Podcasts Technology China Tech Investor
China Tech Investor

China Tech Investor

70 episodes

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

Podcasts

CTI 84: Can Chinas data regulations foster both security and development? With Tom Nunlist

Published: Dec. 9, 2021, 9:20 a.m.
Duration: 47 minutes 46 seconds

Listed in: Technology

CTI 83: Earnings, Baidu, Tencent and Alibaba with Michael Norris

Published: Nov. 26, 2021, 6:48 a.m.
Duration: 1 hour 26 minutes 4 seconds

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CTI 82: Will online gaming remain a pillar of Chinas digital economy?

Published: Oct. 29, 2021, 3:53 a.m.
Duration: 1 hour 7 minutes 6 seconds

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CTI 81: Evergrande: How we got here, and what it means, with Ming Zhao

Published: Sept. 29, 2021, 4:30 a.m.
Duration: 51 minutes 53 seconds

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CTI 80: Breaking down Chinas tech regulation (thus far), with John Artman

Published: Sept. 17, 2021, 8:44 a.m.
Duration: 1 hour 4 minutes 2 seconds

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CTI 79: Kuaishou, Tencent, and Xiaomi earnings, with Michael Norris

Published: Sept. 3, 2021, 9:32 a.m.
Duration: 1 hour 16 minutes 7 seconds

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CTI 78: Didis evolving saga and Beijings regulatory ambitions, with Kendra Schaefer

Published: July 29, 2021, 11:44 a.m.
Duration: 1 hour 6 minutes 27 seconds

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CTI 77: MissFresh and Dingdong Maicai, with Emma Lee

Published: July 8, 2021, 7:25 a.m.
Duration: 1 hour 4 minutes 13 seconds

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CTI 76: Baidu, Tencent, and JD earnings, with Michael Norris

Published: June 10, 2021, 7:40 a.m.
Duration: 1 hour 17 minutes 14 seconds

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CTI 75: The past, present, and future of Bytedance, with Zheping Huang (plus Kuaishou earnings)

Published: May 28, 2021, 7:29 a.m.
Duration: 1 hour 7 minutes 55 seconds

Listed in: Technology

CTI 74: Chinas evolving semiconductor landscape, with Stewart Randall

Published: May 12, 2021, 7:23 a.m.
Duration: 1 hour 5 minutes 41 seconds

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CTI 73: Zhihu is a household name in China. But will it pay off for shareholders? With Zeyi Yang

Published: April 12, 2021, 9:52 a.m.
Duration: 36 minutes 42 seconds

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CTI 72: Pinduoduo, Kuaishou, and Meituan earnings, plus listener questions, with Michael Norris

Published: April 2, 2021, 6:29 a.m.
Duration: 1 hour 25 minutes 46 seconds

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CTI 71: Chinese Antritrust Exceptionalism, with Angela Huyue Zhang

Published: March 19, 2021, 11:11 a.m.
Duration: 1 hour 1 minute 46 seconds

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CTI 70: Ant Group, DCEP, crypto mining, and all things China fintech with Eliza Gkritsi

Published: Feb. 26, 2021, 6:42 a.m.
Duration: 59 minutes 44 seconds

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CTI 69: Is Kuaishou just a smaller version of Bytedance? Or is it something more? With Michael Norris

Published: Feb. 9, 2021, 8:51 a.m.
Duration: 1 hour 2 minutes 2 seconds

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CTI 68: From Alibaba & Ant to Xiaomi: Looking back at 2020, forward to 2021

Published: Jan. 19, 2021, 8:54 a.m.
Duration: 52 minutes 40 seconds

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CTI 67: The boom and bust of Chinas 'second landlords,' with Capucine Cogne

Published: Dec. 23, 2020, 8:51 a.m.
Duration: 50 minutes 28 seconds

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CTI 66: EV makers got a big charge in 2020, with Tu Le

