Podcasts about china tech investor

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:TencentAlibabaBaiduBilibiliXiaomiJDPinduoduoMeituan-DianpingKuaishouHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullx Guest:              Tom Nunlist - @freefader Editor:Peter Isachenko - https://Peteris.cargo.site/Podcast information:iTunesSpotifyRSS FeedMusic: “Hey Ho” by Steve Jackson, Royalty Free Music

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:TencentAlibabaBaiduBilibiliXiaomiJDPinduoduoMeituan-DianpingKuaishouHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxGuest:              Michael Norris - @briefnorrisEditor:Peter IsachenkoPodcast information:iTunesSpotifyRSS FeedMusic: “Hey Ho” by Steve Jackson, Royalty Free Music

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:TencentAlibabaBaiduBilibiliXiaomiJDPinduoduoMeituan-DianpingKuaishouHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxGuest:              Josh Ye - @TheRealJoshYeEditor:Peter IsachenkoPodcast information:iTunesSpotifyRSS FeedMusic: “Hey Ho” by Steve Jackson, Royalty Free Music

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:TencentAlibabaBaiduBilibiliXiaomiJDPinduoduoMeituan-DianpingKuaishouHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxGuest:              Ming Zhao - @fabiusmercuriusEditor:Peter IsachenkoPodcast information:iTunesSpotifyRSS FeedMusic: “Hey Ho” by Steve Jackson, Royalty Free Music

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:TencentAlibabaBaiduBilibiliXiaomiJDPinduoduoMeituan-DianpingKuaishouHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxGuest:              John Artman - @knowsnothingEditor:Peter IsachenkoPodcast information:iTunesSpotifyRSS FeedMusic: “Hey Ho” by Steve Jackson, Royalty Free Music

Recent decisions by the Chinese Communist Party regulating the behaviours of celebrities, time spent on online games and even after school tutoring have led to questions around the intentions and objectives of the Chinese Communist Party (CPC) and its head, President Xi Jinping. China has sought to limit so-called 'effeminate' behaviours, curtailed reality television shows, and even suppress celebrity ratings and rankings. Further, opposition politicians within the CPC have been arrested, businessmen such as Alibaba's Jack Ma detained and disappeared, and President Xi's Thought on Socialism with Chinese characteristics incorporated into the CPC's constitution. President Xi will likely also maintain his position following the next CPC congress in 2012, having abolished term limits in 2018. These measures are all in response to the increasing access to information, growing education and standards and economic power of ordinary Chinese, and the CPC and President Xi's attempt to ensure that the party remains central to the state and people. Speaking to Radio Islam International, Elliott Zaagman, host and producer of the New York-based China Tech Investor podcast, agreed that this was a symptom of the country's totalitarian system, argued that it was substantively different to Mao Zedong's 'Cultural Revolution.' He compared Mao's revolution, which sought to overthrow the country's institution, with Xi, who used the institutions to regain society.

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:TencentAlibabaBaiduBilibiliXiaomiJDPinduoduoMeituan-DianpingKuaishouHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxGuest:              Michael Norris - @briefnorrisEditor:Peter IsachenkoPodcast information:iTunesSpotifyRSS FeedMusic: “Hey Ho” by Steve Jackson, Royalty Free Music

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:TencentAlibabaBaiduBilibiliXiaomiJDPinduoduoMeituan-DianpingKuaishouHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxGuest:Kendra Schaefer - @kendraschaeferEditor:Peter IsachenkoPodcast information:iTunesSpotifyRSS FeedMusic: “Hey Ho” by Steve Jackson, Royalty Free Music

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:TencentAlibabaBaiduBilibiliXiaomiJDPinduoduoMeituan-DianpingKuaishouHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxGuest:Emma Lee - TechNodeEditor:Peter IsachenkoPodcast information:iTunesSpotifyRSS FeedMusic: “Hey Ho” by Steve Jackson, Royalty Free Music

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:TencentAlibabaBaiduBilibiliXiaomiJDPinduoduoMeituan-DianpingKuaishouHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxGuest:Michael Norris - @briefnorrisEditor:Peter IsachenkoPodcast information:iTunesSpotifyRSS FeedMusic: “Hey Ho” by Steve Jackson, Royalty Free Music

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:TencentAlibabaBaiduBilibiliXiaomiJDPinduoduoMeituan-DianpingKuaishouHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxGuest:Zheping Huang - @pingromaEditor:Peter IsachenkoPodcast information:iTunesSpotifyRSS FeedMusic: “Hey Ho” by Steve Jackson, Royalty Free Music

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:TencentAlibabaBaiduBilibiliXiaomiJDPinduoduoMeituan-DianpingKuaishouHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxGuest:                   Stewart Randall - @stewrandallEditor:Peter IsachenkoPodcast information:iTunesSpotifyRSS FeedMusic: “Hey Ho” by Steve Jackson, Royalty Free Music

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 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.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:TencentAlibabaBaiduBilibiliXiaomiJDPinduoduoMeituan-DianpingKuaishouHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxGuest:                   Zeyi Yang - @zeyiyangEditor:Peter IsachenkoPodcast information:iTunesSpotifyRSS FeedMusic: “Hey Ho” by Steve Jackson, Royalty Free Music

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 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.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:TencentAlibabaBaiduBilibiliXiaomiJDPinduoduoMeituan-DianpingKuaishouHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxGuest:                   Michael Norris - @briefnorrisEditor:Peter IsachenkoPodcast information:iTunesSpotifyRSS FeedMusic: “Hey Ho” by Steve Jackson, Royalty Free Music

