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 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:

• Elliott Zaagman– @elliottzaagman
• James Hull– @jameshullx

Guest:             

• Tom Nunlist – @freefader

Editor:

• Peter Isachenko

Podcast information:

• iTunes
• Spotify
• RSS 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.

In this earnings episode, the guys welcome back Michael Norris to discuss September quarter earnings for Baidu, Tencent, and Alibaba. They also answer some listener questions towards the end about which company will benefit the most from opening walled gardens as China ramps up antitrust regulations.

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:

• Elliott Zaagman– @elliottzaagman
• James Hull– @jameshullx

Guest:             

• Michael Norris – @briefnorris

Editor:

• Peter Isachenko

Podcast information:

• iTunes
• Spotify
• RSS 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.

In this episode, the guys are joined by 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 regulations.

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:

• Elliott Zaagman– @elliottzaagman
• James Hull– @jameshullx

Guest:

• Josh Ye – @TheRealJoshYe

Editor:

• Peter Isachenko

Podcast information:

• iTunes
• Spotify
• RSS 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.

In this episode, the guys are joined by tech founder and financial blogger 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:

• Elliott Zaagman– @elliottzaagman
• James Hull– @jameshullx

Guest:

• Ming Zhao – @fabiusmercurius

Editor:

• Peter Isachenko

Podcast information:

• iTunes
• Spotify
• RSS 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.

In this episode, the guys are joined for the second time by John Artman, tech editor at the South China Morning Post. They go over some of the SCMP’s 4th annual China Internet Report released recently, and talked about the four areas of China tech regulations: antitrust, fintech, data security, and cryptocurrency. They also go over China’s recent crackdown on overseas 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:

• Elliott Zaagman– @elliottzaagman
• James Hull– @jameshullx

Guest:

• John Artman – @knowsnothing

Editor:

• Peter Isachenko

Podcast information:

• iTunes
• Spotify
• RSS 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.

In this episode, the guys are joined by regular guest Michael Norris to review some Q2 earnings highlights of Kuaishou, Tencent, and Xiaomi: The three companies have faced dramatically different fates in recent months, and their trajectories may offer insights into the current state of China’s 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.com
• Pinduoduo
• Meituan-Dianping
• Kuaishou

Hosts:

• Elliott Zaagman– @elliottzaagman
• James Hull– @jameshullx

Guest:

• Michael Norris – @briefnorris

Editor:

• Peter Isachenko

Podcast information:

• iTunes
• Spotify
• RSS 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.

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.

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:

• Elliott Zaagman– @elliottzaagman
• James Hull– @jameshullx

Guest:

• Kendra Schaefer – @kendraschaefer

Editor:

• Peter Isachenko

Podcast information:

• iTunes
• Spotify
• RSS 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.

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:

• Elliott Zaagman– @elliottzaagman
• James Hull– @jameshullx

Guest:

• Emma Lee – TechNode

Editor:

• Peter Isachenko

Podcast information:

• iTunes
• Spotify
• RSS 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.

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:

• Elliott Zaagman– @elliottzaagman
• James Hull– @jameshullx

Guest:

• Michael Norris – @briefnorris

Editor:

• Peter Isachenko

Podcast information:

• iTunes
• Spotify
• RSS 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.

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 six-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:

• Elliott Zaagman– @elliottzaagman
• James Hull– @jameshullx

Guest:

• Zheping Huang – @pingroma

Editor:

• Peter Isachenko

Podcast information:

• iTunes
• Spotify
• RSS 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.

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:

• Elliott Zaagman– @elliottzaagman
• James Hull– @jameshullx

Guest:                   

• Stewart Randall – @stewrandall

Editor:

• Peter Isachenko

Podcast information:

• iTunes
• Spotify
• RSS 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.

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:

• Elliott Zaagman– @elliottzaagman
• James Hull– @jameshullx

Guest:                   

• Zeyi Yang – @zeyiyang

Editor:

• Peter Isachenko

Podcast information:

• iTunes
• Spotify
• RSS 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.

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.

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:

• Elliott Zaagman– @elliottzaagman
• James Hull– @jameshullx

Guest:                   

• Michael Norris – @briefnorris

Editor:

• Peter Isachenko

Podcast information:

• iTunes
• Spotify
• RSS 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.

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:

• Elliott Zaagman– @elliottzaagman
• James Hull– @jameshullx

Guest:                   

• Angela Huyue Zhang – @AngelaZhangHK

Editor:

• Peter Isachenko

Podcast information:

• iTunes
• Spotify
• RSS 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.

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:

• Elliott Zaagman– @elliottzaagman
• James Hull– @jameshullx

Guest:                   

• Eliza Gkritsi – @egreechee

Editor:

• Peter Isachenko

Podcast information:

• iTunes
• Spotify
• RSS 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.

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:

• Elliott Zaagman– @elliottzaagman
• James Hull– @jameshullx

Guest:              

• Michael Norris – @briefnorris

Editor:

• Peter Isachenko

Podcast information:

• iTunes
• Spotify
• RSS 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.

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:

• Elliott Zaagman– @elliottzaagman
• James Hull– @jameshullx

Editor:

• Peter Isachenko

Podcast information:

• iTunes
• Spotify
• RSS 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’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:

• Elliott Zaagman– @elliottzaagman
• James Hull– @jameshullx

Guest:                   

• Capucine Cogné

Editor:

• Peter Isachenko

Podcast information:

• iTunes
• Spotify
• RSS 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, 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. 

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:

• Elliott Zaagman– @elliottzaagman
• James Hull– @jameshullx

Guest:                   

• Tu Le – @sinoautoinsight

Editor:

• Peter Isachenko

Podcast information:

• iTunes
• Spotify
• RSS 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, including Bilibili’s formula for success, and the increasingly intense debate between Pinduoduo’s longs and shorts.

Hosts may have interests 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:

• Elliott Zaagman – @elliottzaagman
• James Hull – @jameshullx

Guest:             

• Michael Norris – @briefnorris

Editor:

• Peter Isachenko

Podcast information:

• iTunes
• Spotify
• RSS 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 interests 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:

• Elliott Zaagman– @elliottzaagman
• James Hull– @jameshullx

Guest:             

• Matthew Brennan– @mbrennanchina

Editor:

• Peter Isachenko

Podcast information:

• iTunes
• Spotify
• RSS 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 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 interests 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.

Get the PDF of the China Consumer Index.

Watchlist:

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

Hosts:

• Elliott Zaagman– @elliottzaagman
• James Hull– @jameshullx

Guest:             

• Joe Ridsdale– @Ridsdalejoe

Editor:

• Peter Isachenko

Podcast information:

• iTunes
• Spotify
• RSS 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 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.

For a map of the Xiaomi ecosystem, and more information on its web of product partners, check out VC Roundup | How big China tech uses investments to build empires.

