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China Tech Investor

TechNode

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

  • 47 minutes 46 seconds
    CTI 84: Can China’s data regulations foster both security and development? With Tom Nunlist

    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 Trivium China’s Tom Nunlist to discuss China’s evolving data regulation. They go over the three pieces of legislation that are shaping the country’s broad policy towards data, and how it diverges from the frameworks in the US and Europe, and how China’s assertive approach to such policy may impact the future of data protection standards globally.

    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:

    • Tencent
    • Alibaba
    • Baidu
    • Bilibili
    • Xiaomi
    • JD
    • Pinduoduo
    • Meituan-Dianping
    • Kuaishou

    Hosts:

     

    Guest:              

    • Tom Nunlist - @freefader

     

    Editor:

    Podcast information:

    9 December 2021, 9:20 am
  • 1 hour 26 minutes
    CTI 83: Earnings, Baidu, Tencent and Alibaba with Michael Norris

    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.

    In this earnings episode, the guys welcome back Michael Norris to discuss the September 2021 quarter results for Baidu, Tencent and Alibaba. They also answer some listener questions towards the end. Which company will benefit most from opening walled gardens?

    Hosts may have interest in the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

    Watchlist:

    • Tencent
    • Alibaba
    • Baidu
    • Bilibili
    • Xiaomi
    • JD
    • Pinduoduo
    • Meituan-Dianping
    • Kuaishou

    Hosts:

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    Podcast information:

    26 November 2021, 6:48 am
  • 1 hour 7 minutes
    CTI 82: Will online gaming remain a pillar of China’s digital economy?

    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 South China Morning Post’s Josh Ye to discuss China’s gaming industry. They go over recent regulations, misconceptions, and whether Chinese gaming firms have a leg up in the future of the “metaverse.” James and Ell also briefly discuss Luckin Coffee, Evergrande, and antitrust regulation.

    To read more of Josh’s work on gaming in China and much more, check out the Pro Edition of SCMP’s 2021 China Internet Report.

    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:

    • Tencent
    • Alibaba
    • Baidu
    • Bilibili
    • Xiaomi
    • JD
    • Pinduoduo
    • Meituan-Dianping
    • Kuaishou

    Hosts:

    Guest:              

    • Josh Ye - @TheRealJoshYe

    Editor:

    Podcast information:

    29 October 2021, 3:53 am
  • 51 minutes 53 seconds
    CTI 81: Evergrande: How we got here, and what it means, with Ming Zhao

    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:

    • Tencent
    • Alibaba
    • Baidu
    • Bilibili
    • Xiaomi
    • JD
    • Pinduoduo
    • Meituan-Dianping
    • Kuaishou

    Hosts:

    Guest:              

    • Ming Zhao - @fabiusmercurius

    Editor:

    Podcast information:

    29 September 2021, 4:30 am
  • 1 hour 4 minutes
    CTI 80: Breaking down China’s tech regulation (thus far), with John Artman

    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.

    Watchlist:

    • Tencent
    • Alibaba
    • Baidu
    • Bilibili
    • Xiaomi
    • JD
    • Pinduoduo
    • Meituan-Dianping
    • Kuaishou

    Hosts:

    Guest:              

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    Podcast information:

    17 September 2021, 8:44 am
  • 1 hour 16 minutes
    CTI 79: Kuaishou, Tencent, and Xiaomi earnings, with Michael Norris

    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 regular guest Michael Norris to review some Q2 earnings highlights. They zoom in on Kuaishou, Tencent, and Xiaomi: three companies that have faced dramatically differing fates in recent months, but whose trajectories offer insights into the current state of China tech and its regulatory overhaul.