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.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. 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:TencentAlibabaBaiduBilibiliXiaomiJDPinduoduoMeituan-DianpingHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxGuest:                   Angela Huyue Zhang – @AngelaZhangHKEditor:Peter IsachenkoPodcast information:iTunesSpotifyRSS FeedMusic: “Hey Ho” by Steve Jackson, Royalty Free Music

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 Technode’s own Eliza Gkritsi. Eliza gives an update on how Ant Group’s fate may change as a result 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.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:TencentAlibabaBaiduBilibiliXiaomiJDPinduoduoMeituan-DianpingHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxGuest:                   Eliza Gkritsi - @egreecheeEditor:Peter IsachenkoPodcast information:iTunesSpotifyRSS FeedMusic: “Hey Ho” by Steve Jackson, Royalty Free Music

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 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?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:TencentAlibabaBaiduBilibiliXiaomiJDPinduoduoMeituan-DianpingHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxGuest:              Michael Norris - @briefnorrisEditor:Peter IsachenkoPodcast information:iTunesSpotifyRSS FeedMusic: “Hey Ho” by Steve Jackson, Royalty Free Music

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 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.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:TencentAlibabaBaiduBilibiliXiaomiJDPinduoduoMeituan-DianpingHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxEditor:Peter IsachenkoPodcast information:iTunesSpotifyRSS Feed

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 week’s guest is Capucine Cogné, a real estate industry specialist based in Chengdu who has been following the rise and fall of China’s “second landlord” platforms. She discusses what led to their rise, the unique circumstances of their fall, and who might stand to benefit as the industry now consolidates.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:TencentAlibabaBaiduBilibiliXiaomiJDPinduoduoMeituan-DianpingHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxGuest:                   Capucine CognéEditor:Peter IsachenkoPodcast information:iTunesSpotifyRSS FeedMusic: “Hey Ho” by Steve Jackson, Royalty Free Music 

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 week, Tu Le from Sino Auto Insights joins the show to discuss the stratospheric rise that electric vehicle stocks have experienced this year, and what those firms will need to achieve in order to justify their share prices. 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:TencentAlibabaBaiduBilibiliXiaomiJDPinduoduoMeituan-DianpingHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxGuest:                   Tu Le - @sinoautoinsightEditor:Peter IsachenkoPodcast information:iTunesSpotifyRSS FeedMusic: “Hey Ho” by Steve Jackson, Royalty Free Music

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 week, Michael Norris is back for his regular earnings check-in, as the guys go over the calls from Bilibili, Pinduoduo, and Tencent.  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:TencentAlibabaBaiduiQiyiXiaomiJDPinduoduoMeituan-DianpingLuckin CoffeeHosts:Elliott Zaagman – @elliottzaagmanJames Hull – @jameshullxGuest:                   Michael Norris — @briefnorrisEditor:Peter IsachenkoPodcast information:iTunesSpotifyRSS FeedMusic: “Hey Ho” by Steve Jackson, Royalty Free Music

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.Elliott and James welcome back Matthew Brennan to the show to discuss his new book: Attention Factory: The Story of Tiktok and China’s Bytedance. Matthew shares insights into the company’s beginnings as well as its meteoric rise, the people and personalities that define its culture, and how Tiktok came close to failing in the US. 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:TencentAlibabaBaiduiQiyiXiaomiJDPinduoduoMeituan-DianpingLuckin CoffeeHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxGuest:              Matthew Brennan– @mbrennanchinaEditor:Peter IsachenkoPodcast information:iTunesSpotifyRSS FeedMusic: “Hey Ho” by Steve Jackson, Royalty Free Music

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.Elliott and James welcome Joe Ridsdale, CEO of West Street Capital Partners. Joe explains why his firm is one of many who have a short position on Chinese ed-tech company GSX. The three of them also discuss the structural barriers to exposing fraud in such circumstances.Hosts may have interest in some of the stocks discussed. Short sellers, such as the guest in this episode, earn money if the price of a stock falls. The discussion should not be construed as investment advice or a solicitation of services. Watchlist:TencentAlibabaBaiduiQiyiXiaomiJDPinduoduoMeituan-DianpingLuckin CoffeeHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxGuest:              Joe Ridsdale– @RidsdalejoeEditor:Peter IsachenkoPodcast information:iTunesSpotifyRSS FeedMusic: “Hey Ho” by Steve Jackson, Royalty Free Music

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 podcastsElliott and James welcome IDC’s VP of Device Research Bryan Ma to the show. They discuss how Xiaomi is benefiting from Huawei’s international troubles, the foothold they continue to establish in India and SE Asia, and how the pandemic has been a surprisingly good year for PC makers.Hosts may have interests in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.Get the PDF of the China Consumer Index.Watchlist:TencentAlibabaBaiduiQiyiXiaomiJDPinduoduoMeituan-DianpingLuckin CoffeeHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxGuest:              Bryan Ma– @bryanbmaEditor:Peter IsachenkoPodcast information:iTunesSpotifyRSS FeedMusic: “Hey Ho” by Steve Jackson, Royalty Free Music 

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 podcastsElliott and James try to get their minds around Ant Group’s IPO, and attempt to explain the business behind what is likely to be the biggest IPO in history.Hosts may have interests in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.Get the PDF of the China Consumer Index.Watchlist:TencentAlibabaBaiduiQiyiXiaomiJDPinduoduoMeituan-DianpingLuckin CoffeeHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxGuest:              NoneEditorPeter IsachenkoPodcast information:iTunesSpotifyRSS FeedMusic: “Hey Ho” by Steve Jackson, Royalty Free Music