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:

• Elliott Zaagman– @elliottzaagman
• James Hull– @jameshullx

Guest:             

• Bryan Ma– @bryanbma

Editor:

• Peter Isachenko

Podcast information:

• iTunes
• Spotify
• RSS 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 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:

• Elliott Zaagman– @elliottzaagman
• James Hull– @jameshullx

Guest:             

• None

Editor

• Peter Isachenko

Podcast information:

• iTunes
• Spotify
• RSS 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

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:

• Elliott Zaagman– @elliottzaagman
• James Hull– @jameshullx

Guest:

• Michael Norris– @briefnorris

Editor

• Peter Isachenko

Podcast information:

• iTunes
• Spotify
• RSS 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 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:

• Elliott Zaagman– @elliottzaagman
• James Hull– @jameshullx

Guest:

• Kevin Xu– @kevinsxu

Editor

• Peter Isachenko

Podcast information:

• iTunes
• Spotify
• RSS 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 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:

• Elliott Zaagman– @elliottzaagman
• James Hull– @jameshullx

Guest:

• Dev Lewis – @devlewis18

Editor

• Peter Isachenko

Podcast information:

• iTunes
• Spotify
• RSS 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

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:

• Elliott Zaagman– @elliottzaagman
• James Hull– @jameshullx

Guest:

• Tom Orlik – @TomOrlik

Editor

• Peter Isachenko

Podcast information:

• iTunes
• Spotify
• RSS 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, 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:

• Elliott Zaagman– @elliottzaagman
• James Hull– @jameshullx
• Michael Norris– @briefnorris

Editor

• Peter Isachenko

Podcast information:

• iTunes
• Spotify
• RSS Feed
• Music: “Hey Ho” by Steve Jackson, Royalty Free Music

China Tech Talk is an almost weekly discussion of the most important issues in China’s tech. From IPOs to fake data, from the role of WeChat to Apple’s waning influence, hosts John Artman and Matthew Brennan interview experts and discuss the trends shaping China’s tech industry.

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

As the coronavirus swept through China, communities, local governments, and business have been trying to figure out how to best follow social isolation rules. This being China, of course, tech majors and telcos jumped at the chance to serve the country by leveraging their vast data pools. But how much tech is actually behind the country’s health code systems? Should we be more worried about how China is using data.

Links

• Become a member of TechNode Squared
• Our newsletters
• TechNode’s coverage of the coronavirus

Guest

• David Cohen, @MartynvanBuren

Hosts

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @mbrennanchina, ChinaChannel

Editor

• Peter Isachenko

Podcast information

• iTunes
• Spotify
• RSS feed
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

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, 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:

• Wolfie Zhao – @Wolfiezhao

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

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

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

• Meituan
• Jiang Fan/RUHN scandal
• Pinduoduo

Guest:

• Wei Sheng – @weishengn

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

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 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 e-commerce 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:

• Elliott Zaagman– @elliottzaagman
• James Hull– @jameshullx

Editor

• Peter Isachenko

Podcast information:

• iTunes
• Spotify
• RSS 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

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:

• Michael Norris – @Briefnorris

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

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 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:

• Jeff’s Asia Tech Class podcast

Guest:

• Jeffrey Towson – Jefftowson.com

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

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 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:

• Michael Norris – @briefnorris

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

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 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:

• TechNode Newsletters
• Huawei coverage on TechNode

Guest:

• Wei Sheng – @weishengn,

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

China Tech Talk is an almost weekly discussion of the most important issues in China’s tech. From IPOs to fake data, from the role of WeChat to Apple’s waning influence, hosts John Artman and Matthew Brennan interview experts and discuss the trends shaping China’s tech industry.

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

The coronavirus epidemic doesn’t show any signs of getting any better just yet. While the future of the outbreak is still unclear, the winners and losers of this are clear. In this episode, Matt and John discuss how the coronavirus is changing the face of tech in China.

Links

• Become a member of TechNode Squared
• Our newsletters
• TechNode’s coverage of the coronavirus

Hosts

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @mbrennanchina, ChinaChannel

Editor

• Peter Isachenko

Podcast information

• iTunes
• Spotify
• RSS feed
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

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:

• Marcus Ryder – @marcusryder

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

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 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:

• Elliott Zaagman– @elliottzaagman
• James Hull– @jameshullx

Editor

• Peter Isachenko

Podcast information:

• iTunes
• Spotify
• RSS 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.

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:

• 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, 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.

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.

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

• Tu Le – @sinoautoinsight

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

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 the boss man, Technode’s Editor-in-Chief John Artman, to discuss trends, myths, and realities around the edtech 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

• John Artman – @knowsnothing

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

China Tech Talk is an almost weekly discussion of the most important issues in China’s tech. From IPOs to fake data, from the role of WeChat to Apple’s waning influence, hosts John Artman and Matthew Brennan interview experts and discuss the trends shaping China’s tech industry.

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

This episode, Matt and John embark on a wide-ranging discussion about China tech in 2019. Using Bytedance as a lens, they explore the disruptive power of new companies, Bytedance’s successes and challenges outside of China, as well as what the world is learning from China tech.

Key Questions

• What’s changed with Bytedance since we last talked about them?
• What challenges are they facing outside of China?
• How are other countries dealing with highly successful Chinese consumer products?
• How is Bytedance acting as a disruptor at home and abroad?
• What should we be thinking about as 2019 comes to a close?

Links

• Become a member of TechNode Squared
• Our newsletters
• 66: The next Facebook will be Chinese

Hosts

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @mbrennanchina, ChinaChannel

Editor

• Peter Isachenko

Podcast information

• iTunes
• Spotify
• RSS feed
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

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 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 an 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:

• Elliott Zaagman– @elliottzaagman
• James Hull– @jameshullx

Editor

• Peter Isachenko

Podcast information:

• iTunes
• Spotify
• RSS 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.

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

• Michael Pettis @michaelxpettis

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

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 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

• Michael Norris

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

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 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

• Matthew Graham – @mg0314a

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

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 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

Guests

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

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

China Tech Talk is an almost weekly discussion of the most important issues in China’s tech. From IPOs to fake data, from the role of WeChat to Apple’s waning influence, hosts John Artman and Matthew Brennan interview experts and discuss the trends shaping China’s tech industry.

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

China’s social credit system (SCS) gets a lot of attention outside of China yet it’s still very misunderstood. Many scholars and China watchers have shed light on the topic, but none have done it so concisely and accessibly as Kendra Schaefer and her team at Trivium China. She joins us this week to explain how the SCS is a broad framework for better regulation and enforcement and how it applies to companies, individuals, and government agencies.

Key questions

• What is the purpose of the SCS? How far along is its development?
• Is the SCS only for individuals?
• How does the SCS apply to companies?
• How are China’s cities gamifying SCS?

Links

• 77: Peer-to-peer lending in China—Tech-driven shadow banking with Andrew Polk
• The apps using social credit in China
• Executive Summary: UNDERSTANDING CHINA’S SOCIAL CREDIT SYSTEM
• China’s Social Credit System: An Evolving Practice of Control
• Keeping track of social credit
• EUROPEAN CHAMBER REPORT ON CHINA’S CORPORATE SOCIAL CREDIT SYSTEM A WAKE-UP CALL FOR EUROPEAN BUSINESS IN CHINA
• Become a member of TechNode Squared

Guest

• Kendra Shaefer, @triviumchina

Hosts

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @mbrennanchina, ChinaChannel

Editor

• Peter Isachenko

Podcast information

• iTunes
• Spotify
• RSS feed
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

China Tech Talk is an almost weekly discussion of the most important issues in China’s tech. From IPOs to fake data, from the role of WeChat to Apple’s waning influence, hosts John Artman and Matthew Brennan interview experts and discuss the trends shaping China’s tech industry.

