnings-with-michael-norris-hzSdjX_1 China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

This episode, the guys are joined by regular guest Michael Norris to review some Q2 earnings highlights. They zoom in on Kuaishou, Tencent, and Xiaomi: three companies that have faced dramatically differing fates in recent months, but whose trajectories offer insights into the current state of China tech and its regulatory overhaul.

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Kuaishou

Hosts:

Guest:              

Editor:

Podcast information:

]]> CTI 79: Kuaishou, Tencent, and Xiaomi earnings, with Michael Norris TechNode 01:16:07 In this episode, the guys are joined by regular guest Michael Norris to review some Q2 earnings highlights. They zoom in on Kuaishou, Tencent, and Xiaomi: three companies that have faced dramatically differing fates in recent months, but whose trajectories offer insights into the current state of China tech and its regulatory overhaul. In this episode, the guys are joined by regular guest Michael Norris to review some Q2 earnings highlights. They zoom in on Kuaishou, Tencent, and Xiaomi: three companies that have faced dramatically differing fates in recent months, but whose trajectories offer insights into the current state of China tech and its regulatory overhaul. xiaomi, tencent, video, gaming, smartphone, tech, china, kuaishou no full 79 7bb4756b-1155-4f63-82a0-4d83c1142922 CTI 78: Didi’s evolving saga and Beijing’s regulatory ambitions, with Kendra Schaefer China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

This episode, the guys are joined by Kendra Schaefer, partner at Trivium China and head of the firm’s tech practice. They dig into the ever-evolving saga at Didi, whose decision to go through with a US IPO against Beijing’s wishes has brought about waves of regulatory wrath the ride-hailing and mobility giant. Kendra’s insights are helpful for investors, analysts, or anyone hoping to understand the new rules of the road for China’s tech firms.

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Kuaishou

Hosts:

Guest:

  • Kendra Schaefer - @kendraschaefer

Editor:

Podcast information:

]]> Thu, 29 Jul 2021 11:44:23 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/cti-78-didis-evolving-saga-and-beijings-regulatory-ambitions-with-kendra-schaefer-82mGAvcn China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

This episode, the guys are joined by Kendra Schaefer, partner at Trivium China and head of the firm’s tech practice. They dig into the ever-evolving saga at Didi, whose decision to go through with a US IPO against Beijing’s wishes has brought about waves of regulatory wrath the ride-hailing and mobility giant. Kendra’s insights are helpful for investors, analysts, or anyone hoping to understand the new rules of the road for China’s tech firms.

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Kuaishou

Hosts:

Guest:

  • Kendra Schaefer - @kendraschaefer

Editor:

Podcast information:

]]> CTI 78: Didi’s evolving saga and Beijing’s regulatory ambitions, with Kendra Schaefer TechNode 01:06:27 In this episode, the guys are joined by Kendra Schaefer, partner at Trivium China and head of the firm’s tech practice. They dig into the ever-evolving saga at Didi, whose decision to go through with a US IPO against Beijing’s wishes has brought about waves of regulatory wrath against the ride-hailing and mobility giant. Kendra’s insights are helpful for investors, analysts, or anyone hoping to understand the new rules of the road for China’s tech firms. In this episode, the guys are joined by Kendra Schaefer, partner at Trivium China and head of the firm’s tech practice. They dig into the ever-evolving saga at Didi, whose decision to go through with a US IPO against Beijing’s wishes has brought about waves of regulatory wrath against the ride-hailing and mobility giant. Kendra’s insights are helpful for investors, analysts, or anyone hoping to understand the new rules of the road for China’s tech firms. regulation, didi, china no full 78 f2cf40f0-d700-4dfc-b0d1-382f35a07e0a CTI 77: MissFresh and Dingdong Maicai, with Emma Lee China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

In this episode the guys welcome Emma Lee back to discuss MissFresh and Dingdong Maicai. Key topics include what grocery e-commerce is, who the players in the space are, how they are different, and more. Elliott and James also discuss Didi Global. The conversation with Emma Lee was recorded on July 1, 2021 and the rest of the episode was recorded on July 2, 2021. 

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Kuaishou

Hosts:

Guest:

Editor:

Podcast information:

]]> Thu, 8 Jul 2021 07:25:55 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/cti-77-missfresh-and-dingdong-maicai-with-emma-lee-dMM24Fox China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

In this episode the guys welcome Emma Lee back to discuss MissFresh and Dingdong Maicai. Key topics include what grocery e-commerce is, who the players in the space are, how they are different, and more. Elliott and James also discuss Didi Global. The conversation with Emma Lee was recorded on July 1, 2021 and the rest of the episode was recorded on July 2, 2021. 

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Kuaishou

Hosts:

Guest:

Editor:

Podcast information:

]]> CTI 77: MissFresh and Dingdong Maicai, with Emma Lee TechNode 01:04:13 In this episode the guys welcome Emma Lee back to discuss MissFresh and Dingdong Maicai. Key topics include what grocery e-commerce is, who the players in the space are, how they are different, and more. Elliott and James also discuss Didi Global. The conversation with Emma Lee was recorded on July 1, 2021 and the rest of the episode was recorded on July 2, 2021. In this episode the guys welcome Emma Lee back to discuss MissFresh and Dingdong Maicai. Key topics include what grocery e-commerce is, who the players in the space are, how they are different, and more. Elliott and James also discuss Didi Global. The conversation with Emma Lee was recorded on July 1, 2021 and the rest of the episode was recorded on July 2, 2021. maicai, dingdong, missfresh no full 77 6eb42c9b-3d75-40fb-afe3-2878508deb17 CTI 76: Baidu, Tencent, and JD earnings, with Michael Norris China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

It’s another earnings episode, so the guys welcome Michael Norris back to the show. They discuss the quarterly earnings of Baidu, Tencent, and JD, while also answering questions from listeners. Key topics include what a new era in tech regulation means for stocks.

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Kuaishou

Hosts:

Guest:

  • Michael Norris - @briefnorris

Editor:

Podcast information:

]]> Thu, 10 Jun 2021 07:40:53 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/cti-76-baidu-tencent-and-jd-earnings-with-michael-norris-noS2cvAd China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

It’s another earnings episode, so the guys welcome Michael Norris back to the show. They discuss the quarterly earnings of Baidu, Tencent, and JD, while also answering questions from listeners. Key topics include what a new era in tech regulation means for stocks.

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Kuaishou

Hosts:

Guest:

  • Michael Norris - @briefnorris

Editor:

Podcast information:

]]> CTI 76: Baidu, Tencent, and JD earnings, with Michael Norris TechNode 01:17:14 It’s another earnings episode, so the guys welcome Michael Norris back to the show. They discuss the quarterly earnings of Baidu, Tencent, and JD, while also answering questions from listeners. Key topics include what a new era in tech regulation means for stocks. It’s another earnings episode, so the guys welcome Michael Norris back to the show. They discuss the quarterly earnings of Baidu, Tencent, and JD, while also answering questions from listeners. Key topics include what a new era in tech regulation means for stocks. baidu, regulation, jd, tencent, government no full 76 5a70cd5c-856c-47b1-ac3a-a0ac746fe9df CTI 75: The past, present, and future of Bytedance, with Zheping Huang (plus Kuaishou earnings) China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

In this episode, James and Elliott are joined for the second time by Bloomberg tech reporter Zheping Huang. They discuss what the future has in store for Bytedance now that their founder Zhang Yiming is no longer in the CEO role. Zheping and his colleagues recently completed a 6-part podcast series chronicling the rise of Bytedance’s Tiktok in the US, and the Trump administration’s attempts to ban it. 

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Kuaishou

Hosts:

Guest:

  • Zheping Huang - @pingroma

Editor:

Podcast information:

]]> Fri, 28 May 2021 07:29:57 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/cti-75-the-past-present-and-future-of-bytedance-with-zheping-huang-plus-kuaishou-earnings-1ZfhRMrA China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

In this episode, James and Elliott are joined for the second time by Bloomberg tech reporter Zheping Huang. They discuss what the future has in store for Bytedance now that their founder Zhang Yiming is no longer in the CEO role. Zheping and his colleagues recently completed a 6-part podcast series chronicling the rise of Bytedance’s Tiktok in the US, and the Trump administration’s attempts to ban it. 

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Kuaishou

Hosts:

Guest:

  • Zheping Huang - @pingroma

Editor:

Podcast information:

]]> CTI 75: The past, present, and future of Bytedance, with Zheping Huang (plus Kuaishou earnings) TechNode 01:07:55 In this episode, James and Elliott are joined for the second time by Bloomberg tech reporter Zheping Huang. They discuss what the future has in store for Bytedance now that their founder Zhang Yiming is no longer in the CEO role. Zheping and his colleagues recently completed a 6-part podcast series chronicling the rise of Bytedance’s Tiktok in the US, and the Trump administration’s attempts to ban it. In this episode, James and Elliott are joined for the second time by Bloomberg tech reporter Zheping Huang. They discuss what the future has in store for Bytedance now that their founder Zhang Yiming is no longer in the CEO role. Zheping and his colleagues recently completed a 6-part podcast series chronicling the rise of Bytedance’s Tiktok in the US, and the Trump administration’s attempts to ban it. earnings, kuaishou, bytedance, bloomberg no full 75 9f54eb9c-0579-4a6d-9d01-e6ee52c21f67 CTI 74: China’s evolving semiconductor landscape, with Stewart Randall China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

In this episode, James and Elliott are joined by Stewart Randall, Director of Operations at Intralink Shanghai and a regular Technode contributor. Stew talks about the current semiconductor frenzy in China, what are the factors fueling it, and how investors can differentiate the contenders from the pretenders.

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Kuaishou

Hosts:

Guest:                   

  • Stewart Randall - @stewrandall

Editor:

Podcast information:

]]> Wed, 12 May 2021 07:23:12 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/cti-74-chinas-evolving-semiconductor-landscape-with-stewart-randall-7lYlZdGY China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

In this episode, James and Elliott are joined by Stewart Randall, Director of Operations at Intralink Shanghai and a regular Technode contributor. Stew talks about the current semiconductor frenzy in China, what are the factors fueling it, and how investors can differentiate the contenders from the pretenders.

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Kuaishou

Hosts:

Guest:                   

  • Stewart Randall - @stewrandall

Editor:

Podcast information:

]]> CTI 74: China’s evolving semiconductor landscape, with Stewart Randall TechNode 01:05:41 In this episode, James and Elliott are joined by Stewart Randall, Director of Operations at Intralink Shanghai and a regular Technode contributor. Stew talks about the current semiconductor frenzy in China, what are the factors fueling it, and how investors can differentiate the contenders from the pretenders. In this episode, James and Elliott are joined by Stewart Randall, Director of Operations at Intralink Shanghai and a regular Technode contributor. Stew talks about the current semiconductor frenzy in China, what are the factors fueling it, and how investors can differentiate the contenders from the pretenders. chips, china, tech, semiconductors no full 74 68434f23-0dbc-4d6b-9d6d-29c12942dfa8 CTI 73: Zhihu is a household name in China. But will it pay off for shareholders? With Zeyi Yang China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

In this episode, James and Elliott are joined by Protocol’s Zeyi Yang. Zeyi shares his thoughts on Zhihu, the popular Chinese information-sharing platform that recently IPOed in New York. The guys discuss the company’s strengths and weaknesses, and how investors view the company’s potential.

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Kuaishou

Hosts:

Guest:                   

  • Zeyi Yang - @zeyiyang

Editor:

Podcast information:

]]> Mon, 12 Apr 2021 09:52:08 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/cti-73-zhihu-is-a-household-name-in-china-but-will-it-pay-off-for-shareholders-with-zeyi-yang-NNLc_zpm China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

In this episode, James and Elliott are joined by Protocol’s Zeyi Yang. Zeyi shares his thoughts on Zhihu, the popular Chinese information-sharing platform that recently IPOed in New York. The guys discuss the company’s strengths and weaknesses, and how investors view the company’s potential.

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Kuaishou

Hosts:

Guest:                   

  • Zeyi Yang - @zeyiyang

Editor:

Podcast information:

]]> CTI 73: Zhihu is a household name in China. But will it pay off for shareholders? With Zeyi Yang TechNode 00:36:42 In this episode, James and Elliott are joined by Protocol’s Zeyi Yang. Zeyi shares his thoughts on Zhihu, the popular Chinese information-sharing platform that recently IPOed in New York. The guys discuss the company’s strengths and weaknesses, and how investors view the company’s potential. In this episode, James and Elliott are joined by Protocol’s Zeyi Yang. Zeyi shares his thoughts on Zhihu, the popular Chinese information-sharing platform that recently IPOed in New York. The guys discuss the company’s strengths and weaknesses, and how investors view the company’s potential. ipo, zhihu no full 73 d3ad1e1f-2c4f-4593-ba66-2313cefa0130 CTI 72: Pinduoduo, Kuaishou, and Meituan earnings, plus listener questions, with Michael Norris China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

In this episode, James and Elliott are joined by frequent CTI guest Michael Norris to cover the 2020 Q4 earnings of Pinduoduo, Kuaishou, and Meituan. The guys also answer some questions posed by listeners of the show on Twitter.

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Kuaishou

Hosts:

Guest:                   

  • Michael Norris - @briefnorris

Editor:

Podcast information:

]]> Fri, 2 Apr 2021 06:29:42 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/cti-72-pinduoduo-kuaishou-and-meituan-earnings-plus-listener-questions-with-michael-norris-83ueXu8l China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

In this episode, James and Elliott are joined by frequent CTI guest Michael Norris to cover the 2020 Q4 earnings of Pinduoduo, Kuaishou, and Meituan. The guys also answer some questions posed by listeners of the show on Twitter.

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Kuaishou

Hosts:

Guest:                   

  • Michael Norris - @briefnorris

Editor:

Podcast information:

]]> CTI 72: Pinduoduo, Kuaishou, and Meituan earnings, plus listener questions, with Michael Norris TechNode 01:25:46 In this episode, James and Elliott are joined by frequent CTI guest Michael Norris to cover the 2020 Q4 earnings of Pinduoduo, Kuaishou, and Meituan. The guys also answer some questions posed by listeners of the show on Twitter. Sorry folks, we had a little trouble with our recording setup and there’s some interference in the audio. In this episode, James and Elliott are joined by frequent CTI guest Michael Norris to cover the 2020 Q4 earnings of Pinduoduo, Kuaishou, and Meituan. The guys also answer some questions posed by listeners of the show on Twitter. Sorry folks, we had a little trouble with our recording setup and there’s some interference in the audio. meituan, pinduoduo, earnings, kuaishou no full 72 cf3106cb-e520-4cdf-8caf-bc1dd35fb272 CTI 71: Chinese Antritrust Exceptionalism, with Angela Huyue Zhang China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

Recorded live on Clubhouse, Elliott chats with University of Hong Kong professor Angela Zhang about her new book "Chinese Antitrust Exceptionalism." They explore the unique structural and cultural frameworks that distinguish China's antitrust approach from that of other prominent nations, how China may use antitrust in its competition with the US, and what investors can learn from Ant Group's halted IPO. 

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping

Hosts:

Guest:                   

Editor:

Podcast information:

]]> Fri, 19 Mar 2021 11:11:18 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/cti-71-chinese-antritrust-exceptionalism-with-angela-huyue-zhang-C3FpU5kA China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

Recorded live on Clubhouse, Elliott chats with University of Hong Kong professor Angela Zhang about her new book "Chinese Antitrust Exceptionalism." They explore the unique structural and cultural frameworks that distinguish China's antitrust approach from that of other prominent nations, how China may use antitrust in its competition with the US, and what investors can learn from Ant Group's halted IPO. 

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping

Hosts:

Guest:                   

Editor:

Podcast information:

]]> CTI 71: Chinese Antritrust Exceptionalism, with Angela Huyue Zhang TechNode 01:01:46 Recorded live on Clubhouse, Elliott chats with University of Hong Kong professor Angela Zhang about her new book "Chinese Antitrust Exceptionalism." They explore the unique structural and cultural frameworks that distinguish China's antitrust approach from that of other prominent nations, how China may use antitrust in its competition with the US, and what investors can learn from Ant Group's halted IPO. Recorded live on Clubhouse, Elliott chats with University of Hong Kong professor Angela Zhang about her new book "Chinese Antitrust Exceptionalism." They explore the unique structural and cultural frameworks that distinguish China's antitrust approach from that of other prominent nations, how China may use antitrust in its competition with the US, and what investors can learn from Ant Group's halted IPO. antitrust, angela zhang, ant group no full 71 5d75bddb-9f7a-4acc-92b1-b58fc6f92a32 CTI 70: Ant Group, DCEP, crypto mining, and all things China fintech with Eliza Gkritsi China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

In this episode, James and Elliott are joined by Technode’s own Eliza Gkritsi. Eliza gives an update on how Ant Group’s fate may change as a result of new regulations. She also gives her takeaways at this current point of China’s digital currency rollout. The conversation also touches on China’s crypto-mining industry, and the rig-makers who have been benefiting from Bitcoin’s latest bull run.

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping

Hosts:

Guest:                   

  • Eliza Gkritsi - @egreechee

Editor:

Podcast information:

]]> Fri, 26 Feb 2021 06:42:12 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/cti-70-ant-group-dcep-crypto-mining-and-all-things-china-fintech-with-eliza-gkritsi-wO_mN2c3 China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

In this episode, James and Elliott are joined by Technode’s own Eliza Gkritsi. Eliza gives an update on how Ant Group’s fate may change as a result of new regulations. She also gives her takeaways at this current point of China’s digital currency rollout. The conversation also touches on China’s crypto-mining industry, and the rig-makers who have been benefiting from Bitcoin’s latest bull run.

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping

Hosts:

Guest:                   

  • Eliza Gkritsi - @egreechee

Editor:

Podcast information:

]]> CTI 70: Ant Group, DCEP, crypto mining, and all things China fintech with Eliza Gkritsi TechNode 00:59:44 In this episode, James and Elliott are joined by TechNode’s own Eliza Gkritsi. Eliza gives an update on how Ant Group’s fate may change as aresult of new regulations. She also gives her takeaways at this current point of China’s digital currency rollout. The conversation also touches on China’s crypto-mining industry, and the rig-makers who have been benefiting from Bitcoin’s latest bull run. In this episode, James and Elliott are joined by TechNode’s own Eliza Gkritsi. Eliza gives an update on how Ant Group’s fate may change as aresult of new regulations. She also gives her takeaways at this current point of China’s digital currency rollout. The conversation also touches on China’s crypto-mining industry, and the rig-makers who have been benefiting from Bitcoin’s latest bull run. no full 70 0819eff5-92bf-413d-9d80-f677ef4124cf CTI 69: Is Kuaishou just a smaller version of Bytedance? Or is it something more? With Michael Norris China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

In this episode, James and Elliott are once again joined by regular guest Michael Norris to discuss Kuaishou’s blockbuster IPO. They cover what it is that Kuaishou does as a business, its financial situation, and where its growth prospects are going forward. Is Kuaishou a good company? Or is it the fast-growing short video segment which is drawing the investor interest?

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping

Hosts:

Guest:              

  • Michael Norris - @briefnorris

Editor:

Podcast information:

]]> Tue, 9 Feb 2021 08:51:59 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/cti-69-is-kuaishou-just-a-smaller-version-of-bytedance-or-is-it-something-more-with-michael-norris-JjiIqocd China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

In this episode, James and Elliott are once again joined by regular guest Michael Norris to discuss Kuaishou’s blockbuster IPO. They cover what it is that Kuaishou does as a business, its financial situation, and where its growth prospects are going forward. Is Kuaishou a good company? Or is it the fast-growing short video segment which is drawing the investor interest?

