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  • 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:

    TencentAlibabaBaiduBilibiliXiaomiJDPinduoduoMeituan-DianpingKuaishou

    Hosts:

    Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullx

    Guest:

    Kendra Schaefer - @kendraschaefer

    Editor:

    Peter Isachenko

    Podcast information:

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

    TencentAlibabaBaiduBilibiliXiaomiJDPinduoduoMeituan-DianpingKuaishou

    Hosts:

    Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullx

    Guest:

    Emma Lee - TechNode

    Editor:

    Peter Isachenko

    Podcast information:

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

    TencentAlibabaBaiduBilibiliXiaomiJDPinduoduoMeituan-DianpingKuaishou

    Hosts:

    Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullx

    Guest:

    Michael Norris - @briefnorris

    Editor:

    Peter Isachenko

    Podcast information:

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

    TencentAlibabaBaiduBilibiliXiaomiJDPinduoduoMeituan-DianpingKuaishou

    Hosts:

    Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullx

    Guest:

    Zheping Huang - @pingroma

    Editor:

    Peter Isachenko

    Podcast information:

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

    TencentAlibabaBaiduBilibiliXiaomiJDPinduoduoMeituan-DianpingKuaishou

    Hosts:

    Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullx

    Guest:

    Stewart Randall - @stewrandall

    Editor:

    Peter Isachenko

    Podcast information:

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

    TencentAlibabaBaiduBilibiliXiaomiJDPinduoduoMeituan-DianpingKuaishou

    Hosts:

    Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullx

    Guest:

    Zeyi Yang - @zeyiyang

    Editor:

    Peter Isachenko

    Podcast information:

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

    TencentAlibabaBaiduBilibiliXiaomiJDPinduoduoMeituan-DianpingKuaishou

    Hosts:

    Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullx

    Guest:

    Michael Norris - @briefnorris

    Editor:

    Peter Isachenko

    Podcast information:

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

    TencentAlibabaBaiduBilibiliXiaomiJDPinduoduoMeituan-Dianping

    Hosts:

    Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullx

    Guest:

    Angela Huyue Zhang – @AngelaZhangHK

    Editor:

    Peter Isachenko

    Podcast information:

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

    TencentAlibabaBaiduBilibiliXiaomiJDPinduoduoMeituan-Dianping

    Hosts:

    Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullx

    Guest:

    Eliza Gkritsi - @egreechee

    Editor:

    Peter Isachenko

    Podcast information:

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

    TencentAlibabaBaiduBilibiliXiaomiJDPinduoduoMeituan-Dianping

    Hosts:

    Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullx

    Guest:

    Michael Norris - @briefnorris

    Editor:

    Peter Isachenko

    Podcast information:

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

    TencentAlibabaBaiduBilibiliXiaomiJDPinduoduoMeituan-Dianping

    Hosts:

    Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullx

    Editor:

    Peter Isachenko

    Podcast information:

    iTunesSpotifyRSS Feed
  • 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:

    TencentAlibabaBaiduBilibiliXiaomiJDPinduoduoMeituan-Dianping

    Hosts:

    Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullx

    Guest:

    Capucine Cogné

    Editor:

    Peter Isachenko

    Podcast information:

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

    TencentAlibabaBaiduBilibiliXiaomiJDPinduoduoMeituan-Dianping

    Hosts:

    Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullx

    Guest:

    Tu Le - @sinoautoinsight

    Editor:

    Peter Isachenko

    Podcast information:

    iTunesSpotifyRSS Feed

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

  • 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:

    TencentAlibabaBaiduiQiyiXiaomiJDPinduoduoMeituan-DianpingLuckin Coffee

    Hosts:

    Elliott Zaagman – @elliottzaagmanJames Hull – @jameshullx

    Guest:

    Michael Norris — @briefnorris

    Editor:

    Peter Isachenko

    Podcast information:

    iTunesSpotifyRSS Feed

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

  • 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:

    TencentAlibabaBaiduiQiyiXiaomiJDPinduoduoMeituan-DianpingLuckin Coffee

    Hosts:

    Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullx

    Guest:

    Matthew Brennan– @mbrennanchina

    Editor:

    Peter Isachenko

    Podcast information:

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

    TencentAlibabaBaiduiQiyiXiaomiJDPinduoduoMeituan-DianpingLuckin Coffee

    Hosts:

    Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullx

    Guest:

    Joe Ridsdale– @Ridsdalejoe

    Editor:

    Peter Isachenko

    Podcast information:

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

    TencentAlibabaBaiduiQiyiXiaomiJDPinduoduoMeituan-DianpingLuckin Coffee

    Hosts:

    Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullx

    Guest:

    Bryan Ma– @bryanbma

    Editor:

    Peter Isachenko

    Podcast information:

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

    TencentAlibabaBaiduiQiyiXiaomiJDPinduoduoMeituan-DianpingLuckin Coffee

    Hosts:

    Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullx

    Guest:

    None

    Editor

    Peter Isachenko

    Podcast information:

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

    TencentAlibabaBaiduiQiyiXiaomiJDPinduoduoMeituan-DianpingLuckin Coffee

    Hosts:

    Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullx

    Guest:

    Michael Norris— @briefnorris

    Editor

    Peter Isachenko

    Podcast information:

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

    TencentAlibabaBaiduiQiyiXiaomiJDPinduoduoMeituan-DianpingLuckin Coffee

    Hosts:

    Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullx

    Guest:

    Kevin Xu - @kevinsxu

    Editor

    Peter Isachenko

    Podcast information:

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