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 62: Xiaomi’s resilience, with Bryan Ma
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 its continuing to establish in India and SE Asia, and how the pandemic has been a surprisingly good year for PC makers.
61: Ant Group is really big, and really confusing
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.
60: Breaking down quarterly earnings from BABA, JD, and PDD
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.
59: China’s cloud landscape, with Kevin Xu
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.
58: Are China and India getting a tech divorce? With Dev Lewis
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.
57: Tom Orlik on why the China bubble never seems to pop
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.