60 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 • 25 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

    60: Breaking down quarterly earnings from BABA, JD, and PDD

    60: Breaking down quarterly earnings from BABA, JD, and PDD

    In an earnings season tradition, Elliott and James bring on Michael Norris to discuss the quarterly earnings reports of Alibaba, JD, and Pinduoduo, and discuss what investors should be looking for from them going forward.

    • 1 hr 17 min
    59: China’s cloud landscape, with Kevin Xu

    59: China’s cloud landscape, with Kevin Xu

    Elliott and James welcome Kevin Xu to the podcast this week. Kevin is the author of Interconnected, a bilingual newsletter on tech, business, geopolitics, and US-China relations. The three guys discuss China’s cloud services landscape and its competitive dynamics. They also discuss TSMC and the intense competition in semiconductor development.

    • 1 hr
    58: Are China and India getting a tech divorce? With Dev Lewis

    58: Are China and India getting a tech divorce? With Dev Lewis

    Elliott and James welcome Digital Asia Hub fellow Dev Lewis back to the podcast to discuss what a worsening diplomatic relationship between China and India means for Chinese tech companies in India, and what the future of India’s tech landscape will look like.

    James and Ell also chat about the prospects of IPOs from Ant Financial and Didi Chuxing.

    • 1 hr 7 min
    57: Tom Orlik on why the China bubble never seems to pop

    57: Tom Orlik on why the China bubble never seems to pop

    After taking some time to welcome his newborn son, James returns to his co-hosting duties, as he and Elliott welcome Bloomberg Chief Economist Tom Orlik to the pod to discuss Tom’s new book "China: The Bubble that Never Pops." Ell, James, and Tom discuss reasons to be optimistic about the future of the Chinese economy, and why it has avoided a major crisis in the decades following Reform and Opening Up.

    James and Elliott also cover a few other hot topics in the news recently, such as the prospect of a Tiktok ban in the US.

    • 1 hr 12 min
    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

Customer Reviews

5.0 out of 5
25 Ratings

25 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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