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

After an extended hiatus, John and Matt are back! This week, they look at the increasingly effective trend of private traffic. Powered by WeChat and its mini programs, marketers and brands are increasingly creating and driving organic traffic to their shops. Like owned traffic in the West, this is a direct response to the rising costs of reaching fans and followers. Matt delivered a presentation on the topic during the ChinaChat 2019 conference and they take a deep dive into the phenomenon this week.

Key questions

• What is private traffic?
• Why are brands resorting to this method?
• How does private traffic work?
• How do WeChat and Tencent view private traffic?
• What are traditional e-commerce platforms like Taobao doing to combat private traffic?

Links

• TechCrunch Shenzhen Nov 11-12
• Presentations from ChinaChat 2019
• China Tech Talk 83: Podcasting and why the open web is dead in China with Rio Zhan
• China Tech Talk 10: [Interview] Influencers in China and the future of brands with Elijah Whaley
• China Tech Talk 37: Weibo’s KOL woes with Elijah Whaley
• Become a member of TechNode Squared

Hosts

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @mbrennanchina, ChinaChannel

Editor

• Peter Isachenko

Podcast information

• iTunes
• Spotify
• RSS feed
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

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 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:

• Elliott Zaagman– @elliottzaagman
• James Hull– @jameshullx

Editor

• Peter Isachenko

Podcast information:

• iTunes
• Spotify
• RSS 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.

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:

• Jane Li– @Jane_Li911

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

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 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

• Zheping Huang- @pingroma

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

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 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

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 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

• Michael Zakkour

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

China Tech Talk is an almost weekly discussion of the most important issues in China’s tech. From IPOs to fake data, from the role of WeChat to Apple’s waning influence, hosts John Artman and Matthew Brennan interview experts and discuss the trends shaping China’s tech industry.

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

Can’t see the player? Check us out on iTunes or Spotify!

Just weeks after Facebook announced their Libra cryptocurrency project, the People’s Bank of China has become quite vocal about their on-going project. Most recently, the PBOC announced that China’s digital currency is “nearly ready.” Following on from our previous conversation about Libra and QQ Coin, this week we’re joined by Zennon Kapron, director of Kapronasia, to look at what Libra means in a global context as well as China’s plans to launch its own digital currency.

Key questions

• What are the biggest implementation and adoption challenges for Libra?
• Why don’t governments like cryptocurrency?
• How does a digital currency affect the RMB’s status?
• What are the downsides of a digital fiat currency?

Links

• China Tech Talk 33: Fintech IPOs and the future of money in China with Zennon Kapron
• China Tech Talk 80: Libra lessons from WeChat and QQ
• China fast-tracks development of national digital currency in response to Libra
• China’s digital fiat currency is ‘nearly ready’ for launch: PBOC official
• WeChat Conference: CHina CHat 2019!
• Become a member of TechNode Squared

Guest

• Zennon Kapron, @ZennonKapron

Hosts

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @mbrennanchina, ChinaChannel

Editor

• Peter Isachenko

Podcast information

• iTunes
• Spotify
• RSS feed
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

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 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 has 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 PDF of the China Consumer Index.

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

China Tech Talk is an almost weekly discussion of the most important issues in China’s tech. From IPOs to fake data, from the role of WeChat to Apple’s waning influence, hosts John Artman and Matthew Brennan interview experts and discuss the trends shaping China’s tech industry.

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

Can’t see the player? Check us out on iTunes or Spotify!

At the end of 2018, Connie Chan of Andreesen Horowitz wrote about how podcasts in China monetize. However, what she calls podcasts aren’t really what we call podcasts: they’re more like paid-for educational audio content. Podcasting, like what we do at China Tech Talk, is actually still very immature in China. But that doesn’t mean there aren’t content creators following the “traditional” podcasting model.

To talk about this, we’re joined this week by Rio Zhan, early-stage VC and host of the Crazy Capital podcast. We share notes on podcasting and talk about how China’s content models have evolved away from the open web.

Key questions

• Why is the China market different for audio content?
• Why is the open web almost non-existent in China?
• What role does culture play in creating acceptance of paying for content?
• How might Facebook’s Libra enable monetization for Western podcasts?

Links

• Crazy Capital (in Chinese)
• Outgrowing Advertising: Multimodal Business Models as a Product Strategy
• The Dark Forest Theory of the Internet
• WeChat Conference: CHina CHat 2019!
• Become a member of TechNode Squared

Guest

• Rio Zhan, @RioJot

Hosts

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @MattyBGoooner, ChinaChannel

Editor

• Peter Isachenko

Podcast information

• iTunes
• Spotify
• RSS feed
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

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.

Can’t see the player? Check us out on iTunes or Spotify!

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.

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

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.

Can’t see the player? Check us out on iTunes or Spotify!

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

China Tech Talk is an almost weekly discussion of the most important issues in China’s tech. From IPOs to fake data, from the role of WeChat to Apple’s waning influence, hosts John Artman and Matthew Brennan interview experts and discuss the trends shaping China’s tech industry.

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

Can’t see the player? Check us out on iTunes or Spotify!

In the tech and startup ecosystem, there’s always another conference to attend. The landscape isn’t all that clear, however, with some conferences getting more public hype and others keeping it low-key. After organizing and attending many of them, John and Matt sit down this week to go over what’s out available, what makes certain tech conferences in China different, and which are some of the best to attend and why.

Key questions

• What kinds of conferences are there?
• What should you consider before going to a conference in China?
• How do conferences monetize?
• How much work goes into a successful conference?

Links

• WeChat Conference: CHina CHat 2019!
• Become a member of TechNode Squared

Hosts

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @MattyBGoooner, ChinaChannel

Editor

• Peter Isachenko

Podcast information

• iTunes
• Spotify
• RSS feed
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

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, 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

China Tech Talk is an almost weekly discussion of the most important issues in China’s tech. From IPOs to fake data, from the role of WeChat to Apple’s waning influence, hosts John Artman and Matthew Brennan interview experts and discuss the trends shaping China’s tech industry.

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

Can’t see the player? Check us out on iTunes or Spotify!

On June 18, Facebook announced the Libra cryptocurrency, a solution to their P2P payments conundrum. As to be expected, this move has gotten a lot of attention. In China, that attention has taken the form of comparing Libra to Tencent’s breakthrough Q Coin as well as how WeChat has integrated payments.

Key questions:

• What is Q Coin?
• What’s the difference between a virtual currency and a cryptocurrency?
• What is the relationship between Libra, Calibra, and Facebook?
• Will China ever have something like this?

Links

• Everything you need to know about Libra, Facebook’s ambitious cryptocurrency
• Can Facebook’s Libra replicate WeChat Pay’s digital payment dominance?
• Facebook, Libra, and the Long Game
• FACEBOOK’S CALIBRA IS A SECRET WEAPON FOR MONETIZING ITS NEW CRYPTOCURRENCY
• Become a member of TechNode Squared

Hosts

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @MattyBGoooner, ChinaChannel

Editor

• Peter Isachenko

Podcast information

• iTunes
• Spotify
• RSS feed
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

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.

