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 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.
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.
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.
CTI 76: Baidu, Tencent, and JD earnings, with Michael Norris
It’s another earnings episode, so the guys welcome Michael Norris back to the show. They discuss the quarterly earnings of Baidu, Tencent, and JD, while also answering questions from listeners. Key topics include what a new era in tech regulation means for stocks.
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.