49 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

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

    49: Huawei, Google, and the “splinternet,” with Wei Sheng

    49: Huawei, Google, and the “splinternet,” with Wei Sheng

    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.

    • 50 min
    48: The coronavirus ripple effect, with Marcus Ryder

    48: The coronavirus ripple effect, with Marcus Ryder

    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.

    • 45 min
    47: Xiaomi, 5G, Bytedance, and other “incredible” predictions for 2020, with Wang Boyuan

    47: Xiaomi, 5G, Bytedance, and other “incredible” predictions for 2020, with Wang Boyuan

    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.

    • 55 min
    46: 2019’s biggest winners and losers, and what to expect for 2020

    46: 2019’s biggest winners and losers, and what to expect for 2020

    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.

    • 1 hr 3 min
    45: Boom, bust, and competition: Electric vehicles in China, with Tu Le

    45: Boom, bust, and competition: Electric vehicles in China, with Tu Le

    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.

    • 56 min
    CTI 44: Ed-tech in China with John Artman

    CTI 44: Ed-tech in China with John Artman

    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 ed-tech 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.

    • 1 hr 7 min

Customer Reviews

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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