Published: Dec. 15, 2020, 9:59 a.m.
Duration: 1 hour 1 minute 41 seconds

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CTI 65: Strong quarters for Bilibili, Pinduoduo, and Tencent, with Michael Norris

Published: Dec. 1, 2020, 5:51 a.m.
Duration: 1 hour 8 minutes 12 seconds

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CTI 64: How Bytedance Built an 'Attention Factory,' with Matthew Brennan

Published: Nov. 13, 2020, 8:13 a.m.
Duration: 57 minutes 46 seconds

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CTI 63: Why the short sellers are targeting GSX, with Joe Ridsdale

Published: Nov. 5, 2020, 9:32 a.m.
Duration: 1 hour 8 minutes 4 seconds

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CTI 62: Xiaomis resilience, with Bryan Ma

Published: Oct. 17, 2020, 2:25 p.m.
Duration: 42 minutes 34 seconds

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61: Ant Group is really big, and really confusing

Published: Sept. 25, 2020, 3:46 a.m.
Duration: 1 hour 6 minutes 17 seconds

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60: Breaking down quarterly earnings from BABA, JD, and PDD

Published: Sept. 1, 2020, 5:55 a.m.
Duration: 1 hour 17 minutes 53 seconds

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59: Chinas cloud landscape, with Kevin Xu

Published: Aug. 26, 2020, 5:32 a.m.
Duration: 1 hour 49 seconds

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58: Are China and India getting a tech divorce? With Dev Lewis

Published: Aug. 3, 2020, 1:07 a.m.
Duration: 1 hour 7 minutes 40 seconds

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57: Tom Orlik on why the China bubble never seems to pop

Published: July 21, 2020, 3:25 a.m.
Duration: 1 hour 12 minutes 45 seconds

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56: Alibaba, Bilibili, and Pinduoduo earnings, plus what to expect if Chinese companies delist from the US

Published: June 19, 2020, 7:13 a.m.
Duration: 56 minutes 58 seconds

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55: Tencent earnings, Pinduoduos 20-F, and digital currency in China with Wolfie Zhao

Published: May 22, 2020, 2:46 a.m.
Duration: 1 hour 14 minutes 53 seconds

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54: After Luckin, fraud will still be a problem. With Wei Sheng

Published: April 30, 2020, 2:41 p.m.
Duration: 53 minutes 56 seconds

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53: How COVID-19 is a 'new retail' tipping point, with Michael Zakkour

Published: April 22, 2020, 7:12 a.m.
Duration: 1 hour 4 minutes 44 seconds

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52: Luckin - The writing was on the wall with Michael Norris

Published: April 7, 2020, 3:42 a.m.
Duration: 57 minutes 25 seconds

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51: Tencent, JD, PDD earnings, and Jeffrey Towson discusses the battle royale for services.

Published: March 26, 2020, 4:46 a.m.
Duration: 1 hour 11 minutes 24 seconds

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50: The coronavirus sell-off, and earnings from Alibaba, Baidu, and iQiyi

Published: March 4, 2020, 3:23 a.m.
Duration: 1 hour 15 minutes 11 seconds

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49: Huawei, Google, and the splinternet, with Wei Sheng

Published: Feb. 26, 2020, 2:53 a.m.
Duration: 50 minutes 12 seconds

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48: The coronavirus ripple effect, with Marcus Ryder

Published: Feb. 6, 2020, 8:17 a.m.
Duration: 45 minutes 56 seconds

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47: Xiaomi, 5G, Bytedance, and other incredible predictions for 2020, with Wang Boyuan

Published: Jan. 17, 2020, 7:54 a.m.
Duration: 55 minutes 34 seconds

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46: 2019s biggest winners and losers, and what to expect for 2020

Published: Jan. 8, 2020, 6:23 a.m.
Duration: 1 hour 3 minutes 42 seconds

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45: Boom, bust, and competition: Electric vehicles in China, with Tu Le

Published: Dec. 25, 2019, 10 p.m.
Duration: 56 minutes 54 seconds

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CTI 44: Ed-tech in China with John Artman

Published: Dec. 21, 2019, 3:13 a.m.
Duration: 1 hour 7 minutes 11 seconds

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43: Alibaba has a Meituan problem. Can they solve it with $11 billion?

