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
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.
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?
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.
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.
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.
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.
Tons of insights!
China Tech Investor is consistently jam-packed with great information re: all things China. It's an absolute must-listen for anyone with an eye on the Asian markets!
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.
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.