This is Part 2 about Pinduoduo and the idea of interactive / engagement-driven ecommerce.In Part 1, I discussed a recent whitepaper with its authors Elliott Zaagman (co-host the China Tech Investor podcast and a research and communications professional focused on China) and Matthew Brennan (Managing Director of the China Channel.)Their whitepaper on Pinduoduo and interactive commerce is available at China Channel or can be downloaded directly here (Interactive Ecommerce Whitepaper 2020.08.10.)You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.The 5 choices for explaining Pinduoduo’s success are:First mover in a huge market. Got the right product at the right time in the right market.Offered low cost (sometimes free) products to a frugal demographic.Interactive / engagement-focused ecommerce.Group buying and virality. The tie with WeChat.Good execution and management.Related podcasts and articles:What is the Secret of Pinduoduo’s Success? With Matthew Brennan and Elliott Zaagman. (1 of 2) (Jeff’s Asia Tech Class – Podcast 45)This is part of Learning Goals: Level 7-8, with a focus on:#31: Introduction to PinduoduoConcepts for this class. The slides discussed in the podcast are located below and correspond to the 4 ideas below.Value for Money. The Power of Cheap and Free. Example of Digital Superpower #1: Dramatically improving the user experience.Interactive / Engagement-Focused EcommerceVirality and Word of MouthExternal View and Base RatesCompanies for this class:Pinduoduo------------Support the show (https://jefftowson.com)

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 podcastsIn an earnings season tradition, Elliott and James bring on Michael Norris to discuss the quarterly earnings reports of Alibaba, JD, and Pinduoduo, and discuss what investors should be looking for from them going forward.See supporting charts here.Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.Get the PDF of the China Consumer Index.Watchlist:TencentAlibabaBaiduiQiyiXiaomiJDPinduoduoMeituan-DianpingLuckin CoffeeHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxGuest:Michael Norris— @briefnorrisEditorPeter IsachenkoPodcast information:iTunesSpotifyRSS FeedMusic: “Hey Ho” by Steve Jackson, Royalty Free Music

This is Part 1 about Pinduoduo and the idea of interactive / engagement-driven ecommerce. Our guests for this podcast were Matthew Brennan and Elliott Zaagman.Elliott Zaagman is co-host the China Tech Investor podcast and a research and communications professional focused on China.Matthew Brennan is Managing Director of the China Channel. We discuss their whitepaper on Pinduoduo and interactive commerce, which is available at China Channel.The 5 choices for explaining Pinduoduo’s success are:First mover in a huge market. Got the right product at the right time in the right market.Offered low cost (sometimes free) products to a frugal demographic.Interactive / engagement-focused ecommerce.Group buying and virality. The tie with WeChat.Good execution and management.Related podcasts and articles:Companies Can Have Digital Superpowers: Lazada vs. Grab. Luckin vs. Hellobike. (Jeff’s Asia Tech Class – Podcast 37)What Is the Secret of Zoom’s Success in Video Communications? (Jeff’s Asia Tech Class – Podcast 21)This is part of Learning Goals: Level 7-8, with a focus on:#31: Introduction to PinduoduoConcepts for this class:Value for Money. The Power of Cheap and Free. Example of Digital Superpower #1: Dramatically improving the user experience.Interactive / Engagement-Focused EcommerceVirality and Word of MouthCompanies for this class:Pinduoduo———I write and speak about digital China and Asia’s latest tech trends.I also teach Jeff’s Asia Tech Class, an online course and daily commentary for busy executives on Asia tech and China’s digital leaders.www.jeffreytowson.comSupport the show (https://jefftowson.com)

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 podcastsElliott and James welcome Kevin Xu to the podcast this week. Kevin is the author of Interconnected, a bilingual newsletter on tech, business, geopolitics, and US-China relations. The three guys discuss China’s cloud services landscape and its competitive dynamics. They also discuss TSMC and the intense competition in semiconductor development. Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.Get the PDF of the China Consumer Index.Watchlist:TencentAlibabaBaiduiQiyiXiaomiJDPinduoduoMeituan-DianpingLuckin CoffeeHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxGuest:Kevin Xu - @kevinsxuEditorPeter IsachenkoPodcast information:iTunesSpotifyRSS FeedMusic: “Hey Ho” by Steve Jackson, Royalty Free Music

Once Chinese companies rise to the top of the domestic market, another challenge emerges: publicly listing on one of the major U.S. stock exchanges. Among the more recent listings, there is Bilibili and iQIYI for video, and Lizhi and Tencent Music for audio.Ross Warner (vice president of The Piacente Group) and Elliott Zaagman (co-host of the China Tech Investor podcast) join Aladin Farré to explain the requirements of going public in the United States, the knowledge gap between Chinese companies and Western investors, and how going public can influence content creation and distribution.Middle Earth is made by China Compass Productions. If you have a China-themed cultural project, please get in touch!With thanks to Brenden Gonsalves for graphic design and Sean Calvo for music support.Recommendations: Rich Dad Poor Dad and The Intelligent Investor, self-help books on investments. The China Hustle, a 2017 documentary about how small Chinese companies were hyped up and sold by American investment banks to U.S.-based investors.The Motley Fool Podcasts, a series of podcasts about investing. Like the podcasts at SupChina? Help us out by taking this brief survey. Answers to the quiz:152 Chinese companies are listed on the major U.S. stock exchanges. Beijing Jingxi Culture and Tourism (北京京西文化旅游股份有限公司), the company that produced Wolf Warrior 2, is the company that was queried by the Shenzhen Stock Exchange after fraud allegations.