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping

Hosts:

Guest:              

  • Michael Norris - @briefnorris

Editor:

Podcast information:

]]> CTI 69: Is Kuaishou just a smaller version of Bytedance? Or is it something more? With Michael Norris TechNode 01:02:02 In this episode, James and Elliott are once again joined by regular guest Michael Norris to discuss Kuaishou’s blockbuster IPO. They cover what it is that Kuaishou does as a business, its financial situation, and where its growth prospects are going forward. Is Kuaishou a good company? Or is it the fast-growing short video segment which is drawing the investor interest? In this episode, James and Elliott are once again joined by regular guest Michael Norris to discuss Kuaishou’s blockbuster IPO. They cover what it is that Kuaishou does as a business, its financial situation, and where its growth prospects are going forward. Is Kuaishou a good company? Or is it the fast-growing short video segment which is drawing the investor interest? china, stocks, kuaishou, ipo, investing, tech no full 69 8243d93f-a7cc-4722-809b-91f7d9010d0d CTI 68: From Alibaba & Ant to Xiaomi: Looking back at 2020, forward to 2021 China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

In this episode, James and Elliott review the winners and losers of 2020, what they got right and what they got wrong, as well as the lessons they learned. They also look forward to the rest of 2021, anticipating trends, as well as companies to watch. They discuss Bilibili, Alibaba, Ant, Xiaomi, Baidu, and more.

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping

Hosts:

Editor:

Podcast information:

]]> Tue, 19 Jan 2021 08:54:41 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/cti-68-from-alibaba-ant-to-xiaomi-looking-back-at-2020-forward-to-2021-NBD8RjjG China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

In this episode, James and Elliott review the winners and losers of 2020, what they got right and what they got wrong, as well as the lessons they learned. They also look forward to the rest of 2021, anticipating trends, as well as companies to watch. They discuss Bilibili, Alibaba, Ant, Xiaomi, Baidu, and more.

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping

Hosts:

Editor:

Podcast information:

]]> CTI 68: From Alibaba & Ant to Xiaomi: Looking back at 2020, forward to 2021 TechNode 00:52:40 In this episode, James and Elliott review the winners and losers of 2020, what they got right and what they got wrong, as well as the lessons they learned. They also look forward to the rest of 2021, anticipating trends, as well as companies to watch. They discuss Bilibili, Alibaba, Ant, Xiaomi, Baidu, and more. In this episode, James and Elliott review the winners and losers of 2020, what they got right and what they got wrong, as well as the lessons they learned. They also look forward to the rest of 2021, anticipating trends, as well as companies to watch. They discuss Bilibili, Alibaba, Ant, Xiaomi, Baidu, and more. alibaba, 2020, china tech, xiaomi, ant group no full 68 8b35601d-7c12-45e8-9fd4-733d7cea0da2 CTI 67: The boom and bust of China’s 'second landlords,' with Capucine Cogné China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

This week’s guest is Capucine Cogné, a real estate industry specialist based in Chengdu who has been following the rise and fall of China’s “second landlord” platforms. She discusses what led to their rise, the unique circumstances of their fall, and who might stand to benefit as the industry now consolidates.

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping

Hosts:

Guest:                   

  • Capucine Cogné

Editor:

Podcast information:

 

]]> Wed, 23 Dec 2020 08:51:44 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/cti-67-the-boom-and-bust-of-chinas-second-landlords-with-capucine-cogne-3ni1d2Tn China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

This week’s guest is Capucine Cogné, a real estate industry specialist based in Chengdu who has been following the rise and fall of China’s “second landlord” platforms. She discusses what led to their rise, the unique circumstances of their fall, and who might stand to benefit as the industry now consolidates.

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping

Hosts:

Guest:                   

  • Capucine Cogné

Editor:

Podcast information:

 

]]> CTI 67: The boom and bust of China’s 'second landlords,' with Capucine Cogné TechNode 00:50:28 This week’s guest is Capucine Cogné, a real estate industry specialist based in Chengdu who has been following the rise and fall of China’s “second landlord” platforms. She discusses what led to their rise, the unique circumstances of their fall, and who might stand to benefit as the industry now consolidates. This week’s guest is Capucine Cogné, a real estate industry specialist based in Chengdu who has been following the rise and fall of China’s “second landlord” platforms. She discusses what led to their rise, the unique circumstances of their fall, and who might stand to benefit as the industry now consolidates. second-landlords, danke, china, rental no full 67 4ff75a3c-36f9-400d-ba0b-8a8435a926c3 CTI 66: EV makers got a big charge in 2020, with Tu Le China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

This week, Tu Le from Sino Auto Insights joins the show to discuss the stratospheric rise that electric vehicle stocks have experienced this year, and what those firms will need to achieve in order to justify their share prices. 

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping

Hosts:

Guest:                   

  • Tu Le - @sinoautoinsight

Editor:

Podcast information:

Music: “Hey Ho” by Steve Jackson, Royalty Free Music

]]> Tue, 15 Dec 2020 09:59:09 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/cti-66-ev-makers-got-a-big-charge-in-2020-with-tu-le-H0341Tf2 China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

This week, Tu Le from Sino Auto Insights joins the show to discuss the stratospheric rise that electric vehicle stocks have experienced this year, and what those firms will need to achieve in order to justify their share prices. 

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping

Hosts:

Guest:                   

  • Tu Le - @sinoautoinsight

Editor:

Podcast information:

Music: “Hey Ho” by Steve Jackson, Royalty Free Music

]]> CTI 66: EV makers got a big charge in 2020, with Tu Le TechNode 01:01:41 This week, Tu Le from Sino Auto Insights joins the show to discuss the stratospheric rise that electric vehicle stocks have experienced this year, and what those firms will need to achieve in order to justify their share prices. They also discuss the major players on the software side of the EV equation. This week, Tu Le from Sino Auto Insights joins the show to discuss the stratospheric rise that electric vehicle stocks have experienced this year, and what those firms will need to achieve in order to justify their share prices. They also discuss the major players on the software side of the EV equation. no full 66 a1a3fa0a-867a-4862-9e41-1286d84d7291 CTI 65: Strong quarters for Bilibili, Pinduoduo, and Tencent, with Michael Norris China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

This week, Michael Norris is back for his regular earnings check-in, as the guys go over the calls from Bilibili, Pinduoduo, and Tencent.  

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Hosts:

Guest:                   

  • Michael Norris — @briefnorris

Editor:

Podcast information:

Music: “Hey Ho” by Steve Jackson, Royalty Free Music

]]> Tue, 1 Dec 2020 05:51:20 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/cti-65-strong-quarters-for-bilibili-pinduoduo-and-tencent-with-michael-norris-hyo4iCWd China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

This week, Michael Norris is back for his regular earnings check-in, as the guys go over the calls from Bilibili, Pinduoduo, and Tencent.  

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Hosts:

Guest:                   

  • Michael Norris — @briefnorris

Editor:

Podcast information:

Music: “Hey Ho” by Steve Jackson, Royalty Free Music

]]> CTI 65: Strong quarters for Bilibili, Pinduoduo, and Tencent, with Michael Norris TechNode 01:08:12 This week, Michael Norris is back for his regular earnings check-in, as the guys go over the calls from Bilibili, Pinduoduo, and Tencent, including Bilibili’s formula for success, and the increasingly intense debate between Pinduoduo’s longs and shorts. This week, Michael Norris is back for his regular earnings check-in, as the guys go over the calls from Bilibili, Pinduoduo, and Tencent, including Bilibili’s formula for success, and the increasingly intense debate between Pinduoduo’s longs and shorts. bilibili, china, pinduoduo, earnings, tencent, tech no full 65 04884217-6ce3-464c-99a8-9a52f7ffcbea CTI 64: How Bytedance Built an 'Attention Factory,' with Matthew Brennan China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

Elliott and James welcome back Matthew Brennan to the show to discuss his new book: Attention Factory: The Story of Tiktok and China’s Bytedance. Matthew shares insights into the company’s beginnings as well as its meteoric rise, the people and personalities that define its culture, and how Tiktok came close to failing in the US. 

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Hosts:

Guest:              

  • Matthew Brennan– @mbrennanchina

Editor:

Podcast information:

]]> Fri, 13 Nov 2020 08:13:35 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/cti-64-how-bytedance-built-an-attention-factory-with-matthew-brennan-tNZ_Sq7L China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

Elliott and James welcome back Matthew Brennan to the show to discuss his new book: Attention Factory: The Story of Tiktok and China’s Bytedance. Matthew shares insights into the company’s beginnings as well as its meteoric rise, the people and personalities that define its culture, and how Tiktok came close to failing in the US. 

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Hosts:

Guest:              

  • Matthew Brennan– @mbrennanchina

Editor:

Podcast information:

]]> CTI 64: How Bytedance Built an 'Attention Factory,' with Matthew Brennan TechNode 00:57:46 Elliott and James welcome back Matthew Brennan to the show to discuss his new book: Attention Factory: The Story of Tiktok and China’s Bytedance. Matthew shares insights into the company’s beginnings as well as its meteoric rise, the people and personalities that define its culture, and how Tiktok came close to failing in the US. Elliott and James welcome back Matthew Brennan to the show to discuss his new book: Attention Factory: The Story of Tiktok and China’s Bytedance. Matthew shares insights into the company’s beginnings as well as its meteoric rise, the people and personalities that define its culture, and how Tiktok came close to failing in the US. china, matthew brennan, bytedance, growth hacking, attention factory, tiktok, douyin, tech no full 64 d7ed9674-1987-4422-a077-8a9753fa32bc CTI 63: Why the short sellers are targeting GSX, with Joe Ridsdale China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

Elliott and James welcome Joe Ridsdale, CEO of West Street Capital Partners. Joe explains why his firm is one of many who have a short position on Chinese ed-tech company GSX. The three of them also discuss the structural barriers to exposing fraud in such circumstances.

Hosts may have interest in some of the stocks discussed. Short sellers, such as the guest in this episode, earn money if the price of a stock falls. The discussion should not be construed as investment advice or a solicitation of services. 

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Hosts:

Guest:              

  • Joe Ridsdale– @Ridsdalejoe

Editor:

Podcast information:

]]> Thu, 5 Nov 2020 09:32:18 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/cti-63-why-the-short-sellers-are-targeting-gsx-with-joe-ridsdale-ylGnOHzQ China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

Elliott and James welcome Joe Ridsdale, CEO of West Street Capital Partners. Joe explains why his firm is one of many who have a short position on Chinese ed-tech company GSX. The three of them also discuss the structural barriers to exposing fraud in such circumstances.

Hosts may have interest in some of the stocks discussed. Short sellers, such as the guest in this episode, earn money if the price of a stock falls. The discussion should not be construed as investment advice or a solicitation of services. 

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Hosts:

Guest:              

  • Joe Ridsdale– @Ridsdalejoe

Editor:

Podcast information:

]]> CTI 63: Why the short sellers are targeting GSX, with Joe Ridsdale TechNode 01:08:04 Elliott and James welcome Joe Ridsdale, CEO of West Street Capital Partners. Joe explains why his firm is one of many who have a short position on Chinese ed-tech company GSX. The three of them also discuss the structural barriers to exposing fraud in such circumstances. Elliott and James welcome Joe Ridsdale, CEO of West Street Capital Partners. Joe explains why his firm is one of many who have a short position on Chinese ed-tech company GSX. The three of them also discuss the structural barriers to exposing fraud in such circumstances. china, stocks, gsx, tech no full 63 c6a40ee0-1c87-41fb-868b-5ccaaacd72ad CTI 62: Xiaomi’s resilience, with Bryan Ma China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts

Elliott and James welcome IDC’s VP of Device Research Bryan Ma to the show. They discuss how Xiaomi is benefiting from Huawei’s international troubles, the foothold they continue to establish in India and SE Asia, and how the pandemic has been a surprisingly good year for PC makers.

Hosts may have interests in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Hosts:

Guest:              

  • Bryan Ma– @bryanbma

Editor:

Podcast information:

 

]]> Sat, 17 Oct 2020 14:25:51 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/cti-62-xiaomis-resilience-with-bryan-ma-guojVSu0 China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts

Elliott and James welcome IDC’s VP of Device Research Bryan Ma to the show. They discuss how Xiaomi is benefiting from Huawei’s international troubles, the foothold they continue to establish in India and SE Asia, and how the pandemic has been a surprisingly good year for PC makers.

Hosts may have interests in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Hosts:

Guest:              

  • Bryan Ma– @bryanbma

Editor:

Podcast information:

 

]]> CTI 62: Xiaomi’s resilience, with Bryan Ma TechNode 00:42:34 Elliott and James welcome IDC’s VP of Device Research Bryan Ma to the show. They discuss how Xiaomi is benefiting from Huawei’s international troubles, the foothold its continuing to establish in India and SE Asia, and how the pandemic has been a surprisingly good year for PC makers. Elliott and James welcome IDC’s VP of Device Research Bryan Ma to the show. They discuss how Xiaomi is benefiting from Huawei’s international troubles, the foothold its continuing to establish in India and SE Asia, and how the pandemic has been a surprisingly good year for PC makers. china, stocks, xiaomi, tech, investment no full 62 2a81e7d1-32c3-4b71-9ca5-614bfd2f403d 61: Ant Group is really big, and really confusing China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts

Elliott and James try to get their minds around Ant Group’s IPO, and attempt to explain the business behind what is likely to be the biggest IPO in history.

Hosts may have interests in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Hosts:

Guest:              

  • None

Editor

Podcast information:

]]> Fri, 25 Sep 2020 03:46:43 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/61-ant-financial-is-really-big-and-really-confusing-92_Kaq4m China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts

Elliott and James try to get their minds around Ant Group’s IPO, and attempt to explain the business behind what is likely to be the biggest IPO in history.

Hosts may have interests in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Hosts:

Guest:              

  • None

Editor

Podcast information:

]]> 61: Ant Group is really big, and really confusing TechNode 01:06:17 Elliott and James try to get their minds around Ant Group’s IPO, and attempt to explain the business behind what is likely to be the biggest IPO in history. Elliott and James try to get their minds around Ant Group’s IPO, and attempt to explain the business behind what is likely to be the biggest IPO in history. alibaba, china, ipo, tech, ant group no full 61 4a8d98ac-6fd9-4e54-abb7-1c580725c299 60: Breaking down quarterly earnings from BABA, JD, and PDD China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts

In an earnings season tradition, Elliott and James bring on Michael Norris to discuss the quarterly earnings reports of Alibaba, JD, and Pinduoduo, and discuss what investors should be looking for from them going forward.

See supporting charts here.

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Hosts:

Guest:

Editor

Podcast information:

]]> Tue, 1 Sep 2020 05:55:01 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/60-breaking-down-quarterly-earnings-from-baba-jd-and-pdd-HnILP9To China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts

In an earnings season tradition, Elliott and James bring on Michael Norris to discuss the quarterly earnings reports of Alibaba, JD, and Pinduoduo, and discuss what investors should be looking for from them going forward.

See supporting charts here.

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Hosts:

Guest:

Editor

Podcast information:

]]> 60: Breaking down quarterly earnings from BABA, JD, and PDD TechNode 01:17:53 In an earnings season tradition, Elliott and James bring on Michael Norris to discuss the quarterly earnings reports of Alibaba, JD, and Pinduoduo, and discuss what investors should be looking for from them going forward. In an earnings season tradition, Elliott and James bring on Michael Norris to discuss the quarterly earnings reports of Alibaba, JD, and Pinduoduo, and discuss what investors should be looking for from them going forward. alibaba, jd, jingdong, china, pinduoduo, earnings, tech no full 60 71813cc4-f2da-43a1-a3ea-c0f2ed9ae3ee 59: China’s cloud landscape, with Kevin Xu China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts

Elliott and James welcome Kevin Xu to the podcast this week. Kevin is the author of Interconnected, a bilingual newsletter on tech, business, geopolitics, and US-China relations. The three guys discuss China’s cloud services landscape and its competitive dynamics. They also discuss TSMC and the intense competition in semiconductor development. 

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Hosts:

Guest:

  • Kevin Xu - @kevinsxu

Editor

Podcast information:

]]> Wed, 26 Aug 2020 05:32:28 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/59-chinas-cloud-landscape-with-kevin-xu-0G_6tuq_ China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts

Elliott and James welcome Kevin Xu to the podcast this week. Kevin is the author of Interconnected, a bilingual newsletter on tech, business, geopolitics, and US-China relations. The three guys discuss China’s cloud services landscape and its competitive dynamics. They also discuss TSMC and the intense competition in semiconductor development. 

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Hosts:

Guest:

  • Kevin Xu - @kevinsxu

Editor

Podcast information:

]]> 59: China’s cloud landscape, with Kevin Xu TechNode 01:00:49 Elliott and James welcome Kevin Xu to the podcast this week. Kevin is the author of Interconnected, a bilingual newsletter on tech, business, geopolitics, and US-China relations. The three guys discuss China’s cloud services landscape and its competitive dynamics. They also discuss TSMC and the intense competition in semiconductor development. Elliott and James welcome Kevin Xu to the podcast this week. Kevin is the author of Interconnected, a bilingual newsletter on tech, business, geopolitics, and US-China relations. The three guys discuss China’s cloud services landscape and its competitive dynamics. They also discuss TSMC and the intense competition in semiconductor development. alibaba, china, tsmc, tech, semiconductors, cloud no full 59 16a0a7e5-846e-4d75-a4da-838f62afd550 58: Are China and India getting a tech divorce? With Dev Lewis Elliott and James welcome Digital Asia Hub fellow Dev Lewis back to the podcast to discuss what a worsening diplomatic relationship between China and India means for Chinese tech companies in India, and what the future of India’s tech landscape will look like. James and Ell also chat about the prospects of IPOs from Ant Financial and Didi Chuxing. 

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Hosts:

Guest:

  • Dev Lewis - @devlewis18

Editor

Podcast information:

]]> Mon, 3 Aug 2020 01:07:12 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/58-are-china-and-india-getting-a-tech-divorce-with-dev-lewis-rnqmNBc_ Elliott and James welcome Digital Asia Hub fellow Dev Lewis back to the podcast to discuss what a worsening diplomatic relationship between China and India means for Chinese tech companies in India, and what the future of India’s tech landscape will look like. James and Ell also chat about the prospects of IPOs from Ant Financial and Didi Chuxing. 

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Hosts:

Guest:

  • Dev Lewis - @devlewis18

Editor

Podcast information:

]]> 58: Are China and India getting a tech divorce? With Dev Lewis TechNode 01:07:40 Elliott and James welcome Digital Asia Hub fellow Dev Lewis back to the podcast to discuss what a worsening diplomatic relationship between China and India means for Chinese tech companies in India, and what the future of India’s tech landscape will look like. James and Ell also chat about the prospects of IPOs from Ant Financial and Didi Chuxing. Elliott and James welcome Digital Asia Hub fellow Dev Lewis back to the podcast to discuss what a worsening diplomatic relationship between China and India means for Chinese tech companies in India, and what the future of India’s tech landscape will look like. James and Ell also chat about the prospects of IPOs from Ant Financial and Didi Chuxing. techwar, india, ant financial, didi, china, ipos, tech no full 58 3bb650f7-5b41-4cd7-82db-f5602bcbe71e 57: Tom Orlik on why the China bubble never seems to pop After taking some time to welcome his newborn son, James returns to his co-hosting duties, as he and Elliott welcome Bloomberg Chief Economist Tom Orlik to the pod to discuss Tom’s new book China: The Bubble that Never Pops. Ell, James, and Tom discuss reasons to be optimistic about the future of the Chinese economy, and why it has avoided a major crisis in the decades following Reform and Opening Up. 

James and Elliott also cover a few other hot topics in the news recently, such as the prospect of a Tiktok ban in the US. 

