China Tech Investor

TechNode
  • 4.9 (35)
  • TECHNOLOGY
China Tech Investor Podcast

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

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

    12/09/2021

    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.

    48 min
  2. CTI 83: Earnings, Baidu, Tencent and Alibaba with Michael Norris

    11/26/2021

    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?

    1h 26m
  3. CTI 82: Will online gaming remain a pillar of China’s digital economy?

    10/29/2021

    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.

    1h 7m
  4. CTI 81: Evergrande: How we got here, and what it means, with Ming Zhao

    09/29/2021

    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.

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

    09/17/2021

    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.

    1h 4m
  6. CTI 79: Kuaishou, Tencent, and Xiaomi earnings, with Michael Norris

    09/03/2021

    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.

    1h 16m
  7. CTI 78: Didi’s evolving saga and Beijing’s regulatory ambitions, with Kendra Schaefer

    07/29/2021

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

    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.

    1h 6m
  8. CTI 77: MissFresh and Dingdong Maicai, with Emma Lee

    07/08/2021

    CTI 77: MissFresh and Dingdong Maicai, with Emma Lee

    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.

    1h 4m
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4.9
out of 5
35 Ratings

About

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

Information

  • Creator
    TechNode
  • Years Active
    2018 - 2021
  • Episodes
    84
  • Rating
    Clean
  • Copyright
    © TechNode
  • Show Website
    China Tech Investor

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