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 podcastsIn this episode, the guys welcome on veteran media executive and Caixin Global executive producer Marcus Ryder to discuss the massive ripple effect of the Wuhan coronavirus on China’s economy and tech industry. They try to get a grip on the many ways that the outbreak is shaking up our assumptions about the Chinese economy, markets, and tech space in the first quarter of 2020.Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.Get the PDF of the China Consumer Index.Watchlist:TencentAlibabaBaiduiQiyiXiaomiJDPinduoduoMeituan-DianpingLuckin Coffee Guest:Marcus Ryder - @marcusryderHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxEditorPeter IsachenkoPodcast information:iTunesSpotifyRSS FeedMusic: “Hey Ho” by Steve Jackson, Royalty Free Music 

GANG LU is the Founder and CEO of China’s leading English-language tech-focused media company TechNode, China’s answer to TechCrunch. They offer analysis in print, on video, and on their podcasts including China Tech Talk and China Tech Investor. Learn more about technode.com and visit howchinaworkspodcast.com for more info about our show!

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.Happy New Year! In this episode, the guys look over their watch list and discuss the biggest winners and losers of 2019. They also make a few bold predictions about what to expect in 2020 for the biggest names in China tech.Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.Get the PDF of the China Consumer Index.Watchlist:TencentAlibabaBaiduiQiyiXiaomiJDPinduoduoMeituan-DianpingLuckin CoffeeHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxEditorPeter IsachenkoPodcast information:iTunesSpotifyRSS FeedMusic: “Hey Ho” by Steve Jackson, Royalty Free Music 

It's time to reflect on the end of the year, and the end of the decade. So as you're listening to Simon Manetti reflect on his last 10 years of choices and chances in China, take a moment to think about the forces that brought you to where you are today. Some of you might look back on your decade as a series of rational and linear decisions. Well congratulations to you. Personally I relate more to Simon: some rational decision; a few irrational ones thrown in; and otherwise a combination of luck, fate and opportunism. Thank you to Simon for being so open, eloquent, and... relatable.Simon Manetti's object: A plain old lamp. Simon Manetti's favourite WeChat sticker [1]: a dancing baby.(Add @oscar10877 on WeChat to join the Group and see the original sticker)Simon Manetti's favourite WeChat sticker [2]: a triumphant baby.(Add @oscar10877 on WeChat to join the Group and see the original sticker)Simon Manetti's favourite WeChat sticker [3]: a surprised baby.(Add @oscar10877 on WeChat to join the Group and see the original sticker)Simon Manetti's favourite place to visit in China: Hong Kong (香港).One of Simon Manetti's favourite places to hang out: Alimentari.Simon Manetti's favourite song to sing at KTV (karaoke): Bee Gees, Stayin' Alive.Simon Manetti's favourite China-related information sources: China Tech Investor and China Tech Talk, from Technode.Simon Manetti's selfie with Oscar.Simon Manetti: He bought his lamp at one of the Friendship Stores in Beijing. Simon Manetti: One of his motorcycle trips to Miyun (密云), outside Beijing (北京).Simon Manetti: When he lived in Ningbo, he would travel to Shanghai via Hangzhou. These days there is a bridge directly over the Bay of Hangzhou.Simon Manetti: When he worked in the factory in Ningbo, his clients include the actors Sean Connery and Catherine Zeta Jones.Simon Manetti: When he worked in the factory in Ningbo, he lived off 炒鸡蛋西红柿 (Chǎojīdàn xīhóngshì), the standard Chinese dish of eggs and tomatoes.

It's time to reflect on the end of the year, and the end of the decade. So as you're listening to Simon Manetti reflect on his last 10 years of choices and chances in China, take a moment to think about the forces that brought you to where you are today. Some of you might look back on your decade as a series of rational and linear decisions. Well congratulations to you. Personally I relate more to Simon: some rational decision; a few irrational ones thrown in; and otherwise a combination of luck, fate and opportunism. Thank you to Simon for being so open, eloquent, and... relatable.Simon Manetti's object: A plain old lamp. Simon Manetti's favourite WeChat sticker [1]: a dancing baby.(Add @oscar10877 on WeChat to join the Group and see the original sticker)Simon Manetti's favourite WeChat sticker [2]: a triumphant baby.(Add @oscar10877 on WeChat to join the Group and see the original sticker)Simon Manetti's favourite WeChat sticker [3]: a surprised baby.(Add @oscar10877 on WeChat to join the Group and see the original sticker)Simon Manetti's favourite place to visit in China: Hong Kong (香港).One of Simon Manetti's favourite places to hang out: Alimentari.Simon Manetti's favourite song to sing at KTV (karaoke): Bee Gees, Stayin' Alive.Simon Manetti's favourite China-related information sources: China Tech Investor and China Tech Talk, from Technode.Simon Manetti's selfie with Oscar.Simon Manetti: He bought his lamp at one of the Friendship Stores in Beijing. Simon Manetti: One of his motorcycle trips to Miyun (密云), outside Beijing (北京).Simon Manetti: When he lived in Ningbo, he would travel to Shanghai via Hangzhou. These days there is a bridge directly over the Bay of Hangzhou.Simon Manetti: When he worked in the factory in Ningbo, his clients include the actors Sean Connery and Catherine Zeta Jones.Simon Manetti: When he worked in the factory in Ningbo, he lived off 炒鸡蛋西红柿 (Chǎojīdàn xīhóngshì), the standard Chinese dish of eggs and tomatoes.