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Hosts:

Guest:

  • Tom Orlik - @TomOrlik

Editor

Podcast information:

]]> Tue, 21 Jul 2020 03:25:23 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/57-tom-orlik-on-why-the-china-bubble-never-seems-to-pop-HN3tyGOO After taking some time to welcome his newborn son, James returns to his co-hosting duties, as he and Elliott welcome Bloomberg Chief Economist Tom Orlik to the pod to discuss Tom’s new book China: The Bubble that Never Pops. Ell, James, and Tom discuss reasons to be optimistic about the future of the Chinese economy, and why it has avoided a major crisis in the decades following Reform and Opening Up. 

James and Elliott also cover a few other hot topics in the news recently, such as the prospect of a Tiktok ban in the US. 

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Hosts:

Guest:

  • Tom Orlik - @TomOrlik

Editor

Podcast information:

]]> 57: Tom Orlik on why the China bubble never seems to pop TechNode 01:12:45 After taking some time to welcome his newborn son, James returns to his co-hosting duties, as he and Elliott welcome Bloomberg Chief Economist Tom Orlik to the pod to discuss Tom’s new book "China: The Bubble that Never Pops." Ell, James, and Tom discuss reasons to be optimistic about the future of the Chinese economy, and why it has avoided a major crisis in the decades following Reform and Opening Up. James and Elliott also cover a few other hot topics in the news recently, such as the prospect of a Tiktok ban in the US. After taking some time to welcome his newborn son, James returns to his co-hosting duties, as he and Elliott welcome Bloomberg Chief Economist Tom Orlik to the pod to discuss Tom’s new book "China: The Bubble that Never Pops." Ell, James, and Tom discuss reasons to be optimistic about the future of the Chinese economy, and why it has avoided a major crisis in the decades following Reform and Opening Up. James and Elliott also cover a few other hot topics in the news recently, such as the prospect of a Tiktok ban in the US. china, bytedance, macroeconomics, tiktok, tech no full 57 5b7e4271-65c5-44fd-8eb3-332c15534f97 56: Alibaba, Bilibili, and Pinduoduo earnings, plus what to expect if Chinese companies delist from the US This week, James is taking some time off with his newborn, so CTI regular Michael Norris fills in as cohost. He and Elliott discuss Alibaba, Bilibili, and Pinduoduo’s Q1 earnings, as well as what the possibility of Chinese companies delisting from US exchanges will mean for investors. 

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Links:

Bilibili and the niche vs mass market dilemma- Pingwest

Hosts:

Editor

Podcast information:

]]> Fri, 19 Jun 2020 07:13:02 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/56-alibaba-bilibili-and-pinduoduo-earnings-plus-what-to-expect-if-chinese-companies-delist-from-the-us-B3a8XFdu This week, James is taking some time off with his newborn, so CTI regular Michael Norris fills in as cohost. He and Elliott discuss Alibaba, Bilibili, and Pinduoduo’s Q1 earnings, as well as what the possibility of Chinese companies delisting from US exchanges will mean for investors. 

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Links:

Bilibili and the niche vs mass market dilemma- Pingwest

Hosts:

Editor

Podcast information:

]]> 56: Alibaba, Bilibili, and Pinduoduo earnings, plus what to expect if Chinese companies delist from the US TechNode 00:56:58 This week, James is taking some time off with his newborn, so CTI regular Michael Norris fills in as cohost. He and Elliott discuss Alibaba, Bilibili, and Pinduoduo’s Q1 earnings, as well as what the possibility of Chinese companies delisting from US exchanges will mean for investors. This week, James is taking some time off with his newborn, so CTI regular Michael Norris fills in as cohost. He and Elliott discuss Alibaba, Bilibili, and Pinduoduo’s Q1 earnings, as well as what the possibility of Chinese companies delisting from US exchanges will mean for investors. alibaba, bilibili, china, pinduoduo, stocks, tech no full 56 37307c54-2779-4d1b-94b7-fc6189caefee 55: Tencent earnings, Pinduoduo’s 20-F, and digital currency in China with Wolfie Zhao This week, the guys welcome Coindesk Asia Editor Wolfie Zhao to the pod to discuss the latest progress in China’s development of a digital currency, and also swap stories of the exciting and dynamic gray market in China that has built up around cryptocurrency mining and trading. James and Elliott also look into Pinduoduo’s 20-F and discuss the latest earnings reports from Tencent and JD.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Guest:

Hosts:

Editor

Podcast information:

]]> Fri, 22 May 2020 02:46:12 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/55-tencent-earnings-pinduoduos-20-f-and-digital-currency-in-china-with-wolfie-zhao-3_QK553M This week, the guys welcome Coindesk Asia Editor Wolfie Zhao to the pod to discuss the latest progress in China’s development of a digital currency, and also swap stories of the exciting and dynamic gray market in China that has built up around cryptocurrency mining and trading. James and Elliott also look into Pinduoduo’s 20-F and discuss the latest earnings reports from Tencent and JD.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Guest:

Hosts:

Editor

Podcast information:

]]> 55: Tencent earnings, Pinduoduo’s 20-F, and digital currency in China with Wolfie Zhao TechNode 01:14:53 This week, the guys welcome Coindesk Asia Editor Wolfie Zhao to the pod to discuss the latest progress in China’s development of a digital currency, and also swap stories of the exciting and dynamic gray market in China that has built up around cryptocurrency mining and trading. James and Elliott also look into Pinduoduo’s 20-F and discuss the latest earnings reports from Tencent and JD. This week, the guys welcome Coindesk Asia Editor Wolfie Zhao to the pod to discuss the latest progress in China’s development of a digital currency, and also swap stories of the exciting and dynamic gray market in China that has built up around cryptocurrency mining and trading. James and Elliott also look into Pinduoduo’s 20-F and discuss the latest earnings reports from Tencent and JD. no full 55 db5aa944-f243-4045-8a09-4d3dcda13e27 54: After Luckin, fraud will still be a problem. With Wei Sheng An episode full of salacious scandals and controversy! In this episode, the guys welcome back Technode’s own Wei Sheng to discuss a recent lawsuit filed against Luckin Coffee in China, and how regulators are cracking down on the company since their admission of fraud. James and Elliott also discuss the controversy brewing between Meituan and their vendors, Pinduoduo’s recent moves, and the scandalous love affair involving some of the biggest names in the Alibaba ecosystem.   

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Links

Guest:

Hosts:

Editor

Podcast information:

]]> Thu, 30 Apr 2020 14:41:08 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/54-after-luckin-fraud-will-still-be-a-problem-with-wei-sheng-Lsn9Puwg An episode full of salacious scandals and controversy! In this episode, the guys welcome back Technode’s own Wei Sheng to discuss a recent lawsuit filed against Luckin Coffee in China, and how regulators are cracking down on the company since their admission of fraud. James and Elliott also discuss the controversy brewing between Meituan and their vendors, Pinduoduo’s recent moves, and the scandalous love affair involving some of the biggest names in the Alibaba ecosystem.   

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Links

Guest:

Hosts:

Editor

Podcast information:

]]> 54: After Luckin, fraud will still be a problem. With Wei Sheng TechNode 00:53:56 An episode full of salacious scandals and controversy! In this episode, the guys welcome back Technode’s own Wei Sheng to discuss a recent lawsuit filed against Luckin Coffee in China, and how regulators are cracking down on the company since their admission of fraud. James and Elliott also discuss the controversy brewing between Meituan and their vendors, Pinduoduo’s recent moves, and the scandalous love affair involving some of the biggest names in the Alibaba ecosystem. An episode full of salacious scandals and controversy! In this episode, the guys welcome back Technode’s own Wei Sheng to discuss a recent lawsuit filed against Luckin Coffee in China, and how regulators are cracking down on the company since their admission of fraud. James and Elliott also discuss the controversy brewing between Meituan and their vendors, Pinduoduo’s recent moves, and the scandalous love affair involving some of the biggest names in the Alibaba ecosystem. no full 54 16a8d0ba-023d-476b-a020-e14523d92246 53: How COVID-19 is a 'new retail' tipping point, with Michael Zakkour In this episode, the guys welcome back Michael Zakkour, Founder and Chief Strategist of 5 New Digital. They discuss how the demands of the COVID-19 pandemic have spurred a leap forward in ecommerce and new retail in both China and the US, and which firms are positioned to benefit. James and Elliott also look at Meituan’s earnings, as well as recent short-report allegations of iQiyi. 

 

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

 

Guest:

  • Michael Zakkour – @michaelzakkour

Hosts:

Editor

Podcast information:

 

]]> Wed, 22 Apr 2020 07:12:44 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/53-how-covid-19-is-a-new-retail-tipping-point-with-michael-zakkour-8GTAHPXV In this episode, the guys welcome back Michael Zakkour, Founder and Chief Strategist of 5 New Digital. They discuss how the demands of the COVID-19 pandemic have spurred a leap forward in ecommerce and new retail in both China and the US, and which firms are positioned to benefit. James and Elliott also look at Meituan’s earnings, as well as recent short-report allegations of iQiyi. 

 

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

 

Guest:

  • Michael Zakkour – @michaelzakkour

Hosts:

Editor

Podcast information:

 

]]> 53: How COVID-19 is a 'new retail' tipping point, with Michael Zakkour TechNode 01:04:44 In this episode, the guys welcome back Michael Zakkour, Founder and Chief Strategist of 5 New Digital. They discuss how the demands of the COVID-19 pandemic have spurred a leap forward in ecommerce and new retail in both China and the US, and which firms are positioned to benefit. James and Elliott also look at Meituan’s earnings, as well as recent short-report allegations of iQiyi. In this episode, the guys welcome back Michael Zakkour, Founder and Chief Strategist of 5 New Digital. They discuss how the demands of the COVID-19 pandemic have spurred a leap forward in ecommerce and new retail in both China and the US, and which firms are positioned to benefit. James and Elliott also look at Meituan’s earnings, as well as recent short-report allegations of iQiyi. no full 53 001965f4-dba5-4c78-9add-fd01a2403296 52: Luckin - The writing was on the wall with Michael Norris In this episode, the guys bring on CTI regular Michael Norris to discuss Luckin Coffee’s recent admission of fraud. Michael was an early skeptic of Luckin, identifying potential red flags around the company in the spring of 2019. Michael, James, and Elliott discuss the timeline for Luckin leading up to this admission, and what the potential fallout could be.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Guest:

Hosts:

Editor

Podcast information:

 

]]> Tue, 7 Apr 2020 03:42:20 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/52-luckin-the-writing-was-on-the-wall-with-michael-norris-jmnWFNQp In this episode, the guys bring on CTI regular Michael Norris to discuss Luckin Coffee’s recent admission of fraud. Michael was an early skeptic of Luckin, identifying potential red flags around the company in the spring of 2019. Michael, James, and Elliott discuss the timeline for Luckin leading up to this admission, and what the potential fallout could be.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Guest:

Hosts:

Editor

Podcast information:

 

]]> 52: Luckin - The writing was on the wall with Michael Norris TechNode 00:57:25 In this episode, the guys bring on CTI regular Michael Norris to discuss Luckin Coffee’s recent admission of fraud. Michael was an early skeptic of Luckin, identifying potential red flags around the company in the spring of 2019. Michael, James, and Elliott discuss the timeline for Luckin leading up to this admission, and what the potential fallout could be. In this episode, the guys bring on CTI regular Michael Norris to discuss Luckin Coffee’s recent admission of fraud. Michael was an early skeptic of Luckin, identifying potential red flags around the company in the spring of 2019. Michael, James, and Elliott discuss the timeline for Luckin leading up to this admission, and what the potential fallout could be. yes full 52 33e23caa-fd95-4724-956a-111835dd7245 51: Tencent, JD, PDD earnings, and Jeffrey Towson discusses the battle royale for services. In this episode, the guys welcome professor Jeffrey Towson to discuss the ongoing battle over the digital services sector in China, as Alibaba, Meituan, Baidu, and others fight on a rapidly-changing battlefield. James and Elliott also chat about the “COVID recession,” investment strategies, and go over the quarterly earnings of Tencent, Pinduoduo, and JD. 

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Links:

Guest:

Hosts:

Editor

Podcast information:

]]> Thu, 26 Mar 2020 04:46:52 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/51-tencent-jd-pdd-earnings-and-jeffrey-towson-discusses-the-battle-royale-for-services-xHLNP0YP In this episode, the guys welcome professor Jeffrey Towson to discuss the ongoing battle over the digital services sector in China, as Alibaba, Meituan, Baidu, and others fight on a rapidly-changing battlefield. James and Elliott also chat about the “COVID recession,” investment strategies, and go over the quarterly earnings of Tencent, Pinduoduo, and JD. 

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Links:

Guest:

Hosts:

Editor

Podcast information:

]]> 51: Tencent, JD, PDD earnings, and Jeffrey Towson discusses the battle royale for services. TechNode 01:11:24 In this episode, the guys welcome professor Jeffrey Towson to discuss the ongoing battle over the digital services sector in China, as Alibaba, Meituan, Baidu, and others fight on a rapidly-changing battlefield. James and Elliott also chat about the “COVID recession,” investment strategies, and go over the quarterly earnings of Tencent, Pinduoduo, and JD. In this episode, the guys welcome professor Jeffrey Towson to discuss the ongoing battle over the digital services sector in China, as Alibaba, Meituan, Baidu, and others fight on a rapidly-changing battlefield. James and Elliott also chat about the “COVID recession,” investment strategies, and go over the quarterly earnings of Tencent, Pinduoduo, and JD. no full 51 5ea03d09-606a-45e0-a5fe-b61894550187 50: The coronavirus sell-off, and earnings from Alibaba, Baidu, and iQiyi In this episode, the guys welcome back guest co-host Michael Norris from Agency China. The three of them discuss markets’ sudden and dramatic correction and strategies for coping with such dramatically negative market sentiment. They also go over the recently-reported Q4 earnings reports from Alibaba, Baidu, and iQiyi.

Subscribe to TechNode

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Guest:

Hosts:

Editor

Podcast information:

]]> Wed, 4 Mar 2020 03:23:38 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/50-the-coronavirus-sell-off-and-earnings-from-alibaba-baidu-and-iqiyi-IjRp7b69 In this episode, the guys welcome back guest co-host Michael Norris from Agency China. The three of them discuss markets’ sudden and dramatic correction and strategies for coping with such dramatically negative market sentiment. They also go over the recently-reported Q4 earnings reports from Alibaba, Baidu, and iQiyi.

Subscribe to TechNode

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Guest:

Hosts:

Editor

Podcast information:

]]> 50: The coronavirus sell-off, and earnings from Alibaba, Baidu, and iQiyi TechNode 01:15:11 In this episode, the guys welcome back guest co-host Michael Norris from Agency China. The three of them discuss markets’ sudden and dramatic correction and strategies for coping with such dramatically negative market sentiment. They also go over the recently-reported Q4 earnings reports from Alibaba, Baidu, and iQiyi. In this episode, the guys welcome back guest co-host Michael Norris from Agency China. The three of them discuss markets’ sudden and dramatic correction and strategies for coping with such dramatically negative market sentiment. They also go over the recently-reported Q4 earnings reports from Alibaba, Baidu, and iQiyi. no full 50 80cd58da-cc57-43de-8287-b9c71aeab389 49: Huawei, Google, and the “splinternet,” with Wei Sheng In this episode, the guys welcome Technode’s Wei Sheng to discuss the continued US-China tech decoupling, and how Huawei is attempting to succeed in Europe without access to Google Play services. James and Elliott also look at how the COVID-19 coronavirus outbreak has impacted China’s tech giants thus far.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Links:

Guest:

Hosts:

Editor

Podcast information:

]]> Wed, 26 Feb 2020 02:53:53 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/49-huawei-google-and-the-splinternet-with-wei-sheng-Krptbnal In this episode, the guys welcome Technode’s Wei Sheng to discuss the continued US-China tech decoupling, and how Huawei is attempting to succeed in Europe without access to Google Play services. James and Elliott also look at how the COVID-19 coronavirus outbreak has impacted China’s tech giants thus far.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Links:

Guest:

Hosts:

Editor

Podcast information:

]]> 49: Huawei, Google, and the “splinternet,” with Wei Sheng TechNode 00:50:12 In this episode, the guys welcome Technode’s Wei Sheng to discuss the continued US-China tech decoupling, and how Huawei is attempting to succeed in Europe without access to Google Play services. James and Elliott also look at how the COVID-19 coronavirus outbreak has impacted China’s tech giants thus far. In this episode, the guys welcome Technode’s Wei Sheng to discuss the continued US-China tech decoupling, and how Huawei is attempting to succeed in Europe without access to Google Play services. James and Elliott also look at how the COVID-19 coronavirus outbreak has impacted China’s tech giants thus far. no full 49 edd672c2-d4df-46f6-b304-cf045c4ad9a1 48: The coronavirus ripple effect, with Marcus Ryder China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts

In this episode, the guys welcome on veteran media executive and Caixin Global executive producer Marcus Ryder to discuss the massive ripple effect of the Wuhan coronavirus on China’s economy and tech industry. They try to get a grip on the many ways that the outbreak is shaking up our assumptions about the Chinese economy, markets, and tech space in the first quarter of 2020.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

 

Guest:

Hosts:

Editor

Podcast information:

 

]]> Thu, 6 Feb 2020 08:17:01 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/48-the-coronavirus-ripple-effect-with-marcus-ryder-5m60JB9q China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts

In this episode, the guys welcome on veteran media executive and Caixin Global executive producer Marcus Ryder to discuss the massive ripple effect of the Wuhan coronavirus on China’s economy and tech industry. They try to get a grip on the many ways that the outbreak is shaking up our assumptions about the Chinese economy, markets, and tech space in the first quarter of 2020.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

 

Guest:

Hosts:

Editor

Podcast information:

 

]]> 48: The coronavirus ripple effect, with Marcus Ryder TechNode 00:45:56 In this episode, the guys welcome on veteran media executive and Caixin Global executive producer Marcus Ryder to discuss the massive ripple effect of the Wuhan coronavirus on China’s economy and tech industry. They try to get a grip on the many ways that the outbreak is shaking up our assumptions about the Chinese economy, markets, and tech space in the first quarter of 2020. In this episode, the guys welcome on veteran media executive and Caixin Global executive producer Marcus Ryder to discuss the massive ripple effect of the Wuhan coronavirus on China’s economy and tech industry. They try to get a grip on the many ways that the outbreak is shaking up our assumptions about the Chinese economy, markets, and tech space in the first quarter of 2020. no full 48 8df65578-a388-400b-a3aa-e57af502abd3 47: Xiaomi, 5G, Bytedance, and other “incredible” predictions for 2020, with Wang Boyuan In this episode, the guys welcome veteran China tech journalist Wang Boyuan to the show. They make some bold and not-so-bold predictions for China’s digital economy in 2020, including what we can expect from Xiaomi, Bilibili, Bytedance, JD, and the continued rollout of 5G. James and Elliott also talk about surging Chinese tech stocks at the moment, and strategies for managing your portfolio amidst a bull market.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Guest:

  • Wang Boyuan - @thisboyuan

Hosts:

Editor

Podcast information:

]]> Fri, 17 Jan 2020 07:54:01 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/47-xiaomi-5g-bytedance-and-other-incredible-predictions-for-2020-with-wang-boyuan-1_sQHtNZ In this episode, the guys welcome veteran China tech journalist Wang Boyuan to the show. They make some bold and not-so-bold predictions for China’s digital economy in 2020, including what we can expect from Xiaomi, Bilibili, Bytedance, JD, and the continued rollout of 5G. James and Elliott also talk about surging Chinese tech stocks at the moment, and strategies for managing your portfolio amidst a bull market.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Guest:

  • Wang Boyuan - @thisboyuan

Hosts:

Editor

Podcast information:

]]> 47: Xiaomi, 5G, Bytedance, and other “incredible” predictions for 2020, with Wang Boyuan TechNode 00:55:34 In this episode, the guys welcome veteran China tech journalist Wang Boyuan to the show. They make some bold and not-so-bold predictions for China’s digital economy in 2020, including what we can expect from Xiaomi, Bilibili, Bytedance, JD, and the continued rollout of 5G. James and Elliott also talk about surging Chinese tech stocks at the moment, and strategies for managing your portfolio amidst a bull market. In this episode, the guys welcome veteran China tech journalist Wang Boyuan to the show. They make some bold and not-so-bold predictions for China’s digital economy in 2020, including what we can expect from Xiaomi, Bilibili, Bytedance, JD, and the continued rollout of 5G. James and Elliott also talk about surging Chinese tech stocks at the moment, and strategies for managing your portfolio amidst a bull market. no full 47 bc31f99d-b5a7-417a-8d57-537ecc5448cd 46: 2019’s biggest winners and losers, and what to expect for 2020 China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

Happy New Year! In this episode, the guys look over their watch list and discuss the biggest winners and losers of 2019. They also make a few bold predictions about what to expect in 2020 for the biggest names in China tech.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Hosts:

Editor

Podcast information:

 

]]> Wed, 8 Jan 2020 06:23:03 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/46-2019s-biggest-winners-and-losers-and-what-to-expect-for-2020-p5whS5Fk China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

Happy New Year! In this episode, the guys look over their watch list and discuss the biggest winners and losers of 2019. They also make a few bold predictions about what to expect in 2020 for the biggest names in China tech.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Hosts:

Editor

Podcast information:

 

]]> 46: 2019’s biggest winners and losers, and what to expect for 2020 TechNode 01:03:42 Happy New Year! In this episode, the guys look over their watch list and discuss the biggest winners and losers of 2019. They also make a few bold predictions about what to expect in 2020 for the biggest names in China tech. Happy New Year! In this episode, the guys look over their watch list and discuss the biggest winners and losers of 2019. They also make a few bold predictions about what to expect in 2020 for the biggest names in China tech. no full 46 299d3046-0b7e-4506-a1e6-7c55585238a6 45: Boom, bust, and competition: Electric vehicles in China, with Tu Le In this episode, the guys welcome Tu Le, Managing Director of Sino Auto Insights, to discuss China’s dynamic electric vehicle and automotive industry. Tu explains how an investment bubble and generous government subsidies led to an explosion in EV startups, but how as the money has dried up, these firms are now under intense pressure to prove that they can actually compete with the large international automakers.