Can’t see the player? Check us out on iTunes or Spotify!

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

China Tech Talk is an almost weekly discussion of the most important issues in China’s tech. From IPOs to fake data, from the role of WeChat to Apple’s waning influence, hosts John Artman and Matthew Brennan interview experts and discuss the trends shaping China’s tech industry.

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

Can’t see the player? Check us out on iTunes or Spotify!

Facial recognition has taken off in China. Perhaps the most widely implemented use case, facial recognition is used to deter jaywalkers, track attention and behavior in schools, catch criminals, monitor live streamers, and more. Unlike Western countries, China’s privacy protection laws are almost non-existent, but that is changing with draft legislation soon to be released

Key questions:

• What is China’s plan for facial recognition?
• How is facial recognition being used now?
• What are the local attitudes toward the technology?

Links

• Video: Facial recognition is on the rise in China
• Upgraded AI surveillance helps nab student suspected in mother’s murder
• Inside China Tech podcast
• Become a member of TechNode Squared

Guest

• Zen Soo, @zensoo, SCMP

Hosts

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @MattyBGoooner, ChinaChannel

Editor

• Peter Isachenko

Podcast information

• iTunes
• Spotify
• RSS feed
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

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.

Can’t see the player? Check us out on iTunes or Spotify!

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 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

Can’t see the player? Check us out on iTunes or Spotify!

• Shanghai tech board to push semiconductor independence
• Why Huawei’s ‘wolf culture’ will help telecom titan fight off attacks and thrive
• Halt and Catch Fire (TV series about making an OS)
• Become a member of TechNode Squared
• Get your tickets to the first annual Emerge 

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @MattyBGoooner, ChinaChannel

• Peter Isachenko

• iTunes
• Spotify
• RSS feed
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

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.

Can’t see the player? Check us out on iTunes or Spotify!

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

China Tech Talk is an almost weekly discussion of the most important issues in China’s tech. From IPOs to fake data, from the role of WeChat to Apple’s waning influence, hosts John Artman and Matthew Brennan interview experts and discuss the trends shaping China’s tech industry.

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

China’s online peer-to-peer lending industry has been in turmoil for the last three years as financial regulators have clamped down as part of “de-risking” efforts. Tuandai.com, a top P2P lender, collapsed in March due to turnover problems. As of February, the platform had more than 220,000 investors with RMB 14.5 billion ($2.15 billion) in outstanding loans. The company is under investigation for illegal fundraising, leading to the arrest of 41 people so far, including co-owners Tang Jun and Zhang Lin.

This week, Andrew Polk, partner at Trivium China, joins us to discuss what’s happening with the P2P lending industry in China.

Key questions:

• What role has the government played in the growth and death of P2P lending?
• How is the crackdown on cryptocurrency different from the tightening regulations around P2P lending?
• Are P2P companies really tech companies, as many claim?
• Can we expect companies like Dianrong to survive this round of government scrutiny?

Links

• 22: P2P lending, retail banking, and the future of online services with Ling Kong
• The Trivium Tip Sheet
• Become a member of TechNode Squared
• Get your tickets to the first annual 

Guest

• Andrew Polk, @andrewpolk81

Hosts

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @MattyBGoooner, ChinaChannel

Editor

• Peter Isachenko

Podcast information

• iTunes
• Spotify
• RSS feed
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

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.

Can’t see the player? Check us out on iTunes or Spotify!

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

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.

Can’t see the player? Check us out on iTunes or Spotify!

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

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.

Can’t see the player? Check us out on iTunes or Spotify!

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

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.

Can’t see the player? Check us out on iTunes or Spotify!

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 smartphones 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

China Tech Talk is an almost weekly discussion of the most important issues in China’s tech. From IPOs to fake data, from the role of WeChat to Apple’s waning influence, hosts John Artman and Matthew Brennan interview experts and discuss the trends shaping China’s tech industry.

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

Can’t see the player? Check us out on iTunes or Spotify!

With the number of English speakers around the world, it’s no surprise that Chinese AI experts and engineers are keeping up with developments across the Pacific. However, the same is not true when it comes to the Chinese language. Indeed, Andrew Ng, former Chief Scientist at Baidu and co-founder of Coursera, made this exact point years ago when interviewed about China’s AI progress. Jeffrey Ding, China lead for the Center for the Governance of AI, is trying to change that information asymmetry with his ChinAI newsletter featuring translations of Chinese thought leadership in AI.

Links

• ChinAI newsletter
• How I learned to stop worrying and love surveillance capitalism
• 62: AI Superpowers with Kai-Fu Lee
• TechNode Podcast Network

Guest

• Jeffrey Ding, @jjding99

Hosts

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @MattyBGoooner, ChinaChannel

Producer

• Peter Isachenko

Podcast information

• iTunes
• Spotify
• RSS feed
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

China Tech Talk is an almost weekly discussion of the most important issues in China’s tech. From IPOs to fake data, from the role of WeChat to Apple’s waning influence, hosts John Artman and Matthew Brennan interview experts and discuss the trends shaping China’s tech industry.

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

Can’t see the player? Check us out on iTunes or Spotify!

Free cash flow is cash a company can use for whatever they want. If Pinduoduo is free cash flow positive they’ll likely be able to continue their growth spend and get even larger. If its free cash flow negative, the growth plan will put too much strain on their cash position and, it will eventually fail. To say it simply: the stakes are high.

This week, we’re joined by James Hull, professional investor and co-host of the China Tech Investor podcast, to take a look at Pinduoduo’s actual financial health.

Links

• Pinduoduo’s free cash flow conundrum
• 43: The e-commerce platform becoming a threat to Alibaba with Thomas Graziani
• China Tech Investor podcast
• TechNode Podcast Network

Guest

• James Hull, @jameshullx

Hosts

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @MattyBGoooner, ChinaChannel

Producer

• Peter Isachenko

Podcast information

• iTunes
• Spotify
• RSS feed
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

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.

Can’t see the player? Check us out on iTunes or Spotify!

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

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.

Can’t see the player? Check us out on iTunes or Spotify!

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

China Tech Talk is an almost weekly discussion of the most important issues in China’s tech. From IPOs to fake data, from the role of WeChat to Apple’s waning influence, hosts John Artman and Matthew Brennan interview experts and discuss the trends shaping China’s tech industry.

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

Can’t see the player? Check us out on iTunes!

One of the earliest companies to get into bitcoin mining, Bitmain makes and sells mining equipment and manages one of the world’s largest bitcoin mining pools. A controversial company in the space (as are most), Bitmain backed the Bitcoin Cash fork as well as the subsequent fork into Bitcoin Cash ABC.

This week we are joined by Nishant Sharma, International PR and Communications Director at Bitmain, to talk about the company, some of their tech, as well as their future plans.

This episode was recorded on January 31, 2019.

Links

• How the world’s largest bitcoin miner is taking on AI’s most powerful players
• Bitmain co-founder Wu Jihan may be departing from core business
• TechNode Podcast Network

Guest

• Nishant Sharma, @nishantsharma87, LinkedIn

Hosts

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @MattyBGoooner, ChinaChannel

Producer

• Peter Isachenko

Podcast information

• iTunes
• RSS feed
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

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 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

China Tech Talk is an almost weekly discussion of the most important issues in China’s tech. From IPOs to fake data, from the role of WeChat to Apple’s waning influence, hosts John Artman and Matthew Brennan interview experts and discuss the trends shaping China’s tech industry.

