China Tech Investor

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Synopsis

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

Episodes

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

    29/09/2021 Duration: 51min

    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:TencentAlibabaBaiduBilibiliXiaomiJDPinduoduoMeituan-DianpingKuaishouHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @

  • CTI 80: Breaking down China’s tech regulation (thus far), with John Artman

    17/09/2021 Duration: 01h04min

    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:TencentAlibabaBaiduBilibiliXiaomiJDPinduoduoMeituan-DianpingKuaishouHosts:Elli

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

    03/09/2021 Duration: 01h16min

    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:TencentAlibabaBaiduBilibiliXiaomiJDPinduoduoMeituan-DianpingKuaishouHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxGuest:   

  • CTI 78: Didi’s evolving saga and Beijing’s regulatory ambitions, with Kendra Schaefer

    29/07/2021 Duration: 01h06min

    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:TencentAlibabaBaiduBilibi

  • CTI 77: MissFresh and Dingdong Maicai, with Emma Lee

    08/07/2021 Duration: 01h04min

    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-DianpingKuaishouHosts:Elliott Zaagman– @elliottzaagman

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

    10/06/2021 Duration: 01h17min

    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-DianpingKuaishouHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxGuest:Michael Norris - @briefnorrisEditor:Peter IsachenkoPodcast information:iT

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

    28/05/2021 Duration: 01h07min

    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-DianpingKuaisho

  • CTI 74: China’s evolving semiconductor landscape, with Stewart Randall

    12/05/2021 Duration: 01h05min

    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-DianpingKuaishouHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxGuest:                   Stewart

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

    12/04/2021 Duration: 36min

    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-DianpingKuaishouHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxGuest:                   Zeyi Yang - @zeyiyangEdito

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

    02/04/2021 Duration: 01h25min

    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-DianpingKuaishouHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxGuest:                   Michael Norris - @briefnorrisEditor:Peter IsachenkoPodcast information:iTunesSpotifyRSS Fe

  • CTI 71: Chinese Antritrust Exceptionalism, with Angela Huyue Zhang

    19/03/2021 Duration: 01h01min

    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-DianpingHost

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

    26/02/2021 Duration: 59min

    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-DianpingHosts:Elliott Za

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

    09/02/2021 Duration: 01h02min

    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-DianpingHosts:Elliott Zaagman– @elliottzaagmanJa

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

    19/01/2021 Duration: 52min

    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-DianpingHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxEditor:Peter IsachenkoPodcast informat

  • CTI 67: The boom and bust of China’s 'second landlords,' with Capucine Cogné

    23/12/2020 Duration: 50min

    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-DianpingHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxGuest:                   Capucine CognéE

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

    15/12/2020 Duration: 01h01min

    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-DianpingHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxGuest:                   Tu Le - @sinoautoinsightEditor:Peter IsachenkoPodcast information:iTunesSpotifyRSS FeedMusic: “He

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

    01/12/2020 Duration: 01h08min

    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 CoffeeHosts:Elliott Zaagman – @elliottzaagmanJames Hull – @jameshullxGuest:                   Michael Norris — @briefnorrisEditor:Peter IsachenkoPodcast information:iTunesSpotifyRSS FeedMusic: “Hey Ho” by Steve Jackson, Royalty Free Music

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

    13/11/2020 Duration: 57min

    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 CoffeeHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxGuest:   

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

    05/11/2020 Duration: 01h08min

    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 CoffeeHosts:Elliott Zaagman– @elliottzaagman

  • CTI 62: Xiaomi’s resilience, with Bryan Ma

    17/10/2020 Duration: 42min

    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 podcastsElliott 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 CoffeeHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxGuest:            

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