 

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping

 

Guest

Hosts:

Editor

Podcast information:

]]> Wed, 25 Dec 2019 22:00:01 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/45-boom-bust-and-competition-electric-vehicles-in-china-with-tu-le-0VD0q0QK In this episode, the guys welcome Tu Le, Managing Director of Sino Auto Insights, to discuss China’s dynamic electric vehicle and automotive industry. Tu explains how an investment bubble and generous government subsidies led to an explosion in EV startups, but how as the money has dried up, these firms are now under intense pressure to prove that they can actually compete with the large international automakers.

 

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping

 

Guest

Hosts:

Editor

Podcast information:

]]> 45: Boom, bust, and competition: Electric vehicles in China, with Tu Le TechNode 00:56:54 In this episode, the guys welcome Tu Le, Managing Director of Sino Auto Insights, to discuss China’s dynamic electric vehicle and automotive industry. Tu explains how an investment bubble and generous government subsidies led to an explosion in EV startups, but how as the money has dried up, these firms are now under intense pressure to prove that they can actually compete with the large international automakers. In this episode, the guys welcome Tu Le, Managing Director of Sino Auto Insights, to discuss China’s dynamic electric vehicle and automotive industry. Tu explains how an investment bubble and generous government subsidies led to an explosion in EV startups, but how as the money has dried up, these firms are now under intense pressure to prove that they can actually compete with the large international automakers. no full 45 818dc3bb-88e0-46c3-aea7-47915d2b2a59 CTI 44: Ed-tech in China with John Artman In this episode, the guys welcome on the boss man, Technode’s Editor-in-Chief John Artman, to discuss trends, myths, and realities around the ed-tech space in China. James and Elliott also touch on some of Xiaomi’s recent moves, as well as Wolfpack Research’s serious accusations against Qutoutiao.

 

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping

Guest

Hosts:

Editor

Podcast information:

]]> Sat, 21 Dec 2019 03:13:38 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/cti-44-ed-tech-in-china-with-john-artman-jH_uxzMe In this episode, the guys welcome on the boss man, Technode’s Editor-in-Chief John Artman, to discuss trends, myths, and realities around the ed-tech space in China. James and Elliott also touch on some of Xiaomi’s recent moves, as well as Wolfpack Research’s serious accusations against Qutoutiao.

 

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping

Guest

Hosts:

Editor

Podcast information:

]]> CTI 44: Ed-tech in China with John Artman TechNode 01:07:11 In this episode, the guys welcome on the boss man, TechNode’s Editor-in-Chief John Artman, to discuss trends, myths, and realities around the ed-tech space in China. James and Elliott also touch on some of Xiaomi’s recent moves, as well as Wolfpack Research’s serious accusations against Qutoutiao. In this episode, the guys welcome on the boss man, TechNode’s Editor-in-Chief John Artman, to discuss trends, myths, and realities around the ed-tech space in China. James and Elliott also touch on some of Xiaomi’s recent moves, as well as Wolfpack Research’s serious accusations against Qutoutiao. no full 44 291766f6-28bc-4b00-9df2-e3e192cbd5c8 43: Alibaba has a Meituan problem. Can they solve it with $11 billion? In this episode, the guys discuss Alibaba’s blockbuster listing in Hong Kong, and why this could impact the future of Meituan-Dianping, who posted their second-straight profitable quarter. James and Elliott also dig into what has made Meituan so special in 2019, and look into Xiaomi’s Q3 earnings as well. 

 

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping

Hosts:

Editor

Podcast information:

]]> Tue, 10 Dec 2019 10:27:42 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/43-alibaba-has-a-meituan-problem-can-they-solve-it-with-11-billion-nTvmG0A5 In this episode, the guys discuss Alibaba’s blockbuster listing in Hong Kong, and why this could impact the future of Meituan-Dianping, who posted their second-straight profitable quarter. James and Elliott also dig into what has made Meituan so special in 2019, and look into Xiaomi’s Q3 earnings as well. 

 

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping

Hosts:

Editor

Podcast information:

]]> 43: Alibaba has a Meituan problem. Can they solve it with $11 billion? TechNode 00:47:00 In this episode, the guys discuss Alibaba’s blockbuster listing in Hong Kong, and why this could impact the future of Meituan-Dianping, who posted their second-straight profitable quarter. James and Elliott also dig into what has made Meituan so special in 2019, and look into Xiaomi’s Q3 earnings as well. In this episode, the guys discuss Alibaba’s blockbuster listing in Hong Kong, and why this could impact the future of Meituan-Dianping, who posted their second-straight profitable quarter. James and Elliott also dig into what has made Meituan so special in 2019, and look into Xiaomi’s Q3 earnings as well. no full 43 acd3e379-394f-43b1-827c-5fcf2c65d36f 42: Trade wars, debt, and the future of the Chinese economy with Michael Pettis In this episode, the guys are joined by Peking University finance professor, Carnegie-Tsinghua fellow, and Beijing indie-rock entrepreneur Michael Pettis for a hard look into the broader issues concerning the economy in China and around the world. Michael explains how outsiders should interpret China’s GDP numbers, the structural imbalances in the Chinese economy, and the underlying dynamics at the heart of the US-China trade war.

James an Elliott also discuss Pinduoduo’s Q3 earnings report, which sent the oft-volatile stock tumbling again, after its surge in recent months. 

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping

Guest

Hosts:

Editor

Podcast information:

]]> Wed, 27 Nov 2019 21:00:10 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/42-trade-wars-debt-and-the-future-of-the-chinese-economy-with-michael-pettis-TWddsQpm In this episode, the guys are joined by Peking University finance professor, Carnegie-Tsinghua fellow, and Beijing indie-rock entrepreneur Michael Pettis for a hard look into the broader issues concerning the economy in China and around the world. Michael explains how outsiders should interpret China’s GDP numbers, the structural imbalances in the Chinese economy, and the underlying dynamics at the heart of the US-China trade war.

James an Elliott also discuss Pinduoduo’s Q3 earnings report, which sent the oft-volatile stock tumbling again, after its surge in recent months. 

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping

Guest

Hosts:

Editor

Podcast information:

]]> 42: Trade wars, debt, and the future of the Chinese economy with Michael Pettis TechNode 01:03:13 In this episode, the guys are joined by Peking University finance professor, Carnegie-Tsinghua fellow, and Beijing indie-rock entrepreneur Michael Pettis for a hard look into the broader issues concerning the economy in China and around the world. Michael explains how outsiders should interpret China’s GDP numbers, the structural imbalances in the Chinese economy, and the underlying dynamics at the heart of the US-China trade war. In this episode, the guys are joined by Peking University finance professor, Carnegie-Tsinghua fellow, and Beijing indie-rock entrepreneur Michael Pettis for a hard look into the broader issues concerning the economy in China and around the world. Michael explains how outsiders should interpret China’s GDP numbers, the structural imbalances in the Chinese economy, and the underlying dynamics at the heart of the US-China trade war. no full 42 3a9055ab-cbaf-4155-9d6f-2f1a6615914e 41: Alibaba, JD, Tencent, and WOW, LUCKIN COFFEE! with Michael Norris In this episode, the guys are joined by guest-host Michael Norris from Agency China to talk earnings. They go over the quarterly reports from Alibaba, JD, and Tencent, as well as Luckin Coffee’s very impressive report, which sent their stock soaring.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping

Guest

Hosts:

Editor

Podcast information:

]]> Wed, 20 Nov 2019 12:18:54 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/41-alibaba-jd-tencent-and-wow-luckin-coffee-with-michael-norris-6CCmJKVe In this episode, the guys are joined by guest-host Michael Norris from Agency China to talk earnings. They go over the quarterly reports from Alibaba, JD, and Tencent, as well as Luckin Coffee’s very impressive report, which sent their stock soaring.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping

Guest

Hosts:

Editor

Podcast information:

]]> 41: Alibaba, JD, Tencent, and WOW, LUCKIN COFFEE! with Michael Norris TechNode 01:06:31 In this episode, the guys are joined by guest-host Michael Norris from Agency China to talk earnings. They go over the quarterly reports from Alibaba, JD, and Tencent, as well as Luckin Coffee’s very impressive report, which sent their stock soaring. In this episode, the guys are joined by guest-host Michael Norris from Agency China to talk earnings. They go over the quarterly reports from Alibaba, JD, and Tencent, as well as Luckin Coffee’s very impressive report, which sent their stock soaring. yes full 41 4925510c-010a-4dc3-93c5-ccac9f456139 CTI 40: China’s blockchain bonanza with Matthew Graham In this episode, the guys welcome Sino Global Capital founding partner and CEO Matthew Graham. They discuss the plans for the PBOC’s own digital currency, China’s love/hate relationship with blockchain, and how cryptocurrencies and blockchain technology could impact China’s tech firms and broader economy.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping

Guest

Hosts:

Editor

Podcast information:

]]> Fri, 15 Nov 2019 02:39:49 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/cti-40-uja5XunN In this episode, the guys welcome Sino Global Capital founding partner and CEO Matthew Graham. They discuss the plans for the PBOC’s own digital currency, China’s love/hate relationship with blockchain, and how cryptocurrencies and blockchain technology could impact China’s tech firms and broader economy.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping

Guest

Hosts:

Editor

Podcast information:

]]> CTI 40: China’s blockchain bonanza with Matthew Graham TechNode 01:10:59 In this episode, the guys welcome Sino Global Capital founding partner and CEO Matthew Graham. They discuss the plans for the PBOC’s own digital currency, China’s love/hate relationship with blockchain, and how cryptocurrencies and blockchain technology could impact China’s tech firms and broader economy. In this episode, the guys welcome Sino Global Capital founding partner and CEO Matthew Graham. They discuss the plans for the PBOC’s own digital currency, China’s love/hate relationship with blockchain, and how cryptocurrencies and blockchain technology could impact China’s tech firms and broader economy. no full 40 ab53badf-a3c3-4fa0-aa10-085305ea72e6 CTI 39: Search, recommendation, and the fall of Baidu with FT’s Christian Shepherd and Nian Liu In this episode, the guys welcome The Financial Times’ Nian Liu and Christian Shepherd. They discuss Baidu’s fall from grace, Bytedance’s ascendency, and how China’s unique digital economy has shaped the roles that search and recommendation play within it. 

Their recent article on the topic can be found here.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping

Guest

  • Christian Shepherd- @cdcshepherd
  • Nian Liu- Nian.liu@ft.com

Hosts:

Editor

Podcast information:

]]> Mon, 4 Nov 2019 08:46:35 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/cti-39-search-recommendation-and-the-fall-of-baidu-with-fts-christian-shepherd-and-nian-liu-P61_OvGK In this episode, the guys welcome The Financial Times’ Nian Liu and Christian Shepherd. They discuss Baidu’s fall from grace, Bytedance’s ascendency, and how China’s unique digital economy has shaped the roles that search and recommendation play within it. 

Their recent article on the topic can be found here.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping

Guest

  • Christian Shepherd- @cdcshepherd
  • Nian Liu- Nian.liu@ft.com

Hosts:

Editor

Podcast information:

]]> CTI 39: Search, recommendation, and the fall of Baidu with FT’s Christian Shepherd and Nian Liu TechNode 00:51:57 In this episode, the guys welcome The Financial Times’ Nian Liu and Christian Shepherd. They discuss Baidu’s fall from grace, Bytedance’s ascendency, and how China’s unique digital economy has shaped the roles that search and recommendation play within it. In this episode, the guys welcome The Financial Times’ Nian Liu and Christian Shepherd. They discuss Baidu’s fall from grace, Bytedance’s ascendency, and how China’s unique digital economy has shaped the roles that search and recommendation play within it. no full 39 b1df8238-119e-4720-82b0-d2fefcf2a15c 38: An interview with Pinduoduo’s David Liu In this episode of the China Tech Investor Podcast powered by TechNode, the guys welcome David Liu, VP of Strategy for Pinduoduo. David talks about PDD’s success in breaking into the ultra-competitive e-commerce market in China, and how they have defied expectations in both their ability to raise capital and grow their user base.

Since this is the first time that the guys have had on a representative from a company on their watch list, they’d love to hear from listeners about what they think about this approach. Feedback is welcome, as always! 

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping

Guest

  • David Liu, VP of Strategy, Pinduoduo

Hosts:

Editor

Podcast information:

 

]]> Thu, 17 Oct 2019 03:47:08 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/38-an-interview-with-pinduoduos-david-liu-5QDGg9s_ In this episode of the China Tech Investor Podcast powered by TechNode, the guys welcome David Liu, VP of Strategy for Pinduoduo. David talks about PDD’s success in breaking into the ultra-competitive e-commerce market in China, and how they have defied expectations in both their ability to raise capital and grow their user base.

Since this is the first time that the guys have had on a representative from a company on their watch list, they’d love to hear from listeners about what they think about this approach. Feedback is welcome, as always! 

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping

Guest

  • David Liu, VP of Strategy, Pinduoduo

Hosts:

Editor

Podcast information:

 

]]> 38: An interview with Pinduoduo’s David Liu TechNode 00:46:16 The guys welcome David Liu, VP of Strategy for Pinduoduo. David talks about PDD’s success in breaking into the ultra-competitive e-commerce market in China, and how they have defied expectations in both their ability to raise capital and grow their user base. The guys welcome David Liu, VP of Strategy for Pinduoduo. David talks about PDD’s success in breaking into the ultra-competitive e-commerce market in China, and how they have defied expectations in both their ability to raise capital and grow their user base. china, pinduoduo, tech no full 38 5ba92591-d5cb-42e2-bea6-6711d942d018 37: Exploring the slowdown in China’s private funding with Jane Li In this episode of the China Tech Investor Podcast powered by TechNode, the guys are joined by Quartz’s Jane Li to discuss the funding issues in the Chinese startup/private markets. James and Elliott also touch on delisting scare, FTSE bond index inclusion, 36kr filing for IPO, EV sales and NIO.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping

Guest:

Hosts:

Editor

Podcast information:

 

]]> Wed, 9 Oct 2019 07:33:19 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/37-exploring-slowdown-in-chinas-private-funding-with-jane-li-jVdb84gk In this episode of the China Tech Investor Podcast powered by TechNode, the guys are joined by Quartz’s Jane Li to discuss the funding issues in the Chinese startup/private markets. James and Elliott also touch on delisting scare, FTSE bond index inclusion, 36kr filing for IPO, EV sales and NIO.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping

Guest:

Hosts:

Editor

Podcast information:

 

]]> 37: Exploring the slowdown in China’s private funding with Jane Li TechNode 01:00:18 The guys are joined by Quartz’s Jane Li to discuss the funding issues in the Chinese startup/private markets. James and Elliott also touch on delisting scare, FTSE bond index inclusion, 36kr filing for IPO, EV sales and NIO. The guys are joined by Quartz’s Jane Li to discuss the funding issues in the Chinese startup/private markets. James and Elliott also touch on delisting scare, FTSE bond index inclusion, 36kr filing for IPO, EV sales and NIO. china, ipo, jane li, tech, investment no full 37 9ad6ba78-b20d-49e2-b5ce-0cb7eee2f922 36: E-sports in China with Bloomberg’s Zheping Huang (also Meituan’s earnings) In this episode of the China Tech Investor Podcast powered by TechNode, the guys are joined by Bloomberg’s Zheping Huang to talk about the unique environment of e-sports in China, and why the business models of platforms like Huya and Douyu are not easily comparable to that of Twitch. James and Elliott also go into Meituan’s most recent quarterly earnings.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping

Guest

Hosts:

Editor

Podcast information:

]]> Tue, 10 Sep 2019 03:36:12 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/36-e-sports-in-china-with-bloombergs-zheping-huang-also-meituans-earnings-4LNQqJud In this episode of the China Tech Investor Podcast powered by TechNode, the guys are joined by Bloomberg’s Zheping Huang to talk about the unique environment of e-sports in China, and why the business models of platforms like Huya and Douyu are not easily comparable to that of Twitch. James and Elliott also go into Meituan’s most recent quarterly earnings.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping

Guest

Hosts:

Editor

Podcast information:

]]> 36: E-sports in China with Bloomberg’s Zheping Huang (also Meituan’s earnings) TechNode 00:43:58 The guys are joined by Bloomberg’s Zheping Huang to talk about the unique environment of e-sports in China, and why the business models of platforms like Huya and Douyu are not easily comparable to that of Twitch. The guys are joined by Bloomberg’s Zheping Huang to talk about the unique environment of e-sports in China, and why the business models of platforms like Huya and Douyu are not easily comparable to that of Twitch. no full 36 49974509-376e-4da7-b0f2-9e3c7c9e5cef 35: Why Xiaomi needs to face the music, with Tim Culpan (plus PDD, iQiyi, and Baidu earnings) In this episode of the China Tech Investor Podcast powered by TechNode, the guys welcome back Bloomberg Opinion columnist Tim Culpan to discuss Xiaomi’s weak performance, the oversupply of ad inventory on the Chinese web, and general takeaways from Q2 earnings season. Elliott and James also go over the most recent earnings reports of Baidu, iQiyi, and Pinduoduo.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

· Tencent

· Alibaba

· Baidu

· iQiyi

· Xiaomi

· com

· Pinduoduo

· Meituan-Dianping

Links

· Pinduoduo’s free cash flow conundrum

Guest

· Tim Culpan- @tculpan

Hosts

· Elliott Zaagman– @elliottzaagman

· James Hull– @jameshullx

Editor

· Peter Isachenko

Podcast information:

· iTunes

· Spotify

· RSS Feed

· Music: “Hey Ho” by Steve Jackson, Royalty Free Music

]]> Mon, 2 Sep 2019 02:13:09 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/35-why-xiaomi-needs-to-face-the-music-with-tim-culpan-plus-pdd-iqiyi-and-baidu-earnings-OoDOey3W In this episode of the China Tech Investor Podcast powered by TechNode, the guys welcome back Bloomberg Opinion columnist Tim Culpan to discuss Xiaomi’s weak performance, the oversupply of ad inventory on the Chinese web, and general takeaways from Q2 earnings season. Elliott and James also go over the most recent earnings reports of Baidu, iQiyi, and Pinduoduo.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

· Tencent

· Alibaba

· Baidu

· iQiyi

· Xiaomi

· com

· Pinduoduo

· Meituan-Dianping

Links

· Pinduoduo’s free cash flow conundrum

Guest

· Tim Culpan- @tculpan

Hosts

· Elliott Zaagman– @elliottzaagman

· James Hull– @jameshullx

Editor

· Peter Isachenko

Podcast information:

· iTunes

· Spotify

· RSS Feed

· Music: “Hey Ho” by Steve Jackson, Royalty Free Music

]]> 35: Why Xiaomi needs to face the music, with Tim Culpan (plus PDD, iQiyi, and Baidu earnings) TechNode 01:03:44 no full 35 be221b7f-cc89-446f-b830-652b00853d13 34: Alibaba, JD, and the new retail revolution with Michael Zakkour In this episode of the China Tech Investor Podcast powered by TechNode, the guys go deep into new retail. In addition to discussing the latest quarterly earnings from Alibaba and JD, James and Elliott chat with Michael Zakkour, VP of Asia Strategy for Thompkins International. Michael fills us in on the phenomenon of “new retail,” why it is so much more than just a buzz word, and how it is changing business and life in China and around the world.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

UPDATE: Alibaba’s USD 2 billion acquisition of NetEase’s cross-border e-commerce site is off, reports say

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo
  • Meituan-Dianping

Guest

Hosts:

Editor

Podcast information:

]]> Mon, 2 Sep 2019 02:11:07 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/34-alibaba-jd-and-the-new-retail-revolution-with-michael-zakkour-tRSidPF7 In this episode of the China Tech Investor Podcast powered by TechNode, the guys go deep into new retail. In addition to discussing the latest quarterly earnings from Alibaba and JD, James and Elliott chat with Michael Zakkour, VP of Asia Strategy for Thompkins International. Michael fills us in on the phenomenon of “new retail,” why it is so much more than just a buzz word, and how it is changing business and life in China and around the world.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

UPDATE: Alibaba’s USD 2 billion acquisition of NetEase’s cross-border e-commerce site is off, reports say

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo
  • Meituan-Dianping

Guest

Hosts:

Editor

Podcast information:

]]> 34: Alibaba, JD, and the new retail revolution with Michael Zakkour TechNode 00:53:05 no full 34 036ae3a2-74b3-44a4-bdf3-0df6a8faa000 33: 2019 year-to-date for China’s tech stocks: Meituan surges, Baidu slumps, and more In this episode of the China Tech Investor Podcast powered by TechNode, James and Elliott take a step back and look at the broader trends of 2019 thus far. They also take a look at how each of the stocks on their watch list have performed thus far this year, and attempt to determine where credit or blame should be given for each stock’s performance. 

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the China Consumer Index slides here.

Watchlist:

· Tencent

· Alibaba

· Baidu

· iQiyi

· Xiaomi

· JD.com

· Pinduoduo

· Meituan-Dianping

Hosts:

· Elliott Zaagman – @elliottzaagman

· James Hull – @jameshullx

Editor

· Peter Isachenko

Podcast information:

· iTunes

· Spotify

· RSS Feed

· Music: “Hey Ho” by Steve Jackson, Royalty Free Music

]]> Mon, 2 Sep 2019 02:08:48 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/33-2019-year-to-date-for-chinas-tech-stocks-meituan-surges-baidu-slumps-and-more-LezzSa_W In this episode of the China Tech Investor Podcast powered by TechNode, James and Elliott take a step back and look at the broader trends of 2019 thus far. They also take a look at how each of the stocks on their watch list have performed thus far this year, and attempt to determine where credit or blame should be given for each stock’s performance. 

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the China Consumer Index slides here.

Watchlist:

· Tencent

· Alibaba

· Baidu

· iQiyi

· Xiaomi

· JD.com

· Pinduoduo

· Meituan-Dianping

Hosts:

· Elliott Zaagman – @elliottzaagman

· James Hull – @jameshullx

Editor

· Peter Isachenko

Podcast information:

· iTunes

· Spotify

· RSS Feed

· Music: “Hey Ho” by Steve Jackson, Royalty Free Music

]]> 33: 2019 year-to-date for China’s tech stocks: Meituan surges, Baidu slumps, and more TechNode 00:53:34 no full 33 35efa4cb-ddbe-9b49-36e0-309172432e8f 32: What's special about Bilibili? In this episode, recorded August 2nd, 2019 hosts Elliott Zaagman and James Hull look at Bilibili (Nasdaq: BILI). They discuss what Bilibili does, who runs it and are joined by a Bilibili user, Erica Shen, who shares her views as a user of the platform. After the interview with Erica, James and Elliott look at Bilibili’s financials.

Bilibili's gamified user ladder

The China Tech Investor podcast is powered by Technode.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

CTI watchlist

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo
  • Meituan-Dianping

Guest

Hosts:

Editor

Podcast links

Music

]]> Fri, 9 Aug 2019 06:20:39 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/32-whats-special-about-bilibili-RqRAMBV7 In this episode, recorded August 2nd, 2019 hosts Elliott Zaagman and James Hull look at Bilibili (Nasdaq: BILI). They discuss what Bilibili does, who runs it and are joined by a Bilibili user, Erica Shen, who shares her views as a user of the platform. After the interview with Erica, James and Elliott look at Bilibili’s financials.

Bilibili's gamified user ladder

The China Tech Investor podcast is powered by Technode.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

CTI watchlist

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo
  • Meituan-Dianping

Guest

Hosts:

Editor

Podcast links

Music

]]> 32: What's special about Bilibili? TechNode 00:51:30 In this episode, recorded August 2nd, 2019 hosts Elliott Zaagman and James Hull look at Bilibili (Nasdaq: BILI). They discuss what Bilibili does, who runs it and are joined by a Bilibili user, Erica Shen, who shares her views as a user of the platform. After the interview with Erica, James and Elliott look at Bilibili’s financials. Bilibili's gamified user ladder The China Tech Investor podcast is powered by Technode. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. CTI watchlist Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Guest Erica Shen (Linkedin) Hosts: Elliott Zaagman (@elliottzaagman) James Hull (@jameshullx, Hullx.com) Editor Peter Isachenko Podcast links iTunes Overcast Spotify RSS Feed Music “Hey Ho” by Steve Jackson, Royalty Free Music In this episode, recorded August 2nd, 2019 hosts Elliott Zaagman and James Hull look at Bilibili (Nasdaq: BILI). They discuss what Bilibili does, who runs it and are joined by a Bilibili user, Erica Shen, who shares her views as a user of the platform. After the interview with Erica, James and Elliott look at Bilibili’s financials. Bilibili's gamified user ladder The China Tech Investor podcast is powered by Technode. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. CTI watchlist Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Guest Erica Shen (Linkedin) Hosts: Elliott Zaagman (@elliottzaagman) James Hull (@jameshullx, Hullx.com) Editor Peter Isachenko Podcast links iTunes Overcast Spotify RSS Feed Music “Hey Ho” by Steve Jackson, Royalty Free Music no full 32 dacc3059-f420-5f8d-19f6-e490fc3255d4 31: AI competitiveness: How Chinese and US firms stack up In this episode of the China Tech Investor Podcast powered by TechNode, James and Elliott chat with Matt Sheehan, Fellow at Macro Polo, the in-house think tank of the Paulson Institute. Matt discusses some of his recent research, in which he analyses how US and Chinese firms stack up in various dimensions of data. He also shares his findings on the battle for AI engineers, and how each country’s AI future may rely on Chinese talent, on both sides of the Pacific.

Also, be sure to check out Matt’s upcoming book: The Transpacific Experiment: How China and California Collaborate and Compete for Our Future, out August 13th.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo
  • Meituan-Dianping

Guests:

Hosts:

Editor

Podcast information:

]]> Tue, 30 Jul 2019 09:44:56 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/31-ai-competitiveness-how-chinese-and-us-firms-stack-up-YzBgIqeK In this episode of the China Tech Investor Podcast powered by TechNode, James and Elliott chat with Matt Sheehan, Fellow at Macro Polo, the in-house think tank of the Paulson Institute. Matt discusses some of his recent research, in which he analyses how US and Chinese firms stack up in various dimensions of data. He also shares his findings on the battle for AI engineers, and how each country’s AI future may rely on Chinese talent, on both sides of the Pacific.

Also, be sure to check out Matt’s upcoming book: The Transpacific Experiment: How China and California Collaborate and Compete for Our Future, out August 13th.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo
  • Meituan-Dianping

Guests:

Hosts:

Editor

Podcast information:

]]> 31: AI competitiveness: How Chinese and US firms stack up TechNode 01:17:08 In this episode of the China Tech Investor Podcast powered by TechNode, James and Elliott chat with Matt Sheehan, Fellow at Macro Polo, the in-house think tank of the Paulson Institute. Matt discusses some of his recent research, in which he analyses how US and Chinese firms stack up in various dimensions of data. He also shares his findings on the battle for AI engineers, and how each country’s AI future may rely on Chinese talent, on both sides of the Pacific. Also, be sure to check out Matt’s upcoming book: The Transpacific Experiment: How China and California Collaborate and Compete for Our Future, out August 13th. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Guests: Matt Sheehan - @mattsheehan88 Hosts: Elliott Zaagman – @elliottzaagman James Hull – @jameshullx Editor Peter Isachenko Podcast information: iTunes Spotify RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music In this episode of the China Tech Investor Podcast powered by TechNode, James and Elliott chat with Matt Sheehan, Fellow at Macro Polo, the in-house think tank of the Paulson Institute. Matt discusses some of his recent research, in which he analyses how US and Chinese firms stack up in various dimensions of data. He also shares his findings on the battle for AI engineers, and how each country’s AI future may rely on Chinese talent, on both sides of the Pacific. Also, be sure to check out Matt’s upcoming book: The Transpacific Experiment: How China and California Collaborate and Compete for Our Future, out August 13th. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Guests: Matt Sheehan - @mattsheehan88 Hosts: Elliott Zaagman – @elliottzaagman James Hull – @jameshullx Editor Peter Isachenko Podcast information: iTunes Spotify RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music no full 31 1afc4bef-b5aa-fa5a-fa1f-128d47112a72 30: A peek inside China’s banking industry with Trivium China’s Andrew Polk In this episode, recorded June 27th, 2019 hosts Elliott Zaagman and James Hull are joined by Andrew Polk, Trivium China Partner and Head of Econ. They discuss developments and events in China’s banking system and how they may impact investors. The discussion also covers the recent Baoshang bank takeover, the rise in interbank yield spreads, and more.

The China Tech Investor podcast is powered by Technode.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo
  • Meituan-Dianping

Guests:

Hosts:

Editor

Podcast information:

]]> Fri, 5 Jul 2019 02:44:18 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/30-a-peek-inside-chinas-banking-industry-with-trivium-chinas-andrew-polk-6ZhXvWpX In this episode, recorded June 27th, 2019 hosts Elliott Zaagman and James Hull are joined by Andrew Polk, Trivium China Partner and Head of Econ. They discuss developments and events in China’s banking system and how they may impact investors. The discussion also covers the recent Baoshang bank takeover, the rise in interbank yield spreads, and more.

The China Tech Investor podcast is powered by Technode.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo
  • Meituan-Dianping

Guests:

Hosts:

Editor

Podcast information:

]]> 30: A peek inside China’s banking industry with Trivium China’s Andrew Polk TechNode 01:18:25 In this episode, recorded June 27th, 2019 hosts Elliott Zaagman and James Hull are joined by Andrew Polk, Trivium China Partner and Head of Econ. They discuss developments and events in China’s banking system and how they may impact investors. The discussion also covers the recent Baoshang bank takeover, the rise in interbank yield spreads, and more. The China Tech Investor podcast is powered by Technode. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Guests: Andrew Polk — Trivium China Hosts: Elliott Zaagman – @elliottzaagman James Hull – @jameshullx Editor Peter Isachenko Podcast information: iTunes Spotify RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music In this episode, recorded June 27th, 2019 hosts Elliott Zaagman and James Hull are joined by Andrew Polk, Trivium China Partner and Head of Econ. They discuss developments and events in China’s banking system and how they may impact investors. The discussion also covers the recent Baoshang bank takeover, the rise in interbank yield spreads, and more. The China Tech Investor podcast is powered by Technode. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Guests: Andrew Polk — Trivium China Hosts: Elliott Zaagman – @elliottzaagman James Hull – @jameshullx Editor Peter Isachenko Podcast information: iTunes Spotify RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music no full 30 02a65859-11f4-f828-400b-0238bf74c66f 29: India’s tech landscape, with Dev Lewis In this episode of the China Tech Investor Podcast powered by TechNode, James and Elliott chat with Dev Lewis, Research Associate at Digital Asia Hub and Yanqing Scholar at Peking University. Dev has written and focused extensively on the intersection of US and Chinese tech firms as they compete in India’s rapidly developing digital ecosystem. In this podcast, the guys talk about what makes India unique as a market, and the homegrown businesses, trends, and government policies that are impacting the way that foreign firms, including Chinese tech firms on our watchlist, approach doing business in what will soon be the world’s most populous nation.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo
  • Meituan-Dianping

Guests:

Hosts:

Editor

Podcast information:

]]> Mon, 24 Jun 2019 03:28:59 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/29-indias-tech-landscape-with-dev-lewis-_3LHZZvj In this episode of the China Tech Investor Podcast powered by TechNode, James and Elliott chat with Dev Lewis, Research Associate at Digital Asia Hub and Yanqing Scholar at Peking University. Dev has written and focused extensively on the intersection of US and Chinese tech firms as they compete in India’s rapidly developing digital ecosystem. In this podcast, the guys talk about what makes India unique as a market, and the homegrown businesses, trends, and government policies that are impacting the way that foreign firms, including Chinese tech firms on our watchlist, approach doing business in what will soon be the world’s most populous nation.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo
  • Meituan-Dianping

Guests:

Hosts:

Editor

Podcast information:

]]> 29: India’s tech landscape, with Dev Lewis TechNode 01:08:26 In this episode of the China Tech Investor Podcast powered by TechNode, James and Elliott chat with Dev Lewis, Research Associate at Digital Asia Hub and Yanqing Scholar at Peking University. Dev has written and focused extensively on the intersection of US and Chinese tech firms as they compete in India’s rapidly developing digital ecosystem. In this podcast, the guys talk about what makes India unique as a market, and the homegrown businesses, trends, and government policies that are impacting the way that foreign firms, including Chinese tech firms on our watchlist, approach doing business in what will soon be the world’s most populous nation. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Guests: Dev Lewis - @Devlewis18 Hosts: Elliott Zaagman – @elliottzaagman James Hull – @jameshullx Editor Peter Isachenko Podcast information: iTunes Spotify RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music In this episode of the China Tech Investor Podcast powered by TechNode, James and Elliott chat with Dev Lewis, Research Associate at Digital Asia Hub and Yanqing Scholar at Peking University. Dev has written and focused extensively on the intersection of US and Chinese tech firms as they compete in India’s rapidly developing digital ecosystem. In this podcast, the guys talk about what makes India unique as a market, and the homegrown businesses, trends, and government policies that are impacting the way that foreign firms, including Chinese tech firms on our watchlist, approach doing business in what will soon be the world’s most populous nation. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Guests: Dev Lewis - @Devlewis18 Hosts: Elliott Zaagman – @elliottzaagman James Hull – @jameshullx Editor Peter Isachenko Podcast information: iTunes Spotify RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music no full 29 68a591b0-4063-849d-8984-1d11f266c68d 28: Earnings dive — 1Q 2019 iQiyi and Tencent In this episode, recorded June 14th, 2019 hosts Elliott Zaagman and James Hull discuss recent events in Hong Kong, proposed US legislation upping pressure on Hong Kong, and get into iQiyi and Tencent’s 1Q 2019 earnings (see James’ blog for corresponding charts).

The China Tech Investor podcast is powered by Technode.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo
  • Meituan-Dianping

Hosts:

· Elliott Zaagman – @elliottzaagman

· James Hull – @jameshullx, longhedge blog

Editor

Podcast information:

· iTunes

· Spotify

· RSS Feed

· Music: “Hey Ho” by Steve Jackson, Royalty Free Music

]]> Fri, 21 Jun 2019 10:48:58 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/28-earnings-dive-1q-2019-iqiyi-and-tencent-STxQufFF In this episode, recorded June 14th, 2019 hosts Elliott Zaagman and James Hull discuss recent events in Hong Kong, proposed US legislation upping pressure on Hong Kong, and get into iQiyi and Tencent’s 1Q 2019 earnings (see James’ blog for corresponding charts).

The China Tech Investor podcast is powered by Technode.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo
  • Meituan-Dianping

Hosts:

· Elliott Zaagman – @elliottzaagman

· James Hull – @jameshullx, longhedge blog

Editor

Podcast information:

· iTunes

· Spotify

· RSS Feed

· Music: “Hey Ho” by Steve Jackson, Royalty Free Music

]]> 28: Earnings dive — 1Q 2019 iQiyi and Tencent TechNode 01:09:52 In this episode, recorded June 14th, 2019 hosts Elliott Zaagman and James Hull discuss recent events in Hong Kong, proposed US legislation upping pressure on Hong Kong, and get into iQiyi and Tencent’s 1Q 2019 earnings (see James’ blog for corresponding charts). The China Tech Investor podcast is powered by Technode. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Hosts: · Elliott Zaagman – @elliottzaagman · James Hull – @jameshullx, longhedge blog Editor Peter Isachenko Podcast information: · iTunes · Spotify · RSS Feed · Music: “Hey Ho” by Steve Jackson, Royalty Free Music In this episode, recorded June 14th, 2019 hosts Elliott Zaagman and James Hull discuss recent events in Hong Kong, proposed US legislation upping pressure on Hong Kong, and get into iQiyi and Tencent’s 1Q 2019 earnings (see James’ blog for corresponding charts). The China Tech Investor podcast is powered by Technode. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Hosts: · Elliott Zaagman – @elliottzaagman · James Hull – @jameshullx, longhedge blog Editor Peter Isachenko Podcast information: · iTunes · Spotify · RSS Feed · Music: “Hey Ho” by Steve Jackson, Royalty Free Music no full 28 5827e1c6-0113-146f-231f-ae777f25b9ef 27: Alibaba’s earnings and is this the end of the “China Hustle?” In this episode of the China Tech Investor Podcast powered by TechNode, James and Elliott dig into the quarterly earnings of Alibaba. They also discuss the trade war’s latest impact on markets, and the proposed legislation which would require Chinese firms listing in the US to undergo American auditing standards.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo
  • Meituan-Dianping

Hosts:

Editor

Podcast information:


]]> Tue, 11 Jun 2019 10:37:49 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/27-alibabas-earnings-and-is-this-the-end-of-the-china-hustle-TRvqVXXp In this episode of the China Tech Investor Podcast powered by TechNode, James and Elliott dig into the quarterly earnings of Alibaba. They also discuss the trade war’s latest impact on markets, and the proposed legislation which would require Chinese firms listing in the US to undergo American auditing standards.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo
  • Meituan-Dianping

Hosts:

Editor

Podcast information:


]]> 27: Alibaba’s earnings and is this the end of the “China Hustle?” TechNode 00:50:38 In this episode of the China Tech Investor Podcast powered by TechNode, James and Elliott dig into the quarterly earnings of Alibaba. They also discuss the trade war’s latest impact on markets, and the proposed legislation which would require Chinese firms listing in the US to undergo American auditing standards. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Hosts: Elliott Zaagman – @elliottzaagman James Hull – @jameshullx Editor Peter Isachenko Podcast information: iTunes Spotify RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music In this episode of the China Tech Investor Podcast powered by TechNode, James and Elliott dig into the quarterly earnings of Alibaba. They also discuss the trade war’s latest impact on markets, and the proposed legislation which would require Chinese firms listing in the US to undergo American auditing standards. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Hosts: Elliott Zaagman – @elliottzaagman James Hull – @jameshullx Editor Peter Isachenko Podcast information: iTunes Spotify RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music no full 27 a328673a-1487-309c-2687-0f1aa09aa244 26: Baidu’s unprofitable quarter and Pinduoduo keeps burning money In this episode of the China Tech Investor Podcast powered by TechNode, James and Elliott discuss the quarterly earnings reports of Baidu and Pinduoduo. For the quarter since their IPO in 2005, Baidu failed to report a profit, in the latest in what has been a disappointing string of events for the company known best for its popular search engine. For Pinduoduo, marketing expenses keep increasing, but are those investments paying off for the company?