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

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.

(Can’t see the player? Check out the podcast on iTunes)

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 a 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

Producer

• Peter Isachenko

Podcast information:

• iTunes
• RSS Feed
• Music: “Hey Ho” by Steve Jackson, Royalty Free Music

(Can’t see the player? Find us on iTunes!)

Early last year, the central government put a freeze on gaming approvals, shutting out many big titles from making money, including PUBG and Fortnite. However, in December, they reopened approvals only to find themselves with a 6-month backlog, leaving giants Tencent and Netease still unable to monetize their biggest hits.

Daniel Ahmad, analyst at Niko Partners, joins us again to talk gaming regulation in China, the role of mini games in the WeChat vs Douyin battle, and how Steam is faring in the Middle Kingdom.

Links

• Niko Partners
• China Tech Talk 18: China’s gaming and e-sports industry with Daniel Ahmad

Guest

• Daniel Ahmad, @ZhuGEX

Hosts 

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @MattyBGoooner, ChinaChannel

Producer

• Peter Isachenko

Podcast information

• iTunes
• RSS feed
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

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

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 of the China Tech Investor Podcast powered by TechNode, hosts 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 the guys 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.

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

Guests:

• Shlomo Freund from FreeFinancialSelf.com and host of China Business Cast podcast

Hosts:

• Elliott Zaagman – @elliottzaagman
• James Hull – @jameshullx

Producer

• Peter Isachenko

Podcast information:

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

China Tech Talk is an almost weekly discussion of the most important issues in China’s tech. From IPOs to fake data, from the role of WeChat to Apple’s waning influence, hosts John Artman and Matthew Brennan interview experts and discuss the trends shaping China’s tech industry.

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

While everyone is talking about China’s expansion into Southeast Asia, China’s largest neighbor has become the real target for China’s tech companies. This week, Shadma Shaikh, writer at Factor Daily, joins us to discuss the takeover and what Indian entrepreneurs are learning from their Chinese counterparts.

Links

• The Chinese takeover of the Indian app ecosystem

Guest

• Shadma Sheikh, @ShadmaShaikh, LinkedIn

Hosts

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @MattyBGoooner, ChinaChannel

Producer

• Peter Isachenko

• iTunes
• RSS feed
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

Download this episode

Node Worthy is the official podcast of TechNode. Each episode features conversations with our reporters about the interesting stories they’ve written, interviews of people in the TechNode community, or edited audio from one of our live panel discussions.

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

This week David Lancashire from Saito.tech joins us to talk about how to build a viable business on the blockchain, how the scaling challenges are not technical, and the importance of understanding economics and game theory when it comes to blockchain.

Links

• TechNode newsletters
• The TechNode podcast network

Guest

• David Lancashire, LinkedIn, Saito.tech

Podcast information

• iTunes
• RSS feed
• Music: “Taking the Day Off” by Lee Rosevere, Hold Music

Download this episode

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 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.

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
• com
• Pinduoduo

Guest:

Hosts:

• Elliott Zaagman– @elliottzaagman
• James Hull – @jameshullx

Podcast information:

• iTunes
• RSS Feed
• Music: “Hey Ho” by Steve Jackson, Royalty Free Music

China Tech Talk is an almost weekly discussion of the most important issues in China’s tech. From IPOs to fake data, from the role of WeChat to Apple’s waning influence, hosts John Artman and Matthew Brennan interview experts and discuss the trends shaping China’s tech industry.

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

This week saw a multitude of messaging app announcements. First was WeChat’s Open Class PRO featuring a four-hour speech from Allen Zhang. Then, on the same day, Bytedance announced their own messaging app (Duoshan 多闪), what appears to be a clone of Snapchat, and Bullet Messenger announced their upgrade and rebrand to Liaotianbao (聊天宝). All three events, and the recent update to WeChat 7.0, raise interesting questions about the messaging market, WeChat’s primacy, and the ascendancy of Bytedance.

Links

• WECHAT FOUNDER’S 4 HOUR TALK: FULL NOTES
• WeChat pins future on Chinese users’ growing penchant for video, photo
• Bytedance takes on WeChat with new video messaging app
• Bullet Messenger creators developing new messaging app
• WeChat blocks three social networking challengers within one day

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @MattyBGoooner, ChinaChannel

Producer

• Peter Isachenko

• iTunes
• RSS feed
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

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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.

In this episode of the China Tech Investor Podcast powered by TechNode, hosts 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, a reporter for Abacus News and former reporter at TechNode. 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.

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
• com
• Pinduoduo

Guest:

• Masha Borak, @mashaborak

Hosts:

• Elliott Zaagman– @elliottzaagman
• James Hull – @jameshullx

Podcast information:

• iTunes
• RSS Feed
• Music: “Hey Ho” by Steve Jackson, Royalty Free Music

Node Worthy is the official podcast of TechNode. Each episode features conversations with our reporters about the interesting stories they’ve written, interviews of people in the TechNode community, or edited audio from one of our live panel discussions.

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

We’re joined this week by Vijay Govind, former IT and technology strategist at Ford based in China. We cover a lot of ground, including working in China for an American company, dealing with the fast pace of change for a traditional automotive company, as well as the EV and AV markets and Tesla’s future in China.

Links

• TechNode newsletters

Guest

• Vijay Govind, LinkedIn, WeChat: vijaygovind

Podcast information

• iTunes
• RSS feed
• Music: “Taking the Day Off” by Lee Rosevere, Hold Music

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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, the deluge of China tech IPOs in 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.

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

Guest:

• Paul Triolo, @pstAsiatech

Hosts:

• Elliott Zaagman – @elliottzaagman
• James Hull – @jameshullx

Podcast information:

• iTunes
• RSS Feed
• Music: “Hey Ho” by Steve Jackson, Royalty

This week, Matt and John take a look at the stories and trends of 2018, including gaming restrictions, Tencent’s restructuring, the delivery and coffee wars, WeChat mini programs, and Bullet Messenger. This is the second of two parts.

Links

• The relevant episodes:
  • Gaming:  18: China’s gaming and e-sports industry with Daniel Ahmad, 39: PUBG and the future of Steam in China with Charlie Moseley
  • Tencent: 45: Tencent vs Alibaba – The battle for China’s offline retail with WSJ’s Liza Lin, 61: How technology has changed music in China
  • Delivery and O2O: 42: China’s mobility and transport market gets all mixed up
  • Luckin and the coffee wars: 46: Internet business models disrupt China’s coffee market: Luckin Coffee, 56: China coffee wars revisited: Luckin vs Starbaba
  • Mini programs: 35: A change in WeChat is a change in Chinese society, 65: Walmart China: Ted Hopkins live from TechCrunch Shenzhen
  • Bullet Messenger: 58: Is Bullet Messenger a WeChat killer?

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @MattyBGoooner, ChinaChannel

• iTunes
• RSS feed
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

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This is a live recording of a panel discussion held on Dec 18, 2019.

