84 episodes

The China Tech Investor podcast is a weekly show featuring Elliott Zaagman, writer and contributor to TechNode, and James Hull, a professional investor.

Each week, the two look at their watchlist and talk about what's happening with listed Chinese tech companies

China Tech Investor TechNode

    • Technology
    • 5.0 • 7 Ratings

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

    CTI 84: Can China’s data regulations foster both security and development? With Tom Nunlist

    CTI 84: Can China’s data regulations foster both security and development? With Tom Nunlist

    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.

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

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

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

    • 1 hr 26 min
    CTI 82: Will online gaming remain a pillar of China’s digital economy?

    CTI 82: Will online gaming remain a pillar of China’s digital economy?

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

    • 1 hr 7 min
    CTI 81: Evergrande: How we got here, and what it means, with Ming Zhao

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

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

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

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

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

    • 1 hr 4 min
    CTI 79: Kuaishou, Tencent, and Xiaomi earnings, with Michael Norris

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

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

    • 1 hr 16 min

Customer Reviews

5.0 out of 5
7 Ratings

7 Ratings

Alexandrescu Paul ,

Great and unbiased show!

This is one of the few shows that keeps out of politics, just great informative show with no picking sides.

Nihaodawei ,

Essential listening

Not just for investors but anyone interested in the incredible technological (and societal) changes happening in China today and how these changes might roll out across the world

ningbono5 ,

Next level insight

well rounded, insightful ‘on-the-ground’ coverage . Keep it up

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