Published: Dec. 10, 2019, 10:27 a.m.
Duration: 47 minutes

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42: Trade wars, debt, and the future of the Chinese economy with Michael Pettis

Published: Nov. 27, 2019, 9 p.m.
Duration: 1 hour 3 minutes 13 seconds

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41: Alibaba, JD, Tencent, and WOW, LUCKIN COFFEE! with Michael Norris

Published: Nov. 20, 2019, 12:18 p.m.
Duration: 1 hour 6 minutes 31 seconds

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CTI 40: Chinas blockchain bonanza with Matthew Graham

Published: Nov. 15, 2019, 2:39 a.m.
Duration: 1 hour 10 minutes 59 seconds

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CTI 39: Search, recommendation, and the fall of Baidu with FTs Christian Shepherd and Nian Liu

Published: Nov. 4, 2019, 8:46 a.m.
Duration: 51 minutes 57 seconds

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38: An interview with Pinduoduos David Liu

Published: Oct. 17, 2019, 3:47 a.m.
Duration: 46 minutes 16 seconds

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37: Exploring the slowdown in Chinas private funding with Jane Li

Published: Oct. 9, 2019, 7:33 a.m.
Duration: 1 hour 18 seconds

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36: E-sports in China with Bloombergs Zheping Huang (also Meituans earnings)

Published: Sept. 10, 2019, 3:36 a.m.
Duration: 43 minutes 58 seconds

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35: Why Xiaomi needs to face the music, with Tim Culpan (plus PDD, iQiyi, and Baidu earnings)

Published: Sept. 2, 2019, 2:13 a.m.
Duration: 1 hour 3 minutes 44 seconds

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34: Alibaba, JD, and the new retail revolution with Michael Zakkour

Published: Sept. 2, 2019, 2:11 a.m.
Duration: 53 minutes 5 seconds

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33: 2019 year-to-date for Chinas tech stocks: Meituan surges, Baidu slumps, and more

Published: Sept. 2, 2019, 2:08 a.m.
Duration: 53 minutes 34 seconds

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32: What's special about Bilibili?

Published: Aug. 9, 2019, 6:20 a.m.
Duration: 51 minutes 30 seconds

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31: AI competitiveness: How Chinese and US firms stack up

Published: July 30, 2019, 9:44 a.m.
Duration: 1 hour 17 minutes 8 seconds

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30: A peek inside Chinas banking industry with Trivium Chinas Andrew Polk

Published: July 5, 2019, 2:44 a.m.
Duration: 1 hour 18 minutes 25 seconds

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29: Indias tech landscape, with Dev Lewis

Published: June 24, 2019, 3:28 a.m.
Duration: 1 hour 8 minutes 26 seconds

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28: Earnings dive 1Q 2019 iQiyi and Tencent

Published: June 21, 2019, 10:48 a.m.
Duration: 1 hour 9 minutes 52 seconds

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27: Alibabas earnings and is this the end of the China Hustle?

Published: June 11, 2019, 10:37 a.m.
Duration: 50 minutes 38 seconds

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26: Baidus unprofitable quarter and Pinduoduo keeps burning money

Published: June 6, 2019, 2:30 a.m.
Duration: 1 hour 1 minute 44 seconds

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25: Live from EmergeHuawei on the US Entities list with Paul Mozur

Published: May 30, 2019, 1:49 a.m.
Duration: 41 minutes 50 seconds

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24: SoftBank's Vision Fund and peak tech with Shai Oster

Published: May 15, 2019, 8:47 a.m.
Duration: 55 minutes 44 seconds

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23: Is Luckin Coffee a real business?

