China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.
Make sure you don’t miss anything. Check out our lineup of China tech podcasts.
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.
Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.
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Podcast information:
CTI 64: How Bytedance Built an 'Attention Factory,' with Matthew Brennan
CTI 63: Why the short sellers are targeting GSX, with Joe Ridsdale
CTI 62: Xiaomi’s resilience, with Bryan Ma
61: Ant Group is really big, and really confusing
60: Breaking down quarterly earnings from BABA, JD, and PDD
59: China’s cloud landscape, with Kevin Xu
58: Are China and India getting a tech divorce? With Dev Lewis
57: Tom Orlik on why the China bubble never seems to pop
56: Alibaba, Bilibili, and Pinduoduo earnings, plus what to expect if Chinese companies delist from the US
55: Tencent earnings, Pinduoduo’s 20-F, and digital currency in China with Wolfie Zhao
54: After Luckin, fraud will still be a problem. With Wei Sheng
53: How COVID-19 is a 'new retail' tipping point, with Michael Zakkour
52: Luckin - The writing was on the wall with Michael Norris
51: Tencent, JD, PDD earnings, and Jeffrey Towson discusses the battle royale for services.
50: The coronavirus sell-off, and earnings from Alibaba, Baidu, and iQiyi
49: Huawei, Google, and the “splinternet,” with Wei Sheng
48: The coronavirus ripple effect, with Marcus Ryder
47: Xiaomi, 5G, Bytedance, and other “incredible” predictions for 2020, with Wang Boyuan
46: 2019’s biggest winners and losers, and what to expect for 2020
45: Boom, bust, and competition: Electric vehicles in China, with Tu Le
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