It's time to reflect on the end of the year, and the end of the decade. So as you're listening to Simon Manetti reflect on his last 10 years of choices and chances in China, take a moment to think about the forces that brought you to where you are today. Some of you might look back on your decade as a series of rational and linear decisions. Well congratulations to you. Personally I relate more to Simon: some rational decision; a few irrational ones thrown in; and otherwise a combination of luck, fate and opportunism. Thank you to Simon for being so open, eloquent, and... relatable.Simon Manetti's object: A plain old lamp. Simon Manetti's favourite WeChat sticker [1]: a dancing baby.(Add @oscar10877 on WeChat to join the Group and see the original sticker)Simon Manetti's favourite WeChat sticker [2]: a triumphant baby.(Add @oscar10877 on WeChat to join the Group and see the original sticker)Simon Manetti's favourite WeChat sticker [3]: a surprised baby.(Add @oscar10877 on WeChat to join the Group and see the original sticker)Simon Manetti's favourite place to visit in China: Hong Kong (香港).One of Simon Manetti's favourite places to hang out: Alimentari.Simon Manetti's favourite song to sing at KTV (karaoke): Bee Gees, Stayin' Alive.Simon Manetti's favourite China-related information sources: China Tech Investor and China Tech Talk, from Technode.Simon Manetti's selfie with Oscar.Simon Manetti: He bought his lamp at one of the Friendship Stores in Beijing. Simon Manetti: One of his motorcycle trips to Miyun (密云), outside Beijing (北京).Simon Manetti: When he lived in Ningbo, he would travel to Shanghai via Hangzhou. These days there is a bridge directly over the Bay of Hangzhou.Simon Manetti: When he worked in the factory in Ningbo, his clients include the actors Sean Connery and Catherine Zeta Jones.Simon Manetti: When he worked in the factory in Ningbo, he lived off 炒鸡蛋西红柿 (Chǎojīdàn xīhóngshì), the standard Chinese dish of eggs and tomatoes.

James Hull from Hullx and co-host of China Tech Investor podcast joined us in a discussion on whether we should replace Baidu with Bytedance in the BAT China. Starting with the question, James dived deep into the business structures of Baidu and Bytedance and examined whether Baidu has lost their edge as one of the three tech giants of China. In the same conversation, James offered his perspectives on how Bytedance will replace Baidu in the future. Here are the interesting show notes and links to the discussion (with time-stamps included): James Hull (@jameshullx, LinkedIn), Co-host of China Tech Investor podcast and Founder of Hullx [0:21] Since you have last appeared on the podcast, what have you been up to? [0:50] Should we replace Baidu with Bytedance in the BAT? [0:56] BAT (Baidu, Alibaba, Tencent) & TMD (Toutiao, Meituan-dianping, Didi)  Let’s start with Baidu. How has Baidu performed as a public company for the past decade? [2:08] What are the key businesses of Baidu? (iQiyi is spun off as a separate company)? [3:27] Baidu's advances in AI [4:56] and in the intelligent audio input interface and speaker sector. [5:42] Is Baidu dependent on the advertising business similar to Google in the US? [6:51] Comparison between Baidu and Bytedance in terms of user information feeds [9:30] Bytedance's advantage with user feeds and recommendations through Douyin and Toutiao [11:51] Bytedance has been growing exponentially with a 75B valuation from their recent round with SoftBank, now the most valuable startup in the world followed by Didi. How are they performing as a business? [15:09] What are the key revenue drivers for Bytedance? How are they compared to Alibaba and Tencent? [18:08] What are Baidu’s competitive advantages that you think may allow them to stay competitive within the BAT? [24:30] How Baidu's search engine competes against Google and the rest of Chinese search engines. [28:24] Should we just replace Baidu with Bytedance in the BAT? [31:09] Interesting Chinese answer on the question for this podcast (in Chinese) in Zhihu (similar to Reddit and Quora in the US) which Carol has referenced and mentioned in the discussion.  Closing [37:24] Recommendation for a book, movie, podcast, or any consumable content?[37:24] James' recommendation: "I love capitalism" by Ken Langone , "The Great Rebalancing" by Michael Pettis Carol's recommendation: Louis Cha's or Jin Yong's martial arts novels How does our audience find you? Podcast Information: RSS Feed Apple Podcasts Himalaya Spotify Libsyn Google Play Overcast FM SoundCloud Luminary Twitter Facebook Video Facebook Page Linkedin Stitcher Castbox RadioPublic Acast PodBean ListenNotes TuneIn The show is hosted and produced by Carol Yin (@CarolYujiaYin).  Sound credits for the intro music: Taro Iwashiro, "The Beginning" from Red Cliff Soundtrack.

The show kicked off with a quick background on how Elliott came to be in China and why he's now splitting time between Beijing and Bangkok. Drawing on insights gained from his own podcast The China Tech Investor we then talk about some of the trends he's seeing in China and how some of them can be attributed to the economic slowdown China has been experiencing, as well as a shift to enterprise as one of the few remaining low-hanging fruits a company can go after.We then talk about why so many Chinese companies list on US stock exchanges and why they are still the preferred choice for companies to go IPO and the sandbox for investors to play in. I ask Elliott to name an area that he would still be confident in investing into and he explains why health care would be his number one choice (hint: it has something to do with the fact that no macro events can impact aging).We also spent a bit of time discussing what the similarities and differences are between Chinese and Western companies, and which industries differ more than others in a comparison (hint 2: it's not as much as you'd think), before delving into what foreign brands can do to reduce friction and enhance opportunities to partner with Chinese companies.

