Podcast appearances and mentions of elliott zaagman

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Best podcasts about elliott zaagman

Latest podcast episodes about elliott zaagman

China Tech Investor
CTI 84: Can China's data regulations foster both security and development? With Tom Nunlist

China Tech Investor

Play Episode Listen Later Dec 9, 2021 47:46


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
CTI 83: Earnings, Baidu, Tencent and Alibaba with Michael Norris

China Tech Investor

Play Episode Listen Later Nov 26, 2021 86:04


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

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China Tech Investor
CTI 82: Will online gaming remain a pillar of China's digital economy?

China Tech Investor

Play Episode Listen Later Oct 29, 2021 67:06


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
CTI 81: Evergrande: How we got here, and what it means, with Ming Zhao

China Tech Investor

Play Episode Listen Later Sep 29, 2021 51:53


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

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China Tech Investor
CTI 80: Breaking down China's tech regulation (thus far), with John Artman

China Tech Investor

Play Episode Listen Later Sep 17, 2021 64:02


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

Radio Islam
Elliott Zaagman - Is China undergoing a new cultural revolution?

Radio Islam

Play Episode Listen Later Sep 16, 2021 8:46


Elliott Zaagman - Is China undergoing a new cultural revolution? by Radio Islam

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Radio Islam
Xi seeks control

Radio Islam

Play Episode Listen Later Sep 16, 2021 9:52


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
CTI 79: Kuaishou, Tencent, and Xiaomi earnings, with Michael Norris

China Tech Investor

Play Episode Listen Later Sep 3, 2021 76:07


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

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China Tech Investor
CTI 78: Didi's evolving saga and Beijing's regulatory ambitions, with Kendra Schaefer

China Tech Investor

Play Episode Listen Later Jul 29, 2021 66:27


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

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China Tech Investor
CTI 77: MissFresh and Dingdong Maicai, with Emma Lee

China Tech Investor

Play Episode Listen Later Jul 8, 2021 64:13


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

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China Tech Investor
CTI 76: Baidu, Tencent, and JD earnings, with Michael Norris

China Tech Investor

Play Episode Listen Later Jun 10, 2021 77:14


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

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China Tech Investor
CTI 75: The past, present, and future of Bytedance, with Zheping Huang (plus Kuaishou earnings)

China Tech Investor

Play Episode Listen Later May 28, 2021 67:55


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
CTI 74: China’s evolving semiconductor landscape, with Stewart Randall

China Tech Investor

Play Episode Listen Later May 12, 2021 65:41


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

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China Tech Investor
CTI 73: Zhihu is a household name in China. But will it pay off for shareholders? With Zeyi Yang

China Tech Investor

Play Episode Listen Later Apr 12, 2021 36:42


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

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China Tech Investor
CTI 72: Pinduoduo, Kuaishou, and Meituan earnings, plus listener questions, with Michael Norris

China Tech Investor

Play Episode Listen Later Apr 2, 2021 85:46


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

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China Tech Investor
CTI 71: Chinese Antritrust Exceptionalism, with Angela Huyue Zhang

China Tech Investor

Play Episode Listen Later Mar 19, 2021 61:46


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
CTI 70: Ant Group, DCEP, crypto mining, and all things China fintech with Eliza Gkritsi

China Tech Investor

Play Episode Listen Later Feb 26, 2021 59:44


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

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China Tech Investor
CTI 69: Is Kuaishou just a smaller version of Bytedance? Or is it something more? With Michael Norris

China Tech Investor

Play Episode Listen Later Feb 9, 2021 62:02


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

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China Tech Investor
CTI 68: From Alibaba & Ant to Xiaomi: Looking back at 2020, forward to 2021

China Tech Investor

Play Episode Listen Later Jan 19, 2021 52:40


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
CTI 67: The boom and bust of China’s 'second landlords,' with Capucine Cogné

China Tech Investor

Play Episode Listen Later Dec 23, 2020 50:28


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 

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Expats On Air
Expats On Air – Episode 2: Elliott Zaagman, co-host of the China Tech Investor Podcast by TechNode

Expats On Air

Play Episode Listen Later Dec 22, 2020 79:18


In our 2nd installment of Expats On Air, we're joined by Bangkok expat, Elliott Zaagman – co-host of the China Tech Investor Podcast by TechNode. In this episode, Zaagman talks Chinese tech companies, the "China Twitter" scene, and living the good life in Thailand. Give Elliott a follow on Twitter: https://twitter.com/ElliottZaagman   Subscribe to Expats On Air on YouTube and follow us elsewhere: YouTube: https://www.youtube.com/channel/UCWjP-d2yt0Yicq0LXSR4SgQ Instagram: https://www.instagram.com/expatsonair/ Twitter: https://twitter.com/ExpatsOnAir Facebook: https://www.facebook.com/ExpatsOnAir Twitch: https://www.twitch.tv/expatsonair  DLive: https://dlive.tv/ExpatsOnAir   Apple Podcasts: https://podcasts.apple.com/us/podcast/expats-on-air/id1545076146?fbclid=IwAR2gOM1pOd3kzRf0oiTfKwLEHILIep5j1Ei_aQZYsqR3mlZnG1RaK36N9cM  

