73 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 • 28 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

    CTI 73: Zhihu is a household name in China. But will it pay off for shareholders? With Zeyi Yang

    CTI 73: Zhihu is a household name in China. But will it pay off for shareholders? With Zeyi Yang

    In this episode, James and Elliott are joined by Protocol’s Zeyi Yang. Zeyi shares his thoughts on Zhihu, the popular Chinese information-sharing platform that recently IPOed in New York. The guys discuss the company’s strengths and weaknesses, and how investors view the company’s potential.

    • 36 min
    CTI 72: Pinduoduo, Kuaishou, and Meituan earnings, plus listener questions, with Michael Norris

    CTI 72: Pinduoduo, Kuaishou, and Meituan earnings, plus listener questions, with Michael Norris

    In this episode, James and Elliott are joined by frequent CTI guest Michael Norris to cover the 2020 Q4 earnings of Pinduoduo, Kuaishou, and Meituan. The guys also answer some questions posed by listeners of the show on Twitter.

    Sorry folks, we had a little trouble with our recording setup and there’s some interference in the audio.

    • 1 hr 25 min
    CTI 71: Chinese Antritrust Exceptionalism, with Angela Huyue Zhang

    CTI 71: Chinese Antritrust Exceptionalism, with Angela Huyue Zhang

    Recorded live on Clubhouse, Elliott chats with University of Hong Kong professor Angela Zhang about her new book "Chinese Antitrust Exceptionalism." They explore the unique structural and cultural frameworks that distinguish China's antitrust approach from that of other prominent nations, how China may use antitrust in its competition with the US, and what investors can learn from Ant Group's halted IPO.

    • 1 hr 1 min
    CTI 70: Ant Group, DCEP, crypto mining, and all things China fintech with Eliza Gkritsi

    CTI 70: Ant Group, DCEP, crypto mining, and all things China fintech with Eliza Gkritsi

    In this episode, James and Elliott are joined by TechNode’s own Eliza Gkritsi. Eliza gives an update on how Ant Group’s fate may change as aresult of new regulations. She also gives her takeaways at this current point of China’s digital currency rollout. The conversation also touches on China’s crypto-mining industry, and the rig-makers who have been benefiting from Bitcoin’s latest bull run.

    • 59 min
    CTI 69: Is Kuaishou just a smaller version of Bytedance? Or is it something more? With Michael Norris

    CTI 69: Is Kuaishou just a smaller version of Bytedance? Or is it something more? With Michael Norris

    In this episode, James and Elliott are once again joined by regular guest Michael Norris to discuss Kuaishou’s blockbuster IPO. They cover what it is that Kuaishou does as a business, its financial situation, and where its growth prospects are going forward. Is Kuaishou a good company? Or is it the fast-growing short video segment which is drawing the investor interest?

    • 1 hr 2 min
    CTI 68: From Alibaba & Ant to Xiaomi: Looking back at 2020, forward to 2021

    CTI 68: From Alibaba & Ant to Xiaomi: Looking back at 2020, forward to 2021

    In this episode, James and Elliott review the winners and losers of 2020, what they got right and what they got wrong, as well as the lessons they learned. They also look forward to the rest of 2021, anticipating trends, as well as companies to watch. They discuss Bilibili, Alibaba, Ant, Xiaomi, Baidu, and more.

    • 52 min

Customer Reviews

5.0 out of 5
28 Ratings

28 Ratings

Arlie K ,

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!

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.

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