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.
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Podcast information:
24: SoftBank's Vision Fund and peak tech with Shai Oster
23: Is Luckin Coffee a real business?
22: Livestreaming fashion and the dangers of stock-picking with Jordan Schneider
21: Why UXIN’s stock is a lemon with Anne Stevenson-Yang of J Capital Research
20: Xiaomi's Q4 earnings and China's new tech board with Jacky Wong
19: Tencent’s earnings and growing in mature market with Michael Norris (part 2/2)
18: Growing in a mature market with Michael Norris (part 1/2)
17: JD's strong earnings and Alibaba vs Tencent with Tim Culpan
16: Bytedance's Shanghai IPO, Meituan Dianping added to the watch list
15: Tencent buys part of Reddit and common reporting standards
14: Alibaba’s earnings and Chinese e-commerce in southeast Asia with Bernard Leong”
13: Davos, Vancouver real estate, and entrepreneurship in China with Shlomo Freund
12: Huawei’s dilemma and the shrinking smartphone pie
11: Obnoxiously addictive short video apps with Masha Borak
10: The tech cold war with Paul Triolo
09: Tech transfer concessions
08: Relocating a factory from China, what to know
07: The Tencent Music IPO drama
06: Trade agreements and communist party committees with Christopher Balding
05: JD and Xiaomi’s earnings & adding Pinduoduo with Xue Yujie
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