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China Tech Investor
CTI 66: EV makers got a big charge in 2020, with Tu Le

China Tech Investor

Play Episode Listen Later Dec 15, 2020 61:41


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

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China Tech Investor
CTI 65: Strong quarters for Bilibili, Pinduoduo, and Tencent, with Michael Norris

China Tech Investor

Play Episode Listen Later Dec 1, 2020 68:12


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

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China Tech Investor
CTI 64: How Bytedance Built an 'Attention Factory,' with Matthew Brennan

China Tech Investor

Play Episode Listen Later Nov 13, 2020 57:46


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

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China Tech Investor
CTI 63: Why the short sellers are targeting GSX, with Joe Ridsdale

China Tech Investor

Play Episode Listen Later Nov 5, 2020 68:04


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

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China Tech Investor
CTI 62: Xiaomi’s resilience, with Bryan Ma

China Tech Investor

Play Episode Listen Later Oct 17, 2020 42:34


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
61: Ant Group is really big, and really confusing

China Tech Investor

Play Episode Listen Later Sep 25, 2020 66:17


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

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Jeff's Asia Tech Class
What is the Secret of Pinduoduo’s Success? (2 of 2) (46)

Jeff's Asia Tech Class

Play Episode Listen Later Sep 7, 2020 52:27


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
60: Breaking down quarterly earnings from BABA, JD, and PDD

China Tech Investor

Play Episode Listen Later Sep 1, 2020 77:53


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

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Jeff's Asia Tech Class
What is the Secret of Pinduoduo’s Success? With Matthew Brennan and Elliott Zaagman. (1 of 2) (45)

Jeff's Asia Tech Class

Play Episode Listen Later Aug 30, 2020 60:33


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
59: China’s cloud landscape, with Kevin Xu

China Tech Investor

Play Episode Listen Later Aug 26, 2020 60:49


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

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Middle earth - China's cultural industry podcast
#33 The Chinese entertainment companies of Wall Street

Middle earth - China's cultural industry podcast

Play Episode Listen Later May 15, 2020 46:32


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
48: The coronavirus ripple effect, with Marcus Ryder

China Tech Investor

Play Episode Listen Later Feb 6, 2020 45:56


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 

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China Tech Investor
46: 2019’s biggest winners and losers, and what to expect for 2020

China Tech Investor

Play Episode Listen Later Jan 8, 2020 63:42


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 

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The Negotiation
Elliott Zaagman | Trends from US Listed Chinese Companies and Building Partnerships in China

The Negotiation

Play Episode Listen Later Oct 15, 2019 30:10


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.

China Tech Investor
32: What's special about Bilibili?

China Tech Investor

Play Episode Listen Later Aug 9, 2019 51:30


In this episode, recorded August 2nd, 2019 hosts Elliott Zaagman and James Hull look at Bilibili (Nasdaq: BILI). They discuss what Bilibili does, who runs it and are joined by a Bilibili user, Erica Shen, who shares her views as a user of the platform. After the interview with Erica, James and Elliott look at Bilibili’s financials. Bilibili's gamified user ladder 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. CTI watchlist Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Guest Erica Shen (Linkedin) Hosts: Elliott Zaagman (@elliottzaagman) James Hull (@jameshullx, Hullx.com) Editor Peter Isachenko Podcast links iTunes Overcast Spotify RSS Feed Music “Hey Ho” by Steve Jackson, Royalty Free Music

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China Tech Investor
30: A peek inside China’s banking industry with Trivium China’s Andrew Polk

China Tech Investor

Play Episode Listen Later Jul 4, 2019 78:25


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

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China Tech Investor
28: Earnings dive — 1Q 2019 iQiyi and Tencent

China Tech Investor

Play Episode Listen Later Jun 21, 2019 69:52


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

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China Tech Investor
25: Live from Emerge—Huawei on the US Entities list with Paul Mozur

China Tech Investor

Play Episode Listen Later May 29, 2019 41:50


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

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Big Fish in the Middle Kingdom
ELLIOTT ZAAGMAN | Understanding China's Tech Environment

Big Fish in the Middle Kingdom

Play Episode Listen Later May 22, 2019 64:09


Elliott Zaagman has built a professional life as a writer, podcaster, investor in, & consultant to the leaders of some of China’s most famous (& infamous) tech companies. He appears in print & on-air internationally speaking truth about that environment. Ell co-hosts the China tech Investor podcast w/James Hull and has been on my other shows several times too, so we started from a place of comfort and dove deep from there. LINKS https://www.crazyinagoodway.com/knew-resources