Corporate offerings such as secondary listings and IPO's from Chinese tech companies are accelerating. This year alone we have seen 161 such events, which is already 72% of entire last year. Why do Chinese tech companies turn to public markets to raise capital? Why are the Hong Kong stock exchange increasingly popular? And how does the domestic Chinese stock market fit in all this for tech companies? In the latest episode of Digitally China we are interviewing the co-host of China Tech Investor podcast James Hull to get an understanding of the latest trends and what all of this means for Chinese technology companies. Topics covered during this episode:The rush to IPO from tech companies around the worldDifferences between Hong Kong and US public marketsThe future of domestic public listings in China Hosts: Eva Xiao and Tom XiongGuest: James Hull, founder of HullX and co-host of China Tech Investor podcastProducer: Jacob LovénDigitally China is a subjective but independent depiction of the tech scene in China. Audio clips used in the podcast have not been distorted nor taken out of context and are included for commentary and educational purposes and thus shall be considered “Fair Use”. Digitally China is powered by RADII (www.radiichina.com), an independent media platform exploring China from all angles.

Corporate offerings such as secondary listings and IPO’s from Chinese tech companies are accelerating. This year alone we have seen 161 such events, which is already 72% of entire last year. Why do Chinese tech companies turn to public markets to raise capital? Why are the Hong Kong stock exchange increasingly popular? And how does the domestic Chinese stock market fit in all this for tech companies? In the latest episode of Digitally China we are interviewing the co-host of China Tech Investor podcast James Hull to get an understanding of the latest trends and what all of this means for Chinese technology companies. Topics covered during this episode:The rush to IPO from tech companies around the worldDifferences between Hong Kong and US public marketsThe future of domestic public listings in China Hosts: Eva Xiao and Tom XiongGuest: James Hull, founder of HullX and co-host of China Tech Investor podcastProducer: Jacob LovénDigitally China is a subjective but independent depiction of the tech scene in China. Audio clips used in the podcast have not been distorted nor taken out of context and are included for commentary and educational purposes and thus shall be considered “Fair Use”. Digitally China is powered by RADII (www.radiichina.com), an independent media platform exploring China from all angles. See acast.com/privacy for privacy and opt-out information.

In this episode, recorded June 27th, 2019 hosts Elliott Zaagman and James Hull are joined by Andrew Polk, Trivium China Partner and Head of Econ. They discuss developments and events in China’s banking system and how they may impact investors. The discussion also covers the recent Baoshang bank takeover, the rise in interbank yield spreads, and more. The China Tech Investor podcast is powered by Technode. Please note, the 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 iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Guests: Andrew Polk — Trivium China Hosts: Elliott Zaagman – @elliottzaagman James Hull – @jameshullx Editor Peter Isachenko Podcast information: iTunes Spotify RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music

In this episode, recorded June 14th, 2019 hosts Elliott Zaagman and James Hull discuss recent events in Hong Kong, proposed US legislation upping pressure on Hong Kong, and get into iQiyi and Tencent’s 1Q 2019 earnings (see James’ blog for corresponding charts). The China Tech Investor podcast is powered by Technode. Please note, the 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 iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Hosts: · Elliott Zaagman – @elliottzaagman · James Hull – @jameshullx, longhedge blog Editor Peter Isachenko Podcast information: · iTunes · Spotify · RSS Feed · Music: “Hey Ho” by Steve Jackson, Royalty Free Music

In this special *live* episode, recorded May 23rd, 2019 at Technode’s inaugural Emerge event, hosts Elliott Zaagman and James Hull are joined by Paul Mozur, a technology reporter with the New York Times who covers tech companies, cybersecurity, censorship and the intersection of geopolitics and technology in Asia. What better to discuss with him than the “elephant in the room:” US Commerce Department adding Huawei to the Entities List? The discussion around Huawei covers whether Huawei can survive being on the Entities List, Huawei’s consumer devices versus networking equipment, CFIUS, which companies are impacted, which companies could benefit the most, Google & Android OS, and features live Q&A from the audience. The China Tech Investor podcast is powered by Technode. Note: the hosts and guest do not claim ownership of the truth in the matters discussed. This was recorded before the President Trump tweet that suggested Huawei is on the table in the trade deal negotiations. Please note, the 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 iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Guests: Paul Mozur – The New York Times Hosts: Elliott Zaagman – @elliottzaagman James Hull – @jameshullx Editor Peter Isachenko Podcast information: iTunes Spotify RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music

James Hull, co-host of China Tech Investor podcast and founder of Hullx, joined us to discuss whether we can invest into technology companies from China. We start our conversation with James' background and how he came to China and work in the realm of investments with different funds and capital groups. James explained how he assembled together a portfolio of technology companies and discuss the major misconceptions about investing into Chinese companies. Last but not least, we dig deeper into the Chinese technology companies in the ecommerce category, Luckin Coffee's IPO and Tencent's future prospects in gaming. Editor’s disclaimer: Our discussion pre-dates the ban of Huawei by the US. Further more, our discussion does not constitute as investor advice, and we urge the audience to do their own homework to invest in any companies and be responsible for their own investments. The show is hosted by Bernard Leong (@bernardleong & weibo) and are sponsored by Ideal Workspace (Twitter, Facebook and LinkedIn) with their new Altizen Desk (Twitter, Facebook, Medium). Sound credits for the intro music: Taro Iwashiro, "The Beginning" from Red Cliff Soundtrack and this episode is edited by Carol Yin, and co-produced by Carol Yin and Bernard Leong.