    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:

    • Tencent
    • Alibaba
    • Baidu
    • Bilibili
    • Xiaomi
    • JD
    • Pinduoduo
    • Meituan-Dianping
    • Kuaishou

    Hosts:

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    Podcast information:

    3 September 2021, 9:32 am
  • 1 hour 6 minutes
    CTI 78: Didi’s evolving saga and Beijing’s regulatory ambitions, with Kendra Schaefer

    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 Kendra Schaefer, partner at Trivium China and head of the firm’s tech practice. They dig into the ever-evolving saga at Didi, whose decision to go through with a US IPO against Beijing’s wishes has brought about waves of regulatory wrath the ride-hailing and mobility giant. Kendra’s insights are helpful for investors, analysts, or anyone hoping to understand the new rules of the road for China’s tech 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:

    • Tencent
    • Alibaba
    • Baidu
    • Bilibili
    • Xiaomi
    • JD
    • Pinduoduo
    • Meituan-Dianping
    • Kuaishou

    Hosts:

    Guest:

    • Kendra Schaefer - @kendraschaefer

    Editor:

    Podcast information:

    29 July 2021, 11:44 am
  • 1 hour 4 minutes
    CTI 77: MissFresh and Dingdong Maicai, with Emma Lee

    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.

    In this episode the guys welcome Emma Lee back to discuss MissFresh and Dingdong Maicai. Key topics include what grocery e-commerce is, who the players in the space are, how they are different, and more. Elliott and James also discuss Didi Global. The conversation with Emma Lee was recorded on July 1, 2021 and the rest of the episode was recorded on July 2, 2021. 

    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:

    • Tencent
    • Alibaba
    • Baidu
    • Bilibili
    • Xiaomi
    • JD
    • Pinduoduo
    • Meituan-Dianping
    • Kuaishou

    Hosts:

    Guest:

    Editor:

    Podcast information:

    8 July 2021, 7:25 am
  • 1 hour 17 minutes
    CTI 76: Baidu, Tencent, and JD earnings, with Michael Norris

    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.

    It’s another earnings episode, so the guys welcome Michael Norris back to the show. They discuss the quarterly earnings of Baidu, Tencent, and JD, while also answering questions from listeners. Key topics include what a new era in tech regulation means for stocks.

    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:

    • Tencent
    • Alibaba
    • Baidu
    • Bilibili
    • Xiaomi
    • JD
    • Pinduoduo
    • Meituan-Dianping
    • Kuaishou

    Hosts:

    Guest:

    • Michael Norris - @briefnorris

    Editor:

    Podcast information:

    10 June 2021, 7:40 am
  • 1 hour 7 minutes
    CTI 75: The past, present, and future of Bytedance, with Zheping Huang (plus Kuaishou earnings)

    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.

    In this episode, James and Elliott are joined for the second time by Bloomberg tech reporter Zheping Huang. They discuss what the future has in store for Bytedance now that their founder Zhang Yiming is no longer in the CEO role. Zheping and his colleagues recently completed a 6-part podcast series chronicling the rise of Bytedance’s Tiktok in the US, and the Trump administration’s attempts to ban it. 

    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:

    • Tencent
    • Alibaba
    • Baidu
    • Bilibili
    • Xiaomi
    • JD
    • Pinduoduo
    • Meituan-Dianping
    • Kuaishou

    Hosts:

    Guest:

    • Zheping Huang - @pingroma

    Editor:

    Podcast information:

    28 May 2021, 7:29 am
  • 1 hour 5 minutes
    CTI 74: China’s evolving semiconductor landscape, with Stewart Randall

    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.

    In this episode, James and Elliott are joined by Stewart Randall, Director of Operations at Intralink Shanghai and a regular Technode contributor. Stew talks about the current semiconductor frenzy in China, what are the factors fueling it, and how investors can differentiate the contenders from the pretenders.

    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:

    • Tencent
    • Alibaba
    • Baidu
    • Bilibili
    • Xiaomi
    • JD
    • Pinduoduo
    • Meituan-Dianping
    • Kuaishou

    Hosts:

    Guest:                   

    • Stewart Randall - @stewrandall

    Editor:

    Podcast information:

    12 May 2021, 7:23 am
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