2018 has been a dynamic year for blockchain practitioners starting off with the $100 million record-breaking financing on Chinese blockchain-related projects in January and emergence of many ICOs. Private industries, the central government, local governments, and academia are all invested in the technology and cover sectors from finance, energy, and medical to supply chain, entertainment, and social media. But as we got closer to the end of the year, fortunes have begun to turn, leaving solutions without problems out in the cold.

How will blockchain technology continue disrupting innovative industries in such a dynamic space in China? Can we pick back up the strong momentum from 12 months ago?

Speakers

• Sarah Zhang, founder of Points
• Rohan Malhotra, Business Development at TokenInsights
• Richard Parris, found of Saito

Podcast information

• iTunes
• RSS feed
• Music: “Taking the Day Off” by Lee Rosevere, Hold Music

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This week, Matt and John take a look at the stories and trends of 2018, including ZTE/Huawei, AI in China, Bytedance, blockchain, and the death of bike rentals. This is the first of two parts.

Links

• The relevant episodes:
  • Huawei/ZTE: 47: Shenzhen style innovation: IP protection, ZTE, and manufacturing standards with Benjamin Joffe of HAX
  • AI: 62: AI Superpowers with Kai-Fu Lee
  • Bytedance: 66: The next Facebook will be Chinese
  • Blockchain: 38: Trends in early-stage Chinese startups and blockchain with Edith Yeung
  • Bike rentals: 42: China’s mobility and transport market gets all mixed up, 25: Mobike goes global with Florian Bohnert

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @MattyBGoooner, ChinaChannel

• iTunes
• RSS feed
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

Download this episode

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 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.

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:

• Elliott Zaagman– @elliottzaagman
• James Hull– @jameshullx

Editor

• Peter Isachenko

Podcast information:

• iTunes
• Spotify
• RSS Feed
• Music: “Hey Ho” by Steve Jackson, Royalty Free Music

We’re joined this week by Thibault Genaitay, Head of China for Le Wagon, a global programming bootcamp. We talk hacking in China, why making Mobike clones are good for budding programmers, and differences in training inside and outside China.

Links

• Le Wagon

Guest

• Thibault Genaitay, LinkedIn, Medium, @tgenaitay

Podcast information

• iTunes
• RSS feed
• Music: “Taking the Day Off” by Lee Rosevere, Hold Music

Download this episode

This week, John and Matt talk with Shai Oster, Asia bureau chief for The Information, about the rash of Chinese IPOs in a down market, looking at Tencent Music, Xiaomi, Pinduoduo, Meituan Dianping. We also talk about the possibilities for Bytedance and Ant Financial IPOs in 2019.

Links

• China Tech Talk 49: The Xiaomi IPO with The Information’s Shai Oster
• What China’s history of overseas tech IPOs says about the current wave
• TechNode IPO coverage
• Sign up for TechNode newsletters
• Subscribe to The Information

• Shai Oster – The Information author page, @beijingscribe 

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @mbrennanchina ChinaChannel

• iTunes
• RSS feed
• China Tech Talk.com
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

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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.

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
• com
• Pinduoduo

Hosts:

• Elliott Zaagman – @elliottzaagman
• James Hull – @jameshullx

Podcast information:

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

Bytedance, formerly known as Jinri Toutiao, is on deck for discussion this week. Beginning from pure textual content and recommendation, Bytedance has seemingly found the key to human attention. While this makes for a great product, and compelling business, whether they can make it in the US market is still unclear.

Links

• Toutiao’s overseas platform is delivering fake news, but its problems run much deeper than that
• Tencent and ByteDance founders argue on WeChat Moments about Douyin
• ByteDance rumored to reach $75 billion valuation after closing pre-IPO financing round
• Bytedance’s teen protection problem

Hosts

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @mbrennanchina ChinaChannel

Podcast information

• iTunes
• RSS feed
• China Tech Talk.com
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

Download this episode

In the 6th episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss the G20, how Trump likes his steak, party committees, and look at the cash burn (negative free cash flow) at four watchlist companies. Here’s the cash burn spreadsheet.

They are also 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. Full disclosure: James is currently considering a long position in JD.com.

Watchlist:

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

Guest:

• Chris Balding – Bloomberg Opinion – @baldingsworld

Hosts:

• Elliott Zaagman – @elliottzaagman
• James Hull – @jameshullx

Podcast information:

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

Ted Hopkins, Senior Director of Walmart Ecommerce, joins us to talk about mini programs, eliminating lines in stores, and the future of retail in China.

Links

• Briefing: Walmart’s mini program “Scan to Buy” has attracted over 10 million users

Guests

• Ted Hopkins — LinkedIn

Hosts

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @mbrennanchina ChinaChannel

• iTunes
• RSS feed
• China Tech Talk.com
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

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Node Worthy is back… well, kind of. Instead of a weekly podcast, this will be for interesting content we find either at events or in our conversations with reporters.

This episode we talk with Bailey Hu, our reporter based in Shenzhen, to get an inside look at her recent Faraday Future story

Links

• Faraday Future: How a “Tesla-killer” became a zombie company
• More Faraday coverage here and here

Podcast information

• iTunes
• RSS feed
• Music: “Taking the Day Off” by Lee Rosevere, Hold Music

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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.”

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

Guest:

• Xue Yujie – Sixth Tone – @Yujiexuett

Hosts:

• Elliott Zaagman – @elliottzaagman
• James Hull – @jameshullx

Podcast information:

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

Alvin Wang Graylin, China Regional President at HTC, joins us this week from the sidelines of TechCrunch Shenzhen to talk about the broader potential of VR and the specific outlook for VR in China.

Links

• Real world lessons for the VR-First future: An industry insider’s analysis of “Ready Player One”

Guests

• Alvin Wang Graylin – @AGraylin, LinkedIn

Hosts

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @mbrennanchina ChinaChannel

• iTunes
• RSS feed
• China Tech Talk.com
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

Download this episode

This episode of the China Tech Investor Podcast, powered by TechNode, hosts Elliott Zaagman and James Hull are joined by Matthew 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 importance of openness; and US-China relations. In the watchlist segment, they discuss some highlights from Tencent’s Q3’2018 earnings call. Finally, they chat with Matthew Brennan about Tencent’s strategic upgrade to the Industrial Internet.

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

Guest:

• Matthew Brennan –  chinachannel.co – @mbrennanchina

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 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.

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

Guest:

• Jon Russell –  TechCrunch – @jonrussell

Hosts:

• Elliott Zaagman – @elliottzaagman
• James Hull – @jameshullx

Podcast information:

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

Wang Boyuan is back! This time we’re talking about Mafengwo and the curious case of extremely unreliable numbers in China. Not only Mafengwo, but also Alibaba, JD.com, and Dianping are mentioned in the discussion.

Links

• TechCrunch中文版
• Mafengwo accused of faking 85% of all user-generated content
• China Tech Talk 61: How technology has changed music in China

Guests

• Wang Boyuan – @thisboyuan

Hosts

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @mbrennanchina ChinaChannel

• iTunes
• RSS feed
• China Tech Talk.com
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

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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.