Please. note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo
  • Meituan-Dianping

Hosts:

Podcast information:

]]> Thu, 6 Jun 2019 02:30:32 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/26-baidus-unprofitable-quarter-and-pinduoduo-keeps-burning-money-Lt8_Qubt In this episode of the China Tech Investor Podcast powered by TechNode, James and Elliott discuss the quarterly earnings reports of Baidu and Pinduoduo. For the quarter since their IPO in 2005, Baidu failed to report a profit, in the latest in what has been a disappointing string of events for the company known best for its popular search engine. For Pinduoduo, marketing expenses keep increasing, but are those investments paying off for the company?

Please. note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo
  • Meituan-Dianping

Hosts:

Podcast information:

]]> 26: Baidu’s unprofitable quarter and Pinduoduo keeps burning money TechNode 01:01:44 In this episode of the China Tech Investor Podcast powered by TechNode, James and Elliott discuss the quarterly earnings reports of Baidu and Pinduoduo. For the quarter since their IPO in 2005, Baidu failed to report a profit, in the latest in what has been a disappointing string of events for the company known best for its popular search engine. For Pinduoduo, marketing expenses keep increasing, but are those investments paying off for the company? Please. note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Hosts: Elliott Zaagman – @elliottzaagman James Hull – @jameshullx Podcast information: iTunes Spotify RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music In this episode of the China Tech Investor Podcast powered by TechNode, James and Elliott discuss the quarterly earnings reports of Baidu and Pinduoduo. For the quarter since their IPO in 2005, Baidu failed to report a profit, in the latest in what has been a disappointing string of events for the company known best for its popular search engine. For Pinduoduo, marketing expenses keep increasing, but are those investments paying off for the company? Please. note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Hosts: Elliott Zaagman – @elliottzaagman James Hull – @jameshullx Podcast information: iTunes Spotify RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music no full 26 a6a1ec43-e806-2a71-2f8b-bff9a0c24718 25: Live from Emerge—Huawei on the US Entities list with Paul Mozur In this special *live* episode, recorded May 23rd, 2019 at Technode’s inaugural Emerge event, hosts Elliott Zaagman and James Hull are joined by Paul Mozur, a technology reporter with the New York Times who covers tech companies, cybersecurity, censorship and the intersection of geopolitics and technology in Asia. What better to discuss with him than the “elephant in the room:” US Commerce Department adding Huawei to the Entities List?

The discussion around Huawei covers whether Huawei can survive being on the Entities List, Huawei’s consumer devices versus networking equipment, CFIUS, which companies are impacted, which companies could benefit the most, Google & Android OS, and features live Q&A from the audience.

The China Tech Investor podcast is powered by Technode.

Note: the hosts and guest do not claim ownership of the truth in the matters discussed. This was recorded before the President Trump tweet that suggested Huawei is on the table in the trade deal negotiations.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo
  • Meituan-Dianping

Guests:

Hosts:

Editor

Podcast information:

]]> Thu, 30 May 2019 01:49:51 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/25-live-from-emergehuawei-on-the-us-entities-list-with-paul-mozur-z7hJi06Y In this special *live* episode, recorded May 23rd, 2019 at Technode’s inaugural Emerge event, hosts Elliott Zaagman and James Hull are joined by Paul Mozur, a technology reporter with the New York Times who covers tech companies, cybersecurity, censorship and the intersection of geopolitics and technology in Asia. What better to discuss with him than the “elephant in the room:” US Commerce Department adding Huawei to the Entities List?

The discussion around Huawei covers whether Huawei can survive being on the Entities List, Huawei’s consumer devices versus networking equipment, CFIUS, which companies are impacted, which companies could benefit the most, Google & Android OS, and features live Q&A from the audience.

The China Tech Investor podcast is powered by Technode.

Note: the hosts and guest do not claim ownership of the truth in the matters discussed. This was recorded before the President Trump tweet that suggested Huawei is on the table in the trade deal negotiations.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo
  • Meituan-Dianping

Guests:

Hosts:

Editor

Podcast information:

]]> 25: Live from Emerge—Huawei on the US Entities list with Paul Mozur TechNode 00:41:50 In this special *live* episode, recorded May 23rd, 2019 at Technode’s inaugural Emerge event, hosts Elliott Zaagman and James Hull are joined by Paul Mozur, a technology reporter with the New York Times who covers tech companies, cybersecurity, censorship and the intersection of geopolitics and technology in Asia. What better to discuss with him than the “elephant in the room:” US Commerce Department adding Huawei to the Entities List? The discussion around Huawei covers whether Huawei can survive being on the Entities List, Huawei’s consumer devices versus networking equipment, CFIUS, which companies are impacted, which companies could benefit the most, Google & Android OS, and features live Q&A from the audience. The China Tech Investor podcast is powered by Technode. Note: the hosts and guest do not claim ownership of the truth in the matters discussed. This was recorded before the President Trump tweet that suggested Huawei is on the table in the trade deal negotiations. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Guests: Paul Mozur – The New York Times Hosts: Elliott Zaagman – @elliottzaagman James Hull – @jameshullx Editor Peter Isachenko Podcast information: iTunes Spotify RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music In this special *live* episode, recorded May 23rd, 2019 at Technode’s inaugural Emerge event, hosts Elliott Zaagman and James Hull are joined by Paul Mozur, a technology reporter with the New York Times who covers tech companies, cybersecurity, censorship and the intersection of geopolitics and technology in Asia. What better to discuss with him than the “elephant in the room:” US Commerce Department adding Huawei to the Entities List? The discussion around Huawei covers whether Huawei can survive being on the Entities List, Huawei’s consumer devices versus networking equipment, CFIUS, which companies are impacted, which companies could benefit the most, Google & Android OS, and features live Q&A from the audience. The China Tech Investor podcast is powered by Technode. Note: the hosts and guest do not claim ownership of the truth in the matters discussed. This was recorded before the President Trump tweet that suggested Huawei is on the table in the trade deal negotiations. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Guests: Paul Mozur – The New York Times Hosts: Elliott Zaagman – @elliottzaagman James Hull – @jameshullx Editor Peter Isachenko Podcast information: iTunes Spotify RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music no full 25 995f053d-9e3b-0d7d-07c6-d2d1de4e9b83 24: SoftBank's Vision Fund and peak tech with Shai Oster In this episode, recorded May 9th, 2019 hosts Elliott Zaagman and James Hull are joined by Shai Oster, Asia Bureau Chief of The Information, to discuss SoftBank, the potential Vision Fund IPO and what may be the top of the tech-infused market cycle.

The hosts also briefly touch on the ever-fluid trade rift, Trump tweets and discuss how gaming regulations, which prohibit blood in games, have turned Tencent’s mobile game, the Battle Royale shooter PUBG, into Game of Peace (or Peace Elite) and the funny reactions on Weibo.

The China Tech Investor podcast is powered by Technode.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo
  • Meituan-Dianping

Guests:

Hosts:

Editor

Podcast information:

]]> Wed, 15 May 2019 08:47:21 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/24-softbanks-vision-fund-and-peak-tech-with-shai-oster-ti60kV8b In this episode, recorded May 9th, 2019 hosts Elliott Zaagman and James Hull are joined by Shai Oster, Asia Bureau Chief of The Information, to discuss SoftBank, the potential Vision Fund IPO and what may be the top of the tech-infused market cycle.

The hosts also briefly touch on the ever-fluid trade rift, Trump tweets and discuss how gaming regulations, which prohibit blood in games, have turned Tencent’s mobile game, the Battle Royale shooter PUBG, into Game of Peace (or Peace Elite) and the funny reactions on Weibo.

The China Tech Investor podcast is powered by Technode.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo
  • Meituan-Dianping

Guests:

Hosts:

Editor

Podcast information:

]]> 24: SoftBank's Vision Fund and peak tech with Shai Oster TechNode 00:55:44 In this episode, recorded May 9th, 2019 hosts Elliott Zaagman and James Hull are joined by Shai Oster, Asia Bureau Chief of The Information, to discuss SoftBank, the potential Vision Fund IPO and what may be the top of the tech-infused market cycle. The hosts also briefly touch on the ever-fluid trade rift, Trump tweets and discuss how gaming regulations, which prohibit blood in games, have turned Tencent’s mobile game, the Battle Royale shooter PUBG, into Game of Peace (or Peace Elite) and the funny reactions on Weibo. The China Tech Investor podcast is powered by Technode. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Guests: Shai Oster – The Information Hosts: Elliott Zaagman – @elliottzaagman James Hull – @jameshullx Editor Peter Isachenko Podcast information: iTunes Spotify RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music In this episode, recorded May 9th, 2019 hosts Elliott Zaagman and James Hull are joined by Shai Oster, Asia Bureau Chief of The Information, to discuss SoftBank, the potential Vision Fund IPO and what may be the top of the tech-infused market cycle. The hosts also briefly touch on the ever-fluid trade rift, Trump tweets and discuss how gaming regulations, which prohibit blood in games, have turned Tencent’s mobile game, the Battle Royale shooter PUBG, into Game of Peace (or Peace Elite) and the funny reactions on Weibo. The China Tech Investor podcast is powered by Technode. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Guests: Shai Oster – The Information Hosts: Elliott Zaagman – @elliottzaagman James Hull – @jameshullx Editor Peter Isachenko Podcast information: iTunes Spotify RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music no full 23 34d12ab6-edeb-92f4-d50f-1e07cb056b4b 23: Is Luckin Coffee a real business? In this episode of the China Tech Investor Podcast powered by TechNode, our hosts welcome back Technode contributor Michael Norris to discuss the IPO of Luckin Coffee.

Luckin is hardly free of controversy. From a CMO who spent time in prison to a rapid expansion financed by an equally rapid cash burn, there are a lot of reasons for skepticism. However, their upside is still bound to draw the attention from investors who don’t want to miss out on what could very well be Starbucks’ most formidable competitor in China.

Read Michael’s previous work on Luckin:

Why it’s time to wake up and smell the coffee on Luckin

From jail to java: How Luckin’s CMO is hacking China’s coffee market

Luckin may not last, but its model will

As well as TechNode Editor-in-Chief's analysis of their IPO:

Is Luckin’s rushed IPO a path to sustainability or a pig in a poke?

At the beginning of the episode, James and Ell briefly discuss UXIN’s response to the damning accusations levied against them by Anne Stevenson-Yang and J Capital Research. Anne discussed her report on episode 22 of the podcast, and also issued a rebuttal to UXIN’s response. Listeners can read, and decide for themselves

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo
  • Meituan-Dianping

Guest:

Hosts:

Podcast information:

]]> Sun, 5 May 2019 07:33:28 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/23-is-luckin-coffee-a-real-business-cPMajjL6 In this episode of the China Tech Investor Podcast powered by TechNode, our hosts welcome back Technode contributor Michael Norris to discuss the IPO of Luckin Coffee.

Luckin is hardly free of controversy. From a CMO who spent time in prison to a rapid expansion financed by an equally rapid cash burn, there are a lot of reasons for skepticism. However, their upside is still bound to draw the attention from investors who don’t want to miss out on what could very well be Starbucks’ most formidable competitor in China.

Read Michael’s previous work on Luckin:

Why it’s time to wake up and smell the coffee on Luckin

From jail to java: How Luckin’s CMO is hacking China’s coffee market

Luckin may not last, but its model will

As well as TechNode Editor-in-Chief's analysis of their IPO:

Is Luckin’s rushed IPO a path to sustainability or a pig in a poke?

At the beginning of the episode, James and Ell briefly discuss UXIN’s response to the damning accusations levied against them by Anne Stevenson-Yang and J Capital Research. Anne discussed her report on episode 22 of the podcast, and also issued a rebuttal to UXIN’s response. Listeners can read, and decide for themselves

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo
  • Meituan-Dianping

Guest:

Hosts:

Podcast information:

]]> 23: Is Luckin Coffee a real business? TechNode 01:12:56 In this episode of the China Tech Investor Podcast powered by TechNode, our hosts welcome back Technode contributor Michael Norris to discuss the IPO of Luckin Coffee. Luckin is hardly free of controversy. From a CMO who spent time in prison to a rapid expansion financed by an equally rapid cash burn, there are a lot of reasons for skepticism. However, their upside is still bound to draw the attention from investors who don’t want to miss out on what could very well be Starbucks’ most formidable competitor in China. Read Michael’s previous work on Luckin: Why it’s time to wake up and smell the coffee on Luckin From jail to java: How Luckin’s CMO is hacking China’s coffee market Luckin may not last, but its model will As well as TechNode Editor-in-Chief's analysis of their IPO: Is Luckin’s rushed IPO a path to sustainability or a pig in a poke? At the beginning of the episode, James and Ell briefly discuss UXIN’s response to the damning accusations levied against them by Anne Stevenson-Yang and J Capital Research. Anne discussed her report on episode 22 of the podcast, and also issued a rebuttal to UXIN’s response. Listeners can read, and decide for themselves Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Guest: Michael Norris Hosts: Elliott Zaagman – @elliottzaagman James Hull – @jameshullx Podcast information: Spotify iTunes RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music In this episode of the China Tech Investor Podcast powered by TechNode, our hosts welcome back Technode contributor Michael Norris to discuss the IPO of Luckin Coffee. Luckin is hardly free of controversy. From a CMO who spent time in prison to a rapid expansion financed by an equally rapid cash burn, there are a lot of reasons for skepticism. However, their upside is still bound to draw the attention from investors who don’t want to miss out on what could very well be Starbucks’ most formidable competitor in China. Read Michael’s previous work on Luckin: Why it’s time to wake up and smell the coffee on Luckin From jail to java: How Luckin’s CMO is hacking China’s coffee market Luckin may not last, but its model will As well as TechNode Editor-in-Chief's analysis of their IPO: Is Luckin’s rushed IPO a path to sustainability or a pig in a poke? At the beginning of the episode, James and Ell briefly discuss UXIN’s response to the damning accusations levied against them by Anne Stevenson-Yang and J Capital Research. Anne discussed her report on episode 22 of the podcast, and also issued a rebuttal to UXIN’s response. Listeners can read, and decide for themselves Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Guest: Michael Norris Hosts: Elliott Zaagman – @elliottzaagman James Hull – @jameshullx Podcast information: Spotify iTunes RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music no full 23 fcf100b9-2b07-5dde-31f8-4507baaca481 22: Livestreaming fashion and the dangers of stock-picking with Jordan Schneider It’s crossover episode time! Ell and James sit down with Jordan Schneider from the China Econtalk Podcast to discuss livestreaming fashion in China, Facebook vs Wechat, and the risks of stock-picking.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo
  • Meituan-Dianping

Guest:

Hosts:

Podcast information:

]]> Mon, 29 Apr 2019 03:19:46 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/22-livestreaming-fashion-and-the-dangers-of-stock-picking-with-jordan-schneider-Afc5yXRh It’s crossover episode time! Ell and James sit down with Jordan Schneider from the China Econtalk Podcast to discuss livestreaming fashion in China, Facebook vs Wechat, and the risks of stock-picking.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo
  • Meituan-Dianping

Guest:

Hosts:

Podcast information:

]]> 22: Livestreaming fashion and the dangers of stock-picking with Jordan Schneider TechNode 00:58:12 It’s crossover episode time! Ell and James sit down with Jordan Schneider from the China Econtalk Podcast to discuss livestreaming fashion in China, Facebook vs Wechat, and the risks of stock-picking. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Guest: Jordan Schneider - @jordschneider1 Hosts: Elliott Zaagman – @elliottzaagman James Hull – @jameshullx Podcast information: Spotify iTunes RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music It’s crossover episode time! Ell and James sit down with Jordan Schneider from the China Econtalk Podcast to discuss livestreaming fashion in China, Facebook vs Wechat, and the risks of stock-picking. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Guest: Jordan Schneider - @jordschneider1 Hosts: Elliott Zaagman – @elliottzaagman James Hull – @jameshullx Podcast information: Spotify iTunes RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music no full 22 83a38b7e-1915-5b53-abda-351dc79f5822 21: Why UXIN’s stock is a lemon with Anne Stevenson-Yang of J Capital Research In this episode of the China Tech Investor Podcast powered by TechNode, our hosts talk with the one and only Anne Stevenson-Yang, co-founder and research director at J Capital Research. Anne and her team at J Cap recently made headlines when they released a report accusing US-listed Chinese second-hand auto sales platform UXIN of fraud, recommending a short on their stock.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo
  • Meituan-Dianping

Guest:

Anne Stevenson-Yang - @doumenzi

Hosts:

Podcast information:

]]> Tue, 23 Apr 2019 05:18:54 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/21-why-uxins-stock-is-a-lemon-with-anne-stevenson-yang-of-j-capital-research-9o6ozasT In this episode of the China Tech Investor Podcast powered by TechNode, our hosts talk with the one and only Anne Stevenson-Yang, co-founder and research director at J Capital Research. Anne and her team at J Cap recently made headlines when they released a report accusing US-listed Chinese second-hand auto sales platform UXIN of fraud, recommending a short on their stock.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo
  • Meituan-Dianping

Guest:

Anne Stevenson-Yang - @doumenzi

Hosts:

Podcast information:

]]> 21: Why UXIN’s stock is a lemon with Anne Stevenson-Yang of J Capital Research TechNode 01:00:54 In this episode of the China Tech Investor Podcast powered by TechNode, our hosts talk with the one and only Anne Stevenson-Yang, co-founder and research director at J Capital Research. Anne and her team at J Cap recently made headlines when they released a report accusing US-listed Chinese second-hand auto sales platform UXIN of fraud, recommending a short on their stock. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Guest: Anne Stevenson-Yang - @doumenzi Hosts: Elliott Zaagman – @elliottzaagman James Hull – @jameshullx Podcast information: Spotify iTunes RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music In this episode of the China Tech Investor Podcast powered by TechNode, our hosts talk with the one and only Anne Stevenson-Yang, co-founder and research director at J Capital Research. Anne and her team at J Cap recently made headlines when they released a report accusing US-listed Chinese second-hand auto sales platform UXIN of fraud, recommending a short on their stock. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Guest: Anne Stevenson-Yang - @doumenzi Hosts: Elliott Zaagman – @elliottzaagman James Hull – @jameshullx Podcast information: Spotify iTunes RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music no full 21 f0c0373f-3908-97ea-753f-e303abfa8be7 20: Xiaomi's Q4 earnings and China's new tech board with Jacky Wong In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull talk about Xiaomi’s Q4 earnings report, as the company is selling more smart phones but experienced a jump in inventories at year end and more.

