56 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, 20 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

    56: Alibaba, Bilibili, and Pinduoduo earnings, plus what to expect if Chinese companies delist from the US

    56: Alibaba, Bilibili, and Pinduoduo earnings, plus what to expect if Chinese companies delist from the US

    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.

    • 56 min
    55: Tencent earnings, Pinduoduo’s 20-F, and digital currency in China with Wolfie Zhao

    55: Tencent earnings, Pinduoduo’s 20-F, and digital currency in China with Wolfie Zhao

    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.

    • 1 hr 14 min
    54: After Luckin, fraud will still be a problem. With Wei Sheng

    54: After Luckin, fraud will still be a problem. With Wei Sheng

    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.

    • 53 min
    53: How COVID-19 is a 'new retail' tipping point, with Michael Zakkour

    53: How COVID-19 is a 'new retail' tipping point, with Michael Zakkour

    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 ecommerce 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.

    • 1 hr 4 min
    52: Luckin - The writing was on the wall with Michael Norris

    52: Luckin - The writing was on the wall with Michael Norris

    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.

    • 57 min
    51: Tencent, JD, PDD earnings, and Jeffrey Towson discusses the battle royale for services.

    51: Tencent, JD, PDD earnings, and Jeffrey Towson discusses the battle royale for services.

    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.

    • 1 hr 11 min

Customer Reviews

5.0 out of 5
20 Ratings

20 Ratings

Gkanai ,

A must listen for China Tech

The China Tech Investor Podcast is a must listen for anyone who covers Chinese tech equities, but more than that, anyone who is interested in the growing influence of Chinese tech companies, products and services. James and Elliott have a great rapport, bring on solid guests, and do a great job of covering the big trends and changes in the complex China tech ecosystem. I am a long time listener and really value what and how the two hosts share their experiences and opinions.

Eric_920 ,

Great market insight

I really enjoyed this podcast. Unique, smart insights into a market that is not transparent. I’ve lived in China for 13 years and love listening to this.

corygoldblatt ,

Great podcast

If you live in China, you should listen to this.

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