Watchlist:

• Tencent
• Alibaba
• Baidu
• iQiyi
• Xiaomi
• JD.com (new addition)

Guest:

• Rui Ma – @ruima, Techbuzz China podcast

Hosts:

• Elliott Zaagman – @elliottzaagman
• James Hull – @jameshullx

Podcast information:

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

TechNode is proud to welcome the China Tech Investor podcast to our network. 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.

On the inaugural episode of the China Tech Investor Podcast, 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

Hosts:

• Elliott Zaagman – @elliottzaagman
• James Hull – @jameshullx

Podcast information:

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

The views and opinions discussed on this show do not necessarily reflect the editorial stance of TechNode.

Kai-Fu Lee joins us this week to talk about his new book, AI Superpowers, and the distinct advantages and differences between the US and China in this increasingly important technology.

Links

• AI Superpowers site
• Buy the book on Amazon

Guests

• Kai-Fu Lee – Twitter

Hosts

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @mbrennanchina ChinaChannel

Podcast information

• iTunes
• RSS feed
• China Tech Talk.com
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

Download this episode

Ahead of Tencent Music Entertainment’s IPO, John and Matt are joined by Wang Boyuan, translator and editor of TechCrunch.cn, to take a look back at how the music industry has been influenced by tech as well as the evolving online music market, now dominated by Tencent.

Links

• TechCrunch中文版
• 048: PROBLEMS WITH CHINESE & WESTERN TECH MEDIA WITH WANG BOYUAN OF TECHCRUNCH.CN

Guests

• Wang Boyuan – Twitter

Hosts

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @mbrennanchina ChinaChannel

• iTunes
• RSS feed
• China Tech Talk.com
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

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This week, John and Matt talk with Fritz Demopoulos, founding partner of Queens Capital, about his journey at Qunar, how the company was founded, challenges they faced building the company, and advice for entrepreneurs in China today.

Links

• Baidu Makes $306 Million Strategic Investment In Chinese Travel Search Engine Qunar
• Baidu Sells Qunar Stake To Rival Ctrip In A Major O2O Deal

Guests

• Fritz Demopoulos

Hosts

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @mbrennanchina ChinaChannel

• iTunes
• RSS feed
• China Tech Talk.com
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

Download this episode

This week, John and Matt talk with Samm Sacks, Senior Fellow, Technology Policy Program at the Center for Strategic & International Studies, about China’s cybersecurity law and how it relates to the social credit system as well as the future of data regulation in China.

Links

• New cybersecurity law prompts Amazon to sell part of its China cloud services
• Chinese care more about data privacy than you think, but they still need better protection
• The 4 policies that most affected China’s internet in 2017

Guests

• Samm Sacks

Hosts

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @mbrennanchina ChinaChannel

• iTunes
• RSS feed
• China Tech Talk.com
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

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This week, John and Matt talk about the messaging app that’s shot like a bullet (pun intended) to the top of app store charts as well as brief discussion of shady PR and persuasion practices in China.

Links

• Matt’s infamous tweet
• TechNode’s coverage
• Instead of a new workstation, Smartisan should have made a KTV machine
• iFlytek’s journey from the bottom to the top of China’s voice AI industry

Hosts

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @mbrennanchina ChinaChannel

Podcast information

• iTunes
• RSS feed
• China Tech Talk.com
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

Download this episode

This week, John and Matt talk with Heatherm Huang, a founding member of TalkBox, one of the first chat apps with push-to-talk functionality, about the history of chat message apps in China.

Links

• MailTime

Guests

• Heatherm Huang: heatherm [at] mailtime dot com

Hosts

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @mbrennanchina ChinaChannel

• iTunes
• RSS feed
• China Tech Talk.com
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

Download this episode

This week, John and Matt look at the recent developments in China’s emerging coffee conflict and examine the Tencent/Alibaba turf war, whether the Starbaba tie-up will be a game changer, and the power of rethinking business models for the mobile age.

Links

• Coverage of Luckin v Starbucks
• ChinaChat Conference
  • International registration
  • China registration
• 46: Internet business models disrupt China’s coffee market: Luckin Coffee

Hosts

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @mbrennanchina ChinaChannel

• iTunes
• RSS feed
• China Tech Talk.com
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

Download this episode

This week, John and Matt talk with Elliot Zaagman, writer, executive coach, and corporate trainer, and Samin Sha, co-founder of ChinaChannel, about the intense internal culture at Huawei.

This is the second of two parts.

Links

• Thinking About Working For A Chinese Company? First, Find Out If It’s A ‘Lenovo’ Or A ‘Huawei’
• ChinaChat Conference
  • International registration
  • China registration
• 54: Huawei’s wolf culture: Kill or be killed, part 1

Guests

• Elliot Zaagman, LinkedIn, @ElliottZaagman 
• Samin Sha, saminsha@chinachannel.co

Hosts

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @mbrennanchina ChinaChannel

• iTunes
• RSS feed
• China Tech Talk.com
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

Download this episode

This week, John and Matt talk with Elliot Zaagman, writer, executive coach, and corporate trainer, about the dog-eat-dog internal culture at Huawei. We even sneak in a surprise interview with an insider at the end.

This is the first of two parts.

Links

• Thinking About Working For A Chinese Company? First, Find Out If It’s A ‘Lenovo’ Or A ‘Huawei’
• ChinaChat Conference
  • International registration
  • China registration

Guest

• Elliot Zaagman, LinkedIn, @ElliottZaagman 

Hosts

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @mbrennanchina ChinaChannel

• iTunes
• RSS feed
• China Tech Talk.com
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

Download this episode

This week, John and Matt talk with Victor Tseng, Chief Communications Officer for Ctrip, about Chinese travelers, Ctrip’s globalization strategy, and the challenges of going abroad.

Links

• Chinese tech giants are cooking up their own China-centric Michelin-like guides
• Ctrip is bringing supersonic travel to speed-obsessed China

Hosts

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @mbrennanchina ChinaChannel

• iTunes
• RSS feed
• China Tech Talk.com
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

Download this episode

This week, John and Matt take a look back at 1 year of podcasting and pull out the best part of the best episodes. This is part 2 of 2.

Links

• 24: The water we swim in
• 36: Diving deep into Weibo with Manya Koetse
• 38: 500 Startups Edith Yeung talk blockchain & China/US startups
• 39: Player Unknown’s Battlegrounds & Steam in China
  • Update: Steam is creating a version for the Chinese mainland
• 45: The battle for China’s offline retail with WSJ’s Liza Lin
• 46: Internet business models disrupt China’s coffee market: Lucking Coffee

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @mbrennanchina ChinaChannel

• iTunes
• RSS feed
• China Tech Talk.com
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

Download this episode

This week, John and Matt take a look back at 1 year of podcasting and pull out the best part of the best episodes. This is part 1 of 2.

Links

• 04: Interview with Florian Bohnert
• 10: Influencers in China & the future of brands with Elijah Whaley
• 15: Baidu ain’t that bad with Kaiser Kuo
• 18: China’s gaming & e-sports industry with Daniel Ahmad
• 19: China’s $20 billion news app with Dannie Li
• 20: Alipay vs WeChat & why smile to pay matters

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @mbrennanchina ChinaChannel

• iTunes
• RSS feed
• China Tech Talk.com
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

Download this episode

Editor’s note: This originally appeared on Analyse Asia, a weekly podcast hosted by Bernard Leong, dedicated to dissecting the pulse of business, technology, and media in Asia. The podcast features guests from Asia’s vibrant tech community.