Published: May 5, 2019, 7:33 a.m.
Duration: 1 hour 12 minutes 56 seconds

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22: Livestreaming fashion and the dangers of stock-picking with Jordan Schneider

Published: April 29, 2019, 3:19 a.m.
Duration: 58 minutes 12 seconds

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21: Why UXINs stock is a lemon with Anne Stevenson-Yang of J Capital Research

Published: April 23, 2019, 5:18 a.m.
Duration: 1 hour 54 seconds

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20: Xiaomi's Q4 earnings and China's new tech board with Jacky Wong

Published: April 17, 2019, 9:02 a.m.
Duration: 1 hour 17 minutes 3 seconds

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19: Tencents earnings and growing in mature market with Michael Norris (part 2/2)

Published: April 8, 2019, 3:13 a.m.
Duration: 52 minutes 25 seconds

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18: Growing in a mature market with Michael Norris (part 1/2)

Published: March 25, 2019, 1:25 a.m.
Duration: 1 hour 9 minutes 22 seconds

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17: JD's strong earnings and Alibaba vs Tencent with Tim Culpan

Published: March 7, 2019, 9:09 a.m.
Duration: 1 hour 11 minutes 58 seconds

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16: Bytedance's Shanghai IPO, Meituan Dianping added to the watch list

Published: Feb. 27, 2019, 4 a.m.
Duration: 1 hour 10 minutes 22 seconds

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15: Tencent buys part of Reddit and common reporting standards

Published: Feb. 17, 2019, 4:37 a.m.
Duration: 1 hour 10 minutes 40 seconds

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14: Alibabas earnings and Chinese e-commerce in southeast Asia with Bernard Leong

Published: Feb. 3, 2019, 2:38 a.m.
Duration: 1 hour 19 minutes 35 seconds

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13: Davos, Vancouver real estate, and entrepreneurship in China with Shlomo Freund

Published: Jan. 27, 2019, 4:38 a.m.
Duration: 1 hour 8 minutes 46 seconds

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12: Huaweis dilemma and the shrinking smartphone pie

Published: Jan. 18, 2019, 4:58 a.m.
Duration: 58 minutes 37 seconds

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11: Obnoxiously addictive short video apps with Masha Borak

Published: Jan. 14, 2019, 4:20 a.m.
Duration: 1 hour 15 minutes 32 seconds

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10: The tech cold war with Paul Triolo

Published: Jan. 2, 2019, 10:30 a.m.
Duration: 1 hour 12 minutes 41 seconds

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09: Tech transfer concessions

Published: Dec. 29, 2018, 3:13 a.m.
Duration: 57 minutes 25 seconds

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08: Relocating a factory from China, what to know

Published: Dec. 19, 2018, 9:09 a.m.
Duration: 1 hour 9 minutes 25 seconds

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07: The Tencent Music IPO drama

Published: Dec. 12, 2018, 10 a.m.
Duration: 56 minutes 8 seconds

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06: Trade agreements and communist party committees with Christopher Balding

Published: Dec. 5, 2018, 3:20 p.m.
Duration: 1 hour 15 minutes 47 seconds

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05: JD and Xiaomis earnings & adding Pinduoduo with Xue Yujie

Published: Nov. 28, 2018, 2:26 p.m.
Duration: 1 hour 5 minutes 15 seconds

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04: Caixin Summit & Tencents strategic upgrade with Matt Brennan

Published: Nov. 23, 2018, 2:24 a.m.
Duration: 52 minutes 46 seconds

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03: Bytedance - The most valued unicorn in the world with Jon Russell

Published: Nov. 15, 2018, 3:22 a.m.
Duration: 1 hour 7 minutes 37 seconds

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02: Adding JD to the watchlist with Rui Ma

Published: Nov. 6, 2018, 11:34 a.m.
Duration: 55 minutes 49 seconds

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01: Welcome to the China Tech Investor podcast

Published: Oct. 30, 2018, 7:40 a.m.
Duration: 53 minutes 35 seconds

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