This episode also features an interview with Wall Street Journal’s Jacky Wong, where they discuss China’s new technology board and the implications for investors, companies and China’s capital markets.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo
  • Meituan-Dianping

Links:

Guests:

Hosts:

Editor

Podcast information:

]]> Wed, 17 Apr 2019 09:02:00 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/20-xiaomis-q4-earnings-and-chinas-new-tech-board-with-jacky-wong-bg2SIx1T In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull talk about Xiaomi’s Q4 earnings report, as the company is selling more smart phones but experienced a jump in inventories at year end and more.

This episode also features an interview with Wall Street Journal’s Jacky Wong, where they discuss China’s new technology board and the implications for investors, companies and China’s capital markets.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo
  • Meituan-Dianping

Links:

Guests:

Hosts:

Editor

Podcast information:

]]> 20: Xiaomi's Q4 earnings and China's new tech board with Jacky Wong TechNode 01:17:03 In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull talk about Xiaomi’s Q4 earnings report, as the company is selling more smart phones but experienced a jump in inventories at year end and more. This episode also features an interview with Wall Street Journal’s Jacky Wong, where they discuss China’s new technology board and the implications for investors, companies and China’s capital markets. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Links: Xiaomi Q4 earnings notes INSIGHTS: Shanghai tech board to push semiconductor independence Guests: Jacky Wong – Wall Street Journal Hosts: Elliott Zaagman - @elliottzaagman James Hull - @jameshullx Editor Peter Isachenko Podcast information: iTunes Spotify RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull talk about Xiaomi’s Q4 earnings report, as the company is selling more smart phones but experienced a jump in inventories at year end and more. This episode also features an interview with Wall Street Journal’s Jacky Wong, where they discuss China’s new technology board and the implications for investors, companies and China’s capital markets. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Links: Xiaomi Q4 earnings notes INSIGHTS: Shanghai tech board to push semiconductor independence Guests: Jacky Wong – Wall Street Journal Hosts: Elliott Zaagman - @elliottzaagman James Hull - @jameshullx Editor Peter Isachenko Podcast information: iTunes Spotify RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music no full 20 48751143-cabc-1c5e-2c47-9ab1b0e4584b 19: Tencent’s earnings and growing in mature market with Michael Norris (part 2/2)

In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull talk about Tencent’s Q4 earnings report, as the company attempts to prepare investors for their shifting business model.

This episode also features part 2 of an interview with AgencyChina’s Michael Norris, as they discuss future growth opportunities for companies such as Pinduoduo, Meituan-Dianping, and Didi.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

· Tencent

· Alibaba

· Baidu

· iQiyi

· Xiaomi

· JD.com

· Pinduoduo

· Meituan-Dianping

Guests:

Hosts:

Producer

Podcast information:

]]> Mon, 8 Apr 2019 03:13:03 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/19-tencents-earnings-and-growing-in-mature-market-with-michael-norris-part-22-p5eFmzGS

In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull talk about Tencent’s Q4 earnings report, as the company attempts to prepare investors for their shifting business model.

This episode also features part 2 of an interview with AgencyChina’s Michael Norris, as they discuss future growth opportunities for companies such as Pinduoduo, Meituan-Dianping, and Didi.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

· Tencent

· Alibaba

· Baidu

· iQiyi

· Xiaomi

· JD.com

· Pinduoduo

· Meituan-Dianping

Guests:

Hosts:

Producer

Podcast information:

]]> 19: Tencent’s earnings and growing in mature market with Michael Norris (part 2/2) TechNode 00:52:25 In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull talk about Tencent’s Q4 earnings report, as the company attempts to prepare investors for their shifting business model. This episode also features part 2 of an interview with AgencyChina’s Michael Norris, as they discuss future growth opportunities for companies such as Pinduoduo, Meituan-Dianping, and Didi. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Watchlist: · Tencent · Alibaba · Baidu · iQiyi · Xiaomi · JD.com · Pinduoduo · Meituan-Dianping Guests: Michael Norris – LinkedIn Hosts: Elliott Zaagman - @elliottzaagman James Hull - @jameshullx Producer Peter Isachenko Podcast information: iTunes Spotify RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull talk about Tencent’s Q4 earnings report, as the company attempts to prepare investors for their shifting business model. This episode also features part 2 of an interview with AgencyChina’s Michael Norris, as they discuss future growth opportunities for companies such as Pinduoduo, Meituan-Dianping, and Didi. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Watchlist: · Tencent · Alibaba · Baidu · iQiyi · Xiaomi · JD.com · Pinduoduo · Meituan-Dianping Guests: Michael Norris – LinkedIn Hosts: Elliott Zaagman - @elliottzaagman James Hull - @jameshullx Producer Peter Isachenko Podcast information: iTunes Spotify RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music no full 19 1c22217a-a8d6-ec2b-6e7d-0a62b94c8ca1 18: Growing in a mature market with Michael Norris (part 1/2) In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss live streaming, Pinduoduo’s results and cash flow conundrum and Meituan’s 2018 performance.

Michael Norris joins to share his insights on the companies we follow and his article “Growing in a mature market: Six directions for China’s tech giants”. Michael Norris is research and strategy manager at Agency China and a Technode contributor. This is first of two parts of the interview.

The discussion should not be construed as investment advice or a solicitation of services. Please note, the hosts may have positions in the companies discussed.

Links

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo
  • Meituan

Guests:

Hosts:

Podcast information:

]]> Mon, 25 Mar 2019 01:25:17 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/18-growing-in-a-mature-market-with-michael-norris-part-12-PS_s7_co In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss live streaming, Pinduoduo’s results and cash flow conundrum and Meituan’s 2018 performance.

Michael Norris joins to share his insights on the companies we follow and his article “Growing in a mature market: Six directions for China’s tech giants”. Michael Norris is research and strategy manager at Agency China and a Technode contributor. This is first of two parts of the interview.

The discussion should not be construed as investment advice or a solicitation of services. Please note, the hosts may have positions in the companies discussed.

Links

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo
  • Meituan

Guests:

Hosts:

Podcast information:

]]> 18: Growing in a mature market with Michael Norris (part 1/2) TechNode 01:09:22 In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss live streaming, Pinduoduo’s results and cash flow conundrum and Meituan’s 2018 performance. Michael Norris joins to share his insights on the companies we follow and his article “Growing in a mature market: Six directions for China’s tech giants”. Michael Norris is research and strategy manager at Agency China and a Technode contributor. This is first of two parts of the interview. The discussion should not be construed as investment advice or a solicitation of services. Please note, the hosts may have positions in the companies discussed. Links Growing in a mature market: Six directions for China’s tech giants Check out TechNode's network of podcasts Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan Guests: Michael Norris – LinkedIn Hosts: Elliott Zaagman - @elliottzaagman James Hull - @jameshullx Podcast information: iTunes Spotify RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss live streaming, Pinduoduo’s results and cash flow conundrum and Meituan’s 2018 performance. Michael Norris joins to share his insights on the companies we follow and his article “Growing in a mature market: Six directions for China’s tech giants”. Michael Norris is research and strategy manager at Agency China and a Technode contributor. This is first of two parts of the interview. The discussion should not be construed as investment advice or a solicitation of services. Please note, the hosts may have positions in the companies discussed. Links Growing in a mature market: Six directions for China’s tech giants Check out TechNode's network of podcasts Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan Guests: Michael Norris – LinkedIn Hosts: Elliott Zaagman - @elliottzaagman James Hull - @jameshullx Podcast information: iTunes Spotify RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music no full 18 692e9108-3bf5-142e-904d-5c56177b0a24 17: JD's strong earnings and Alibaba vs Tencent with Tim Culpan In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss JD’s surprisingly positive earnings report, and invite Bloomberg’s Tim Culpan on to discuss Alibaba and Tencent’s power struggle at the “Goldman Sachs of China,” and get deep into the balance sheets of Chinese tech companies.

The discussion should not be construed as investment advice or a solicitation of services. Please note, the hosts may have positions in the companies discussed.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo
  • Meituan Dianping

Guests:

Hosts:

Podcast information:

]]> Thu, 7 Mar 2019 09:09:52 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/17-jds-strong-earnings-and-alibaba-vs-tencent-with-tim-culpan-61xbQetO In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss JD’s surprisingly positive earnings report, and invite Bloomberg’s Tim Culpan on to discuss Alibaba and Tencent’s power struggle at the “Goldman Sachs of China,” and get deep into the balance sheets of Chinese tech companies.

The discussion should not be construed as investment advice or a solicitation of services. Please note, the hosts may have positions in the companies discussed.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo
  • Meituan Dianping

Guests:

Hosts:

Podcast information:

]]> 17: JD's strong earnings and Alibaba vs Tencent with Tim Culpan TechNode 01:11:58 In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss JD’s surprisingly positive earnings report, and invite Bloomberg’s Tim Culpan on to discuss Alibaba and Tencent’s power struggle at the “Goldman Sachs of China,” and get deep into the balance sheets of Chinese tech companies. The discussion should not be construed as investment advice or a solicitation of services. Please note, the hosts may have positions in the companies discussed. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan Dianping Guests: Tim Culpan - @tculpan Hosts: Elliott Zaagman - @elliottzaagman James Hull - @jameshullx Podcast information: RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss JD’s surprisingly positive earnings report, and invite Bloomberg’s Tim Culpan on to discuss Alibaba and Tencent’s power struggle at the “Goldman Sachs of China,” and get deep into the balance sheets of Chinese tech companies. The discussion should not be construed as investment advice or a solicitation of services. Please note, the hosts may have positions in the companies discussed. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan Dianping Guests: Tim Culpan - @tculpan Hosts: Elliott Zaagman - @elliottzaagman James Hull - @jameshullx Podcast information: RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music no full 17 5acf00f6-4960-7e50-b610-9e7d4646ebfe 16: Bytedance's Shanghai IPO, Meituan Dianping added to the watch list In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss ByteDance allegedly asked to IPO on Shanghai’s tech board, gaming regulations (again!), Blackrock upping its stake in JD and Baidu & iQiyi’s Q4’2018 earnings.

Emma Lee joins to discuss and add Meituan-Dianping (HKEx: 3690) to our watchlist. Emma Lee is Shanghai-based tech writer, covering startups and tech happenings in China and Asia in general.

The discussion should not be construed as investment advice or a solicitation of services. Please note, the hosts may have positions in the companies discussed.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo
  • Meituan Dianping (new!)

Guests:

Hosts:

Podcast information:

]]> Wed, 27 Feb 2019 04:00:07 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/16-bytedances-shanghai-ipo-meituan-dianping-added-to-the-watch-list-EuXceSJT In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss ByteDance allegedly asked to IPO on Shanghai’s tech board, gaming regulations (again!), Blackrock upping its stake in JD and Baidu & iQiyi’s Q4’2018 earnings.

Emma Lee joins to discuss and add Meituan-Dianping (HKEx: 3690) to our watchlist. Emma Lee is Shanghai-based tech writer, covering startups and tech happenings in China and Asia in general.

The discussion should not be construed as investment advice or a solicitation of services. Please note, the hosts may have positions in the companies discussed.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo
  • Meituan Dianping (new!)

Guests:

Hosts:

Podcast information:

]]> 16: Bytedance's Shanghai IPO, Meituan Dianping added to the watch list TechNode 01:10:22 In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss ByteDance allegedly asked to IPO on Shanghai’s tech board, gaming regulations (again!), Blackrock upping its stake in JD and Baidu & iQiyi’s Q4’2018 earnings. Emma Lee joins to discuss and add Meituan-Dianping (HKEx: 3690) to our watchlist. Emma Lee is Shanghai-based tech writer, covering startups and tech happenings in China and Asia in general. The discussion should not be construed as investment advice or a solicitation of services. Please note, the hosts may have positions in the companies discussed. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan Dianping (new!) Guests: Emma Lee - @EmmaLee12345 Hosts: Elliott Zaagman - @elliottzaagman James Hull - @jameshullx Podcast information: RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss ByteDance allegedly asked to IPO on Shanghai’s tech board, gaming regulations (again!), Blackrock upping its stake in JD and Baidu & iQiyi’s Q4’2018 earnings. Emma Lee joins to discuss and add Meituan-Dianping (HKEx: 3690) to our watchlist. Emma Lee is Shanghai-based tech writer, covering startups and tech happenings in China and Asia in general. The discussion should not be construed as investment advice or a solicitation of services. Please note, the hosts may have positions in the companies discussed. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan Dianping (new!) Guests: Emma Lee - @EmmaLee12345 Hosts: Elliott Zaagman - @elliottzaagman James Hull - @jameshullx Podcast information: RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music no full 16 ba2d501a-9902-f09b-c791-df0b23dd17fa 15: Tencent buys part of Reddit and common reporting standards In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull talk about Tencent’s investment in Reddit and the potential for China’s adoption of common reporting standards to pay the way for more open capital flows. They also discuss Xiaomi’s continued success in India, Pinduoduo raising more cash, and Chinese tech giants’ big spring festival hongbao giveaways.


Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.


Watchlist:

· Tencent

· Alibaba

· Baidu

· iQiyi

· Xiaomi

· JD.com

· Pinduoduo


Hosts:

· Elliott Zaagman – @elliottzaagman

· James Hull – @jameshullx


Podcast information:

· iTunes

· RSS Feed

· Music: “Hey Ho” by Steve Jackson, Royalty Free Music

]]> Sun, 17 Feb 2019 04:37:21 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/15-tencent-buys-part-of-reddit-and-common-reporting-standards-q8B1hBFd In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull talk about Tencent’s investment in Reddit and the potential for China’s adoption of common reporting standards to pay the way for more open capital flows. They also discuss Xiaomi’s continued success in India, Pinduoduo raising more cash, and Chinese tech giants’ big spring festival hongbao giveaways.


Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.


Watchlist:

· Tencent

· Alibaba

· Baidu

· iQiyi

· Xiaomi

· JD.com

· Pinduoduo


Hosts:

· Elliott Zaagman – @elliottzaagman

· James Hull – @jameshullx


Podcast information:

· iTunes

· RSS Feed

· Music: “Hey Ho” by Steve Jackson, Royalty Free Music

]]> 15: Tencent buys part of Reddit and common reporting standards TechNode 01:10:40 In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull talk about Tencent’s investment in Reddit and the potential for China’s adoption of common reporting standards to pay the way for more open capital flows. They also discuss Xiaomi’s continued success in India, Pinduoduo raising more cash, and Chinese tech giants’ big spring festival hongbao giveaways. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Watchlist: · Tencent · Alibaba · Baidu · iQiyi · Xiaomi · JD.com · Pinduoduo Hosts: · Elliott Zaagman – @elliottzaagman · James Hull – @jameshullx Podcast information: · iTunes · RSS Feed · Music: “Hey Ho” by Steve Jackson, Royalty Free Music In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull talk about Tencent’s investment in Reddit and the potential for China’s adoption of common reporting standards to pay the way for more open capital flows. They also discuss Xiaomi’s continued success in India, Pinduoduo raising more cash, and Chinese tech giants’ big spring festival hongbao giveaways. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Watchlist: · Tencent · Alibaba · Baidu · iQiyi · Xiaomi · JD.com · Pinduoduo Hosts: · Elliott Zaagman – @elliottzaagman · James Hull – @jameshullx Podcast information: · iTunes · RSS Feed · Music: “Hey Ho” by Steve Jackson, Royalty Free Music no full 15 2cb9b3f5b95e467aac3d3427b8c236cb 14: Alibaba’s earnings and Chinese e-commerce in southeast Asia with Bernard Leong” In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull welcome Analyze Asia’s Bernard Leong on the show to talk about Chinese e-commerce firms, and their proxy wars as they fight over the southeast Asia market.

The guys also go over Alibaba’s quarterly earnings report, iQiyi’s regulatory roadblock, and whether this is a good time for Pinduoduo investors to sell high.

]]> Sun, 3 Feb 2019 02:38:53 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/14-alibabas-earnings-and-chinese-e-commerce-in-southeast-asia-with-bernard-leong-8ciUc2Xb In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull welcome Analyze Asia’s Bernard Leong on the show to talk about Chinese e-commerce firms, and their proxy wars as they fight over the southeast Asia market.

The guys also go over Alibaba’s quarterly earnings report, iQiyi’s regulatory roadblock, and whether this is a good time for Pinduoduo investors to sell high.

]]> 14: Alibaba’s earnings and Chinese e-commerce in southeast Asia with Bernard Leong” TechNode 01:19:35 In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull welcome Analyze Asia’s Bernard Leong on the show to talk about Chinese e-commerce firms, and their proxy wars as they fight over the southeast Asia market. The guys also go over Alibaba’s quarterly earnings report, iQiyi’s regulatory roadblock, and whether this is a good time for Pinduoduo investors to sell high. In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull welcome Analyze Asia’s Bernard Leong on the show to talk about Chinese e-commerce firms, and their proxy wars as they fight over the southeast Asia market. The guys also go over Alibaba’s quarterly earnings report, iQiyi’s regulatory roadblock, and whether this is a good time for Pinduoduo investors to sell high. no full 13 a165a0a758c9400d8fafbb7c92721fe7 13: Davos, Vancouver real estate, and entrepreneurship in China with Shlomo Freund Elliott Zaagman and James Hull discuss Vancouver real estate, Wang Qishan in Davos, make a prediction about Baidu and discuss other updates on the watchlist.

Shlomo Freund, the host of the China Business Cast, who has spent 15 years as a cross-border entrepreneur, joins to talk about entrepreneurship in China and managing personal finances to achieve life goals. Shlomo is currently a speaker and mentor, helping individuals eliminate money as a source of financial stress and achieve financial freedom.

]]> Sun, 27 Jan 2019 04:38:01 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/13-davos-vancouver-real-estate-and-entrepreneurship-in-china-with-shlomo-freund-VVCkOcFG Elliott Zaagman and James Hull discuss Vancouver real estate, Wang Qishan in Davos, make a prediction about Baidu and discuss other updates on the watchlist.

Shlomo Freund, the host of the China Business Cast, who has spent 15 years as a cross-border entrepreneur, joins to talk about entrepreneurship in China and managing personal finances to achieve life goals. Shlomo is currently a speaker and mentor, helping individuals eliminate money as a source of financial stress and achieve financial freedom.

]]> 13: Davos, Vancouver real estate, and entrepreneurship in China with Shlomo Freund TechNode 01:08:46 Elliott Zaagman and James Hull discuss Vancouver real estate, Wang Qishan in Davos, make a prediction about Baidu and discuss other updates on the watchlist. Shlomo Freund, the host of the China Business Cast, who has spent 15 years as a cross-border entrepreneur, joins to talk about entrepreneurship in China and managing personal finances to achieve life goals. Shlomo is currently a speaker and mentor, helping individuals eliminate money as a source of financial stress and achieve financial freedom. Elliott Zaagman and James Hull discuss Vancouver real estate, Wang Qishan in Davos, make a prediction about Baidu and discuss other updates on the watchlist. Shlomo Freund, the host of the China Business Cast, who has spent 15 years as a cross-border entrepreneur, joins to talk about entrepreneurship in China and managing personal finances to achieve life goals. Shlomo is currently a speaker and mentor, helping individuals eliminate money as a source of financial stress and achieve financial freedom. no full 12 e7da01a53e0247a185aa825c22c25de6 12: Huawei’s dilemma and the shrinking smartphone pie In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss the statements of Huawei founder and figurehead Ren Zhengfei, as his company becomes embroiled in controversy.