Elliott Zaagman is the co-host of the China Tech Investor podcast and works as a PR and leadership consultant for Chinese tech founders and executives. He is a frequent commentator on issues facing China and its tech industry, and his work has been published by The Lowy Institute, Foreign Policy, SupChina, and TechNode, as well as in Chinese on Huxiu.com.   “This entire thing (LeEco) that he (Jia Yueting) had built, he built it basically within a year to 14,000-people offices all over the world, all these different verticals of business and then it all collapsed.” – Elliott Zaagman   Worst investment ever Elliot tells the story of what he sees as the worst investment for probably many people in the rapid rise and fall of what was at the time China’s Netflix, Le.com LeEco (Leshi Internet Information & Technology Corp, (300104:CH; 300104.SZ). He had been working in China for many years when he was approached to work one of the group’s companies, LeEco, around the beginning of 2016 to consult for LeEco. The company had been streaming video since around 2012 and in were moving into making smart TVs. Elliot believed this was a rather savvy business venture – to combine the streaming video with smart TVs and create a kind of hardware and content ecosystem. They had some success and founder Jia Yueting had aspirations to become the Steve Jobs or Elon Musk of China, as he had also made forays into electric vehicle production, establishing Faraday Future, a California-based start-up tech company set up to develop electric vehicles in April 2014. Jia Yueting is described by Elliot as a futurist, very interested in the potential of technology. And China had said it wanted to have some global tech champions, so this was a chance for Jia Yueting and people like him to build this empire and raise a lot of money. So he used a very capable kind of PR and media team and just expanded at an exponential rate. He went into smartphones, wanting to be the next Apple Inc, virtual reality, sports contracts, music, cloud services. The company opened a 500-employee office in Silicon Valley, a 100-employee office in India, a few thousand employees in 2014 to 7,000 in 2015. And by the end of 2016, it had 14,000 employees. So the company was expanding in every direction, to the point that there was no way to hit its deadlines. Part of the corporate culture was that Jia Yueting had filled his C-suite with “Yes People”, so when they went to present themselves to the US market, they sent someone (a person Elliot had worked with) who could barely speak a word English, to run their US office in Silicon Valley. The ambassador of the company had also rarely been to the US, didn’t understand the US market and he was running their go to market. The entire company, not just in the US, had chaotic atmosphere. The beginning of the end was an enormous product launch to introduce themselves to the US market at the Innovation Hangar (now also permanently closed) in San Francisco. It was excessive and people failed to understand why the company was holding such a large event. Three weeks later, founder Jia Yueting sent out a company-wide message that said something like: “We expanded too quickly and we’re out of money. And now we need to fix it.”LeEco has debts in China of around US$442.3 million (3 billion yuan), and Jia Yueting is under investigation by regulators and has remained outside China since 2017. Some lessons You cannot grow quickly, in many areas business. Jia Yueting had built the entire empire within a year to all over the world, with different verticals of business and then it all collapsed. Look deep before involvement in China’s tech ecosystem and economy. Chinese banks tend to lend loosely to companies that are aligned with government or Communist Party (Party) initiatives. Venture capital firms are willing to invest in areas that the Party wants to promote. Appearances can be deceiving, especially for tech-naïve lenders in China. A lot of the people in charge of the money did not really understand technology, so they were fed excuses by people who wanted the money, such as “This is just how tech businesses operate.” Jia Yueting got a lot of funding through smoke and mirrors, making good video presentations and display products without a solid core to his business.   “Look under the hood a little bit when it comes to these companies, especially I think in China.” - Elliott Zaagman   Andrew’s takeaways China doesn’t have to be our enemy. There are many things that Chinese people admire about America and a lot of the transformation that happened in China came because the People’s Republic implemented some free market principles. It is sad to see US politicians gaining points at home by pitting Americans against China. Be careful of over-diversifying because you’ll lose focus. Don’t be seduced by greatly diverse businesses such as Apple or Microsoft. They have been growing for a long time and may expand into different areas, but they have a very strong core. They might do something like Amazon Web Services, for example, but they built up to that point slowly. When money is available freely and at low cost, you find malinvestment. Undisciplined investment. What’s happening in the world, in America, and also in China is that so much money has been poured into the industry that you cannot avoid the type of situation where you have faults such as lower asset utilization rates. The problem of “yes people”. One of the benefits of a developed company is that it has a board of directors to provide the kind of checks and balances system necessary to curb the visionary excesses of CEOs such as Jia Yueting.“Having ‘Yes Men’, either in management or at the board level, can turn out to be a real disaster.”- Andrew StotzThat is why we see great people surrounding some of the best businesses. Such people are serious professionals who are not afraid to stand up to the CEO and say “No! This is the way we have to go.” So getting such people is highly valuable. No. 1 goal for next the 12 months Elliot writes a lot about Chinese tech companies and companies such as Huawei, and is concerned about the decoupling that US and Chinese technology, ecosystems and expertise appear to be undergoing. He hopes in the next year to continue to add his voice to that conversation and offer clear analysis, allowing his readers and listeners to gain a clear picture of the broader situation, one that is honest and respectful and in service of the truth. Parting words “Seek truth from facts.”       You can also check out Andrew’s books How to Start Building Your Wealth Investing in the Stock Market My Worst Investment Ever 9 Valuation Mistakes and How to Avoid Them Transform Your Business with Dr.Deming’s 14 Points    Connect with Elliott Zaagman Podcast: China Tech Investor  LinkedIn  Twitter   Email     Connect with Andrew Stotz astotz.com  LinkedIn Facebook  Instagram Twitter  YouTube My Worst Investment Ever Podcast     Further reading mentioned Zhang Yu, Han Wei (30 April 2019) Fugitive tycoon Jia Yueting and Leshi under probe CX Live, Caixin Global  Asia Times staff (29 April 2019) Jia Yueting under investigation by regulator Asia Times   