John Artman, editor in chief from TechNode and host of China Tech Talk, joined us to discuss why blockchain is now hot again in China despite the ban on ICOs and cryptocurrency exchanges. We discussed the Chinese government’s recent enthusiasm in promoting the development of blockchain technologies, and the major applications that will emerge. Last but not least, we discuss how China’s development in blockchain might spur Chinese technology companies to go global.

Listen to the episode here or subscribe.

Here are the interesting show notes and links to the discussion (with time-stamps included):

• John Artman (@knowsnothing, LinkedIn), Editor in Chief from Technode and Host of China Tech Talk and NodeWorthy podcasts [0:38]
  • Since our last conversation, what have you been up to? [1:24]
  • TechCrunch Hangzhou event on 2-3 July 2018 [1:32]
• Why blockchain is hot again in China [3:37]
  • Given that the Chinese government has banned ICOs and cryptocurrency exchanges, why is the story of blockchain becoming relevant in China again? [3:50]
  • Why did the Chinese government banned the cryptocurrency exchanges given that bitcoin and ethereum are mainstream globally? [6:32]
  • Where is the stage of development for China’s major blockchain players such as Neo and Qtum?  [8:46]
  • What are the major applications of blockchain in China? Are they applied mainly in the utilities and energy space or watermarking of original content? [10:22]
  • Do you see the blockchain applications in China align with the Chinese government’s ‘made in China 2025’ initiative? [12:27]
  • Will the Chinese government eventually issue their own cryptocurrency? [15:47]
  • In the West, we are seeing blockchain applications that can dis-intermediate the current applications such as Google and Facebook, do you see the same happening in China? [18:06]
  • Do you see the Chinese technology companies will leverage blockchain as their means to expand globally? [20:04]
  • Will the development in blockchain technologies in China focused on private or public sector needs for the next 1-2 years? [22:51]
• Closing [24:36]
  • Can you recommend a book or movie or podcast or anything which recently made an impact to your work and personal life? [24:50]
    • John’s recommendation: Jordan Petersen “12 Rules for Life” and Steven Pinker “Enlightenment Now”.
    • BL’s recommendation: Wu Xiaobo “The History of Tencent: 1998-2016”
  • How should my audience find you?

TechNode does not necessarily endorse the commentary made in this program.

Editor’s note: This originally appeared on the China Business Cast. China Business Cast is a podcast featuring experienced entrepreneurs and business people making things happen in China. If you want to learn from on the ground accounts of how business actually gets done in China, this is the program for you.

Kyle Ellicott is the Founder and Chief Labs Officer of ReadWrite / ReadWrite Labs (formerly known as Wearable IoT World, Inc.), a San Francisco-based Media and Ventures company dedicated to creating the social fabric for businesses around Wearables and the Internet of Things (IoT) ecosystem. The company is focused on connecting technological experts, thought-leaders, corporate/startup executives, and investors as they build these emerging technologies through fostering dynamic relationships between brands, businesses, and bright minds.

Originally from Michigan, Ellicott is a lifelong entrepreneur who started building computers for clients at the age of 15 and worked his way through college in a variety of IT roles, including networking, security, and forensics. His passion for innovation led to his founding of several startup companies, including a media company and prominent digital agency, and his leadership in the Wearables and IoT space led to his creation of ReadWrite Labs (formerly known as Wearable World Labs), a division of Wearable World, Inc., which is the world’s first accelerator/incubator blend solely focused on Wearables and IoT. Ellicott is a noted speaker, consultant, and published author with over 10 years of technical and product experience with such companies as Live Nation, Ticketmaster, Eventup, and TechZulu.

Listen to the episode here or subscribe.

TechNode does not necessarily endorse the commentary made in this program.

This week, John and Matt talk with Shai Oster, Asia bureau chief for The Information, about Xiaomi’s impending IPO, including why so many companies are choosing to go public this year, the advantages of listing in Hong Kong, and if their business model can stay viable.

Links

• Xiaomi files application for IPO in Hong Kong
• For Xiaomi’s Earliest Backer, IPO Could Mark End of Era
• The China Tech Companies Headed for IPOs in U.S and Hong Kong
• Inside Xiaomi’s everything store

• Shai Oster – The Information author page

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @mbrennanchina, ChinaChannel

• iTunes
• RSS feed
• China Tech Talk.com
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

Download this episode

This week, John and Matt talk with Wang Boyuan, editor of TechCrunch.cn, about media inside and outside China, some of the hazards as a reader, and some tips on where to get reliable information about the Middle Kingdom.

Links

• TechCrunch中文版
• China’s Social Credit System: An Evolving Practice of Control
• China’s Social Credit System: AI-driven panopticon or fragmented foundation for a sincerity culture?
• China launches new campaign to promote social credit system for youth

• Wang Boyuan – Twitter

• John Artman, @knowsnothing, TechNode
• Matthew Brennan, @mbrennanchina ChinaChannel

• iTunes
• RSS feed
• China Tech Talk.com
• Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3

Download this episode

This week, Chris and Nicole discuss their recent pieces about data privacy and how cryptocurrency is fuelling a boom in Taiwan’s semiconductor industry.

Links

• Victims of the market: The battle for data privacy in China
• Taiwan’s semiconductor industry is going through blockchain-powered boom

Podcast information

• iTunes
• RSS feed
• Music: “Taking the Day Off” by Lee Rosevere, Hold Music

Download this episode

Editor’s note: This originally appeared on the China Business Cast. China Business Cast is a podcast featuring experienced entrepreneurs and business people making things happen in China. If you want to learn from on the ground accounts of how business actually gets done in China, this is the program for you.

Johan Nylander is a China correspondent based in Hong Kong. By looking beyond the daily news grind, he aims to find people and entrepreneurs, trends and social movements, that explain what’s really going on in the world’s second largest economy – and how it affects you. His stories are frequently published by media like the CNN, South China Morning Post, Nikkei Asian Review and Al Jazeera. He’s also a China stringer for Sweden’s leading business daily, Dagens Industri. He has an MBA from the University of Gothenburg in his native Sweden, and is author of an award-winning management book. Today, he spends his time traveling in China and neighboring countries, conducting interviews with presidents and peasants, entrepreneurs and migrant workers, triad members and government officials; all those who shape tomorrow’s China.

Listen to the episode here or subscribe.

Episode Content:

• Johan shares what made him write about his book, Shenzhen Superstars, in the first place and why Shenzhen
• His most impressive fascinations about Shenzhen while discovering it
• Some behind the scene stories while in the process of writing the book and why he touched on different aspects of the tech and innovation scene of Shenzhen (e.g. hardware accelerator, tech titans, maker culture, parts market, pirates etc.)
• What he didn’t write on the book that he wants to add now and his latest observations
• Feedback he received after writing the book
• Johan shares some stories from the book
• Johan tells a little about the second book he’s currently writing about the greater bay topic
• How to get in touch with Johan

Episode Mentions:

• Shenzhen Superstars

TechNode does not necessarily endorse the commentary made in this program.