My Worst Investment Ever Podcast
Elliott Zaagman – Don’t Try to Do Too Much at One Time

My Worst Investment Ever Podcast

Play Episode Listen Later May 22, 2019 27:02


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   

If I Knew You Better
ELLIOTT ZAAGMAN | Understanding China's Tech Environment

If I Knew You Better

Play Episode Listen Later May 22, 2019 64:09


Elliott Zaagman has built a professional life as a writer, podcaster, investor in, & consultant to the leaders of some of China’s most famous (& infamous) tech companies. He appears in print & on-air internationally speaking truth about that environment. Ell co-hosts the China tech Investor podcast w/James Hull and has been on my other shows several times too, so we started from a place of comfort and dove deep from there. LINKS: https://www.crazyinagoodway.com/knew-resources

China Tech Investor
24: SoftBank's Vision Fund and peak tech with Shai Oster

China Tech Investor

Play Episode Listen Later May 15, 2019 55:44


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

China Tech Investor
20: Xiaomi's Q4 earnings and China's new tech board with Jacky Wong

China Tech Investor

Play Episode Listen Later Apr 17, 2019 77:03


In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull talk about Xiaomi’s Q4 earnings report, as the company is selling more smart phones but experienced a jump in inventories at year end and more. This episode also features an interview with Wall Street Journal’s Jacky Wong, where they discuss China’s new technology board and the implications for investors, companies and China’s capital markets. 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 Links: Xiaomi Q4 earnings notes INSIGHTS: Shanghai tech board to push semiconductor independence Guests: Jacky Wong – Wall Street Journal 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

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China Tech Investor
19: Tencent’s earnings and growing in mature market with Michael Norris (part 2/2)

China Tech Investor

Play Episode Listen Later Apr 7, 2019 52:25


In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull talk about Tencent’s Q4 earnings report, as the company attempts to prepare investors for their shifting business model. This episode also features part 2 of an interview with AgencyChina’s Michael Norris, as they discuss future growth opportunities for companies such as Pinduoduo, Meituan-Dianping, and Didi. 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: Michael Norris – LinkedIn Hosts: Elliott Zaagman - @elliottzaagman James Hull - @jameshullx Producer Peter Isachenko Podcast information: iTunes Spotify RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music

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China Tech Investor
18: Growing in a mature market with Michael Norris (part 1/2)

China Tech Investor

Play Episode Listen Later Mar 24, 2019 69:22


In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss live streaming, Pinduoduo’s results and cash flow conundrum and Meituan’s 2018 performance. Michael Norris joins to share his insights on the companies we follow and his article “Growing in a mature market: Six directions for China’s tech giants”. Michael Norris is research and strategy manager at Agency China and a Technode contributor. This is first of two parts of the interview. The discussion should not be construed as investment advice or a solicitation of services. Please note, the hosts may have positions in the companies discussed. Links Growing in a mature market: Six directions for China’s tech giants Check out TechNode's network of podcasts Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan Guests: Michael Norris – LinkedIn Hosts: Elliott Zaagman - @elliottzaagman James Hull - @jameshullx Podcast information: iTunes Spotify RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music

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China Tech Investor
17: JD's strong earnings and Alibaba vs Tencent with Tim Culpan

China Tech Investor

Play Episode Listen Later Mar 7, 2019 71:58


In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss JD’s surprisingly positive earnings report, and invite Bloomberg’s Tim Culpan on to discuss Alibaba and Tencent’s power struggle at the “Goldman Sachs of China,” and get deep into the balance sheets of Chinese tech companies. The discussion should not be construed as investment advice or a solicitation of services. Please note, the hosts may have positions in the companies discussed. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan Dianping Guests: Tim Culpan - @tculpan Hosts: Elliott Zaagman - @elliottzaagman James Hull - @jameshullx Podcast information: RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music

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China Tech Investor
16: Bytedance's Shanghai IPO, Meituan Dianping added to the watch list

China Tech Investor

Play Episode Listen Later Feb 26, 2019 70:22


In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss ByteDance allegedly asked to IPO on Shanghai’s tech board, gaming regulations (again!), Blackrock upping its stake in JD and Baidu & iQiyi’s Q4’2018 earnings. Emma Lee joins to discuss and add Meituan-Dianping (HKEx: 3690) to our watchlist. Emma Lee is Shanghai-based tech writer, covering startups and tech happenings in China and Asia in general. The discussion should not be construed as investment advice or a solicitation of services. Please note, the hosts may have positions in the companies discussed. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan Dianping (new!) Guests: Emma Lee - @EmmaLee12345 Hosts: Elliott Zaagman - @elliottzaagman James Hull - @jameshullx Podcast information: RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music

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China Tech Investor
15: Tencent buys part of Reddit and common reporting standards

China Tech Investor

Play Episode Listen Later Feb 16, 2