In this episode, recorded May 9th, 2019 hosts Elliott Zaagman and James Hull are joined by Shai Oster, Asia Bureau Chief of The Information, to discuss SoftBank, the potential Vision Fund IPO and what may be the top of the tech-infused market cycle. The hosts also briefly touch on the ever-fluid trade rift, Trump tweets and discuss how gaming regulations, which prohibit blood in games, have turned Tencent’s mobile game, the Battle Royale shooter PUBG, into Game of Peace (or Peace Elite) and the funny reactions on Weibo. The China Tech Investor podcast is powered by Technode. Please note, the 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 iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Guests: Shai Oster – The Information Hosts: Elliott Zaagman – @elliottzaagman James Hull – @jameshullx Editor Peter Isachenko Podcast information: iTunes Spotify RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music

This week's episode is a crossover with the China Tech Investor podcast. Join Jordan in conversation with China Tech Investor co-hosts James Hull and Elliot Zaagman as they discuss their perspectives on Chinese ecommerce, live streaming, fashion, the lessons Facebook is learning from WeChat, and emerging investment opportunities. Get bonus content on Patreon See acast.com/privacy for privacy and opt-out information.

This week’s episode is a crossover with the China Tech Investor podcast. Join Jordan in conversation with China Tech Investor co-hosts James Hull and Elliot Zaagman as they discuss their perspectives on Chinese ecommerce, live streaming, fashion, the lessons Facebook is learning from WeChat, and emerging investment opportunities.

Free cash flow is cash a company can use for whatever they want. If Pinduoduo is free cash flow positive they’ll likely be able to continue their growth spend and get even larger. If its free cash flow negative, the growth plan will put too much strain on their cash position and, it will eventually fail. To say it simply: the stakes are high. This week, we're joined by James Hull, professional investor and co-host of the China Tech Investor podcast, to take a look at Pinduoduo's actual financial health. Links Pinduoduo’s free cash flow conundrum 43: The e-commerce platform becoming a threat to Alibaba with Thomas Graziani China Tech Investor podcast TechNode Podcast Network Guest James Hull, @jameshullx Hosts John Artman, @knowsnothing, TechNode Matthew Brennan, @MattyBGoooner, ChinaChannel Producer Peter Isachenko Podcast information iTunes Spotify RSS feed Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3

Elliott Zaagman (aka “Ell”) is a writer, executive coach, and speaker, helping Chinese enterprises grow into global organizations. During past years he’s been a writer, journalist and researcher on China’s tech industry, as a regular contributor to Huxiu, Tech in Asia and Technode, as well as a coach and PR assistant for a number of Chinese tech founders, including LeEco during their global takeoff and crash and various made-in-China Internet giants. Recently, he launched his own podcast China Tech Investor to mystify the investment landscape in the Chinese technology industry. Episode Content: Elliott Zaagman introduces himself Why did you want to write about China and its tech scene in the first place? Since you are a critic of China’s tech industry, in your observation, what are the big trends in 2018 that foreigners who want to do business here should know about? Why do you think Tech investments environment in China is drying up? You have coached many high-profile Chinese tech companies and tech leaders, in your observations, can you tell us about that? What are the common mistakes in PR they tend to make when going global? Through your practices, what have been some effective ways to improve their PR abilities? Some examples? Recently you started your podcast called China Tech Investor, what is it about? Why did you want to start it? Episode Mentions: If you want to join the next Shlomo’s online class: Free Financial Self Technode Tech in Asia Elliott Zaagman’s China Tech Investor podcast Jack Ma - Alibaba Group Founder and Executive Chairman Liu Qing or Jean Liu - Didi President Follow Elliott on Twitter Find Elliott on LinkedIN Download and Subscribe Download this episode: right click and choose "save as" Subscribe to China Business Cast on iTunes Or check out the full list on subscription options Add Jons ('jslemmer') on WeChat to join China Business Cast WeChat group

Elliott Zaagman, co-host of China Tech Investor podcast, joined us to discuss how to understand Chinese technology companies as an investor. We discussed the theme and intended audience for his current podcast, and dived deep into how we can value the technology giants in China from Baidu, Alibaba and Tencent to the recent upstarts such as Pinduoduo and Xiaomi. Elliott laid out the deep misconceptions on Chinese technology companies and provided a different perspective to how they are vertically integrated companies with different products and services contrast to their western counterparts.

China Tech Investors is the latest addition to the TechNode podcast network. Each week, the hosts look at publicly listed Chinese companies and have an interview with an expert to talk about companies and issues affecting the markets. This week they talk G20 and China-US tensions with Chris Balding. Search in iTunes or your favorite podcast app for "China Tech Investor" to subscribe.

What is Bytedance and how does it make its money? How do politics and culture get in the way of Chinese firms' internationalization efforts? What can Chinese phones in Africa and electric buses in LA teach us about localization challenges? Elliott Zaagman, co-host of TechNode's China Tech Investor podcast, takes on these issues for the latest episode of ChinaEconTalk. Get bonus content on Patreon See acast.com/privacy for privacy and opt-out information.