The guys also cover the battle for India’s smartphone users, WeChat vs Bytedance’s new messaging app, and how some of China’s richest businesspeople are attempting to protect their wealth.

]]> Fri, 18 Jan 2019 04:58:06 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/12-huaweis-dilemma-and-the-shrinking-smartphone-pie-9_Po_aXJ In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss the statements of Huawei founder and figurehead Ren Zhengfei, as his company becomes embroiled in controversy.

The guys also cover the battle for India’s smartphone users, WeChat vs Bytedance’s new messaging app, and how some of China’s richest businesspeople are attempting to protect their wealth.

]]> 12: Huawei’s dilemma and the shrinking smartphone pie TechNode 00:58:37 In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss the statements of Huawei founder and figurehead Ren Zhengfei, as his company becomes embroiled in controversy. The guys also cover the battle for India’s smartphone users, WeChat vs Bytedance’s new messaging app, and how some of China’s richest businesspeople are attempting to protect their wealth. In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss the statements of Huawei founder and figurehead Ren Zhengfei, as his company becomes embroiled in controversy. The guys also cover the battle for India’s smartphone users, WeChat vs Bytedance’s new messaging app, and how some of China’s richest businesspeople are attempting to protect their wealth. no full 11 36fb060a3f5c4425a5fb0a1550e8a0e4 11: Obnoxiously addictive short video apps with Masha Borak Elliott Zaagman and James Hull discuss Xiaomi’s stock slump, problems in the smartphone market, and the wave of layoffs in China tech.

They are also joined by Masha Borak. She recently spent a week immersed in content on 19 different Chinese short video apps, and lived to write about it! All joking aside, Masha shares her observations from her time on the apps and helps the guys understand their draw in China and abroad, as well as how they might be impacted by new regulations.

]]> Mon, 14 Jan 2019 04:20:09 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/11-obnoxiously-addictive-short-video-apps-with-masha-borak-tJffderX Elliott Zaagman and James Hull discuss Xiaomi’s stock slump, problems in the smartphone market, and the wave of layoffs in China tech.

They are also joined by Masha Borak. She recently spent a week immersed in content on 19 different Chinese short video apps, and lived to write about it! All joking aside, Masha shares her observations from her time on the apps and helps the guys understand their draw in China and abroad, as well as how they might be impacted by new regulations.

]]> 11: Obnoxiously addictive short video apps with Masha Borak TechNode 01:15:32 Elliott Zaagman and James Hull discuss Xiaomi’s stock slump, problems in the smartphone market, and the wave of layoffs in China tech. They are also joined by Masha Borak. She recently spent a week immersed in content on 19 different Chinese short video apps, and lived to write about it! All joking aside, Masha shares her observations from her time on the apps and helps the guys understand their draw in China and abroad, as well as how they might be impacted by new regulations. Elliott Zaagman and James Hull discuss Xiaomi’s stock slump, problems in the smartphone market, and the wave of layoffs in China tech. They are also joined by Masha Borak. She recently spent a week immersed in content on 19 different Chinese short video apps, and lived to write about it! All joking aside, Masha shares her observations from her time on the apps and helps the guys understand their draw in China and abroad, as well as how they might be impacted by new regulations. no full 10 75b82ce1495b4572a7bd8ee02e550ba8 10: The tech cold war with Paul Triolo In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull take a look back at some of the big events of 2018 and make some predictions about 2019, including the much-rumored Ant Financial IPO.

They are also joined by Paul Triolo, the Head of Global Technology Policy at Eurasia Group, to talk about the tech "Cold War." He has spent the better part of the past three decades focusing on China, the US, and the geopolitics of technology.

]]> Wed, 2 Jan 2019 10:30:51 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/10-the-tech-cold-war-with-paul-triolo-e_vPJB7U In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull take a look back at some of the big events of 2018 and make some predictions about 2019, including the much-rumored Ant Financial IPO.

They are also joined by Paul Triolo, the Head of Global Technology Policy at Eurasia Group, to talk about the tech "Cold War." He has spent the better part of the past three decades focusing on China, the US, and the geopolitics of technology.

]]> 10: The tech cold war with Paul Triolo TechNode 01:12:41 In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull take a look back at some of the big events of 2018 and make some predictions about 2019, including the much-rumored Ant Financial IPO. They are also joined by Paul Triolo, the Head of Global Technology Policy at Eurasia Group, to talk about the tech "Cold War." He has spent the better part of the past three decades focusing on China, the US, and the geopolitics of technology. In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull take a look back at some of the big events of 2018 and make some predictions about 2019, including the much-rumored Ant Financial IPO. They are also joined by Paul Triolo, the Head of Global Technology Policy at Eurasia Group, to talk about the tech "Cold War." He has spent the better part of the past three decades focusing on China, the US, and the geopolitics of technology. no full 9 74f0c1210d8a432a89121f51c56a08f7 09: Tech transfer concessions In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss Bytedance accusing Elliott's Chinese publisher of “malicious slander.” James and Elliott also dig into proposed reforms around tech transfer and look into the latest news with JD, Tencent, Alibaba, and more. 

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

]]> Sat, 29 Dec 2018 03:13:29 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/09-tech-transfer-concessions-bMw7nn1l In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss Bytedance accusing Elliott's Chinese publisher of “malicious slander.” James and Elliott also dig into proposed reforms around tech transfer and look into the latest news with JD, Tencent, Alibaba, and more. 

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

]]> 09: Tech transfer concessions TechNode 00:57:25 In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss Bytedance accusing Elliott's Chinese publisher of “malicious slander.” James and Elliott also dig into proposed reforms around tech transfer and look into the latest news with JD, Tencent, Alibaba, and more.  Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss Bytedance accusing Elliott's Chinese publisher of “malicious slander.” James and Elliott also dig into proposed reforms around tech transfer and look into the latest news with JD, Tencent, Alibaba, and more.  Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. no full 8 60a1719e1c8d4f51a1c6e017a20616dd 08: Relocating a factory from China, what to know Elliott Zaagman and James Hull discuss the upcoming China Economic Work Committee, central banks, Smartisan, Samsung factory closing, Baidu’s RMB 1B investment in mini-programs, and Xiaomi’s pivot back to China.

They also get into the gritty on relocating a factory with East West Associates’ Alex Bryant and Mark Plum: what goes into deciding to relocate, how the ASEAN countries compare with China, and more.

]]> Wed, 19 Dec 2018 09:09:47 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/08-relocating-a-factory-from-china-what-to-know-0kKYq8gz Elliott Zaagman and James Hull discuss the upcoming China Economic Work Committee, central banks, Smartisan, Samsung factory closing, Baidu’s RMB 1B investment in mini-programs, and Xiaomi’s pivot back to China.

They also get into the gritty on relocating a factory with East West Associates’ Alex Bryant and Mark Plum: what goes into deciding to relocate, how the ASEAN countries compare with China, and more.

]]> 08: Relocating a factory from China, what to know TechNode 01:09:25 Elliott Zaagman and James Hull discuss the upcoming China Economic Work Committee, central banks, Smartisan, Samsung factory closing, Baidu’s RMB 1B investment in mini-programs, and Xiaomi’s pivot back to China. They also get into the gritty on relocating a factory with East West Associates’ Alex Bryant and Mark Plum: what goes into deciding to relocate, how the ASEAN countries compare with China, and more. Elliott Zaagman and James Hull discuss the upcoming China Economic Work Committee, central banks, Smartisan, Samsung factory closing, Baidu’s RMB 1B investment in mini-programs, and Xiaomi’s pivot back to China. They also get into the gritty on relocating a factory with East West Associates’ Alex Bryant and Mark Plum: what goes into deciding to relocate, how the ASEAN countries compare with China, and more. no full 7 20289f25465a4535a1d1b6573a78a9cf 07: The Tencent Music IPO drama In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss Huawei, the SEC, the Tencent Music arbitration, Alibaba Pictures, Video Games Ethics committee, Baidu & iQiyi’s recent fund-raising activity, and possibility of mainland investors being able to buy Xiaomi’s shares through the HK stock connect.

]]> Wed, 12 Dec 2018 10:00:00 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/07-the-tencent-music-ipo-drama-cudXJAO_ In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss Huawei, the SEC, the Tencent Music arbitration, Alibaba Pictures, Video Games Ethics committee, Baidu & iQiyi’s recent fund-raising activity, and possibility of mainland investors being able to buy Xiaomi’s shares through the HK stock connect.

]]> 07: The Tencent Music IPO drama TechNode 00:56:08 In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss Huawei, the SEC, the Tencent Music arbitration, Alibaba Pictures, Video Games Ethics committee, Baidu & iQiyi’s recent fund-raising activity, and possibility of mainland investors being able to buy Xiaomi’s shares through the HK stock connect. In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss Huawei, the SEC, the Tencent Music arbitration, Alibaba Pictures, Video Games Ethics committee, Baidu & iQiyi’s recent fund-raising activity, and possibility of mainland investors being able to buy Xiaomi’s shares through the HK stock connect. no full 6 29eb1dd5c2ba4fcbbadf503c96dbb783 06: Trade agreements and communist party committees with Christopher Balding Elliott and James discuss the G20, party committees, and look at the cash burn (negative free cash flow) at four watchlist companies.

They are joined by Fulbright University professor and Bloomberg Opinion columnist Christopher Balding to discuss the Trump-Xi G20 meeting and party committees in Chinese companies.

The discussion should not be construed as investment advice or a solicitation of services. Please note, the hosts may have positions in the companies discussed.

]]> Wed, 5 Dec 2018 15:20:34 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/06-trade-agreements-and-communist-party-committees-with-christopher-balding-aDFltR9T Elliott and James discuss the G20, party committees, and look at the cash burn (negative free cash flow) at four watchlist companies.

They are joined by Fulbright University professor and Bloomberg Opinion columnist Christopher Balding to discuss the Trump-Xi G20 meeting and party committees in Chinese companies.

The discussion should not be construed as investment advice or a solicitation of services. Please note, the hosts may have positions in the companies discussed.

]]> 06: Trade agreements and communist party committees with Christopher Balding TechNode 01:15:47 Elliott and James discuss the G20, party committees, and look at the cash burn (negative free cash flow) at four watchlist companies. They are joined by Fulbright University professor and Bloomberg Opinion columnist Christopher Balding to discuss the Trump-Xi G20 meeting and party committees in Chinese companies. The discussion should not be construed as investment advice or a solicitation of services. Please note, the hosts may have positions in the companies discussed. Elliott and James discuss the G20, party committees, and look at the cash burn (negative free cash flow) at four watchlist companies. They are joined by Fulbright University professor and Bloomberg Opinion columnist Christopher Balding to discuss the Trump-Xi G20 meeting and party committees in Chinese companies. The discussion should not be construed as investment advice or a solicitation of services. Please note, the hosts may have positions in the companies discussed. no full 5 7c3a844cef674dc288bc5eeba418e840 05: JD and Xiaomi’s earnings & adding Pinduoduo with Xue Yujie In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss the good, the bad, and the ugly from the series of Q3 earnings reports published last week, with a special focus on watchlist companies JD and Xiaomi.

They are also joined by Sixth Tone business and technology reporter Xue Yijie as they add Pinduoduo to the watchlist, and discuss the rapidly-growing e-commerce firm whose founder describes as “Costco and Disneyland.”

]]> Wed, 28 Nov 2018 14:26:10 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/05-jd-and-xiaomis-earnings-adding-pinduoduo-with-xue-yujie-eGv2_YsN In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss the good, the bad, and the ugly from the series of Q3 earnings reports published last week, with a special focus on watchlist companies JD and Xiaomi.

They are also joined by Sixth Tone business and technology reporter Xue Yijie as they add Pinduoduo to the watchlist, and discuss the rapidly-growing e-commerce firm whose founder describes as “Costco and Disneyland.”

]]> 05: JD and Xiaomi’s earnings & adding Pinduoduo with Xue Yujie TechNode 01:05:15 In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss the good, the bad, and the ugly from the series of Q3 earnings reports published last week, with a special focus on watchlist companies JD and Xiaomi. They are also joined by Sixth Tone business and technology reporter Xue Yijie as they add Pinduoduo to the watchlist, and discuss the rapidly-growing e-commerce firm whose founder describes as “Costco and Disneyland.” In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss the good, the bad, and the ugly from the series of Q3 earnings reports published last week, with a special focus on watchlist companies JD and Xiaomi. They are also joined by Sixth Tone business and technology reporter Xue Yijie as they add Pinduoduo to the watchlist, and discuss the rapidly-growing e-commerce firm whose founder describes as “Costco and Disneyland.” no full 4 ff59b26e45664365ac90ad9e7bd9dc25 04: Caixin Summit & Tencent’s strategic upgrade with Matt Brennan Elliott and James are joined by Matt Brennan, co-founder of China Channel and one of the world's foremost experts on Tencent and WeChat.

Elliott and James begin discussing some topics from the 9th Caixin Summit’s open-door events: fintech and financial policy; benefits of China’s WTO membership; and US-China relations. In the watchlist segment, they discuss some highlights from Tencent’s Q3’2018 earnings call. Finally, they chat with Matt about Tencent’s strategic upgrade to the Industrial Inte

]]> Fri, 23 Nov 2018 02:24:58 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/04-caixin-summit-tencents-strategic-upgrade-with-matt-brennan-VIEoxGjL Elliott and James are joined by Matt Brennan, co-founder of China Channel and one of the world's foremost experts on Tencent and WeChat.

Elliott and James begin discussing some topics from the 9th Caixin Summit’s open-door events: fintech and financial policy; benefits of China’s WTO membership; and US-China relations. In the watchlist segment, they discuss some highlights from Tencent’s Q3’2018 earnings call. Finally, they chat with Matt about Tencent’s strategic upgrade to the Industrial Inte

]]> 04: Caixin Summit & Tencent’s strategic upgrade with Matt Brennan TechNode 00:52:46 Elliott and James are joined by Matt Brennan, co-founder of China Channel and one of the world's foremost experts on Tencent and WeChat. Elliott and James begin discussing some topics from the 9th Caixin Summit’s open-door events: fintech and financial policy; benefits of China’s WTO membership; and US-China relations. In the watchlist segment, they discuss some highlights from Tencent’s Q3’2018 earnings call. Finally, they chat with Matt about Tencent’s strategic upgrade to the Industrial Inte Elliott and James are joined by Matt Brennan, co-founder of China Channel and one of the world's foremost experts on Tencent and WeChat. Elliott and James begin discussing some topics from the 9th Caixin Summit’s open-door events: fintech and financial policy; benefits of China’s WTO membership; and US-China relations. In the watchlist segment, they discuss some highlights from Tencent’s Q3’2018 earnings call. Finally, they chat with Matt about Tencent’s strategic upgrade to the Industrial Inte no full 3 49341f3896b740628b3e81640cbd3401 03: Bytedance - The most valued unicorn in the world with Jon Russell Elliott Zaagman and James Hull discuss why investors should put 11.11 sales numbers in perspective and look at which companies on the watch list are most vulnerable to a recession or worsening trade tensions.

They are also joined by TechCrunch reporter Jon Russell, with whom they talk about Bytedance, Xiaomi, and the trend of international user acquisition.

]]> Thu, 15 Nov 2018 03:22:12 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/03-bytedance-the-most-valued-unicorn-in-the-world-with-jon-russell-9nhFoL3e Elliott Zaagman and James Hull discuss why investors should put 11.11 sales numbers in perspective and look at which companies on the watch list are most vulnerable to a recession or worsening trade tensions.

They are also joined by TechCrunch reporter Jon Russell, with whom they talk about Bytedance, Xiaomi, and the trend of international user acquisition.

]]> 03: Bytedance - The most valued unicorn in the world with Jon Russell TechNode 01:07:37 Elliott Zaagman and James Hull discuss why investors should put 11.11 sales numbers in perspective and look at which companies on the watch list are most vulnerable to a recession or worsening trade tensions. They are also joined by TechCrunch reporter Jon Russell, with whom they talk about Bytedance, Xiaomi, and the trend of international user acquisition. Elliott Zaagman and James Hull discuss why investors should put 11.11 sales numbers in perspective and look at which companies on the watch list are most vulnerable to a recession or worsening trade tensions. They are also joined by TechCrunch reporter Jon Russell, with whom they talk about Bytedance, Xiaomi, and the trend of international user acquisition. no full 2 36669feed50b4b6cb94bb4f2e383b3a2 02: Adding JD to the watchlist with Rui Ma In the second episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss a new addition to their watchlist with Rui Ma from the Techbuzz China podcast. They also discuss October, trading psychology, and recent earnings releases by iQiyi, Baidu and Alibaba.

As always, the hosts may have interest in some of the stocks discussed.

Please note, the discussion should not be construed as investment advice or a solicitation of services.

]]> Tue, 6 Nov 2018 11:34:34 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/02-adding-jd-to-the-watchlist-with-rui-ma-psh__2KH In the second episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss a new addition to their watchlist with Rui Ma from the Techbuzz China podcast. They also discuss October, trading psychology, and recent earnings releases by iQiyi, Baidu and Alibaba.

As always, the hosts may have interest in some of the stocks discussed.

Please note, the discussion should not be construed as investment advice or a solicitation of services.

]]> 02: Adding JD to the watchlist with Rui Ma TechNode 00:55:49 In the second episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss a new addition to their watchlist with Rui Ma from the Techbuzz China podcast. They also discuss October, trading psychology, and recent earnings releases by iQiyi, Baidu and Alibaba. As always, the hosts may have interest in some of the stocks discussed. Please note, the discussion should not be construed as investment advice or a solicitation of services. In the second episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss a new addition to their watchlist with Rui Ma from the Techbuzz China podcast. They also discuss October, trading psychology, and recent earnings releases by iQiyi, Baidu and Alibaba. As always, the hosts may have interest in some of the stocks discussed. Please note, the discussion should not be construed as investment advice or a solicitation of services. no full 1 279f36fefc464bfaaf4b77d20d02203e 01: Welcome to the China Tech Investor podcast On the inaugural episode of the China Tech Investor Podcast powered by Technode, hosts Elliott Zaagman and James Hull discuss their reasons for starting the podcast, and identify the first five companies on their list of Chinese tech stocks to watch.

As always, the hosts may have interest in some of the stocks discussed.

Please note, the discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
]]> Tue, 30 Oct 2018 07:40:32 +0000 john.artman@technode.com (TechNode) https://chinatechinvestor.simplecast.com/episodes/01-welcome-to-the-china-tech-investor-podcast-6__8qUhH On the inaugural episode of the China Tech Investor Podcast powered by Technode, hosts Elliott Zaagman and James Hull discuss their reasons for starting the podcast, and identify the first five companies on their list of Chinese tech stocks to watch.

As always, the hosts may have interest in some of the stocks discussed.

Please note, the discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
]]> 01: Welcome to the China Tech Investor podcast TechNode 00:53:35 On the inaugural episode of the China Tech Investor Podcast powered by Technode, hosts Elliott Zaagman and James Hull discuss their reasons for starting the podcast, and identify the first five companies on their list of Chinese tech stocks to watch. As always, the hosts may have interest in some of the stocks discussed. Please note, the discussion should not be construed as investment advice or a solicitation of services. Watchlist: - Tencent - Alibaba - Baidu - iQiyi - Xiaomi On the inaugural episode of the China Tech Investor Podcast powered by Technode, hosts Elliott Zaagman and James Hull discuss their reasons for starting the podcast, and identify the first five companies on their list of Chinese tech stocks to watch. As always, the hosts may have interest in some of the stocks discussed. Please note, the discussion should not be construed as investment advice or a solicitation of services. Watchlist: - Tencent - Alibaba - Baidu - iQiyi - Xiaomi no full 0