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 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.
Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.
Watchlist:
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Podcast information:
CTI 84: Can China’s data regulations foster both security and development? With Tom Nunlist
CTI 83: Earnings, Baidu, Tencent and Alibaba with Michael Norris
CTI 82: Will online gaming remain a pillar of China’s digital economy?
CTI 80: Breaking down China’s tech regulation (thus far), with John Artman
CTI 79: Kuaishou, Tencent, and Xiaomi earnings, with Michael Norris
CTI 78: Didi’s evolving saga and Beijing’s regulatory ambitions, with Kendra Schaefer
CTI 77: MissFresh and Dingdong Maicai, with Emma Lee
CTI 76: Baidu, Tencent, and JD earnings, with Michael Norris
CTI 75: The past, present, and future of Bytedance, with Zheping Huang (plus Kuaishou earnings)
CTI 74: China’s evolving semiconductor landscape, with Stewart Randall
CTI 73: Zhihu is a household name in China. But will it pay off for shareholders? With Zeyi Yang
CTI 72: Pinduoduo, Kuaishou, and Meituan earnings, plus listener questions, with Michael Norris
CTI 71: Chinese Antritrust Exceptionalism, with Angela Huyue Zhang
CTI 70: Ant Group, DCEP, crypto mining, and all things China fintech with Eliza Gkritsi
CTI 69: Is Kuaishou just a smaller version of Bytedance? Or is it something more? With Michael Norris
CTI 68: From Alibaba & Ant to Xiaomi: Looking back at 2020, forward to 2021
CTI 67: The boom and bust of China’s 'second landlords,' with Capucine Cogné
CTI 66: EV makers got a big charge in 2020, with Tu Le
CTI 65: Strong quarters for Bilibili, Pinduoduo, and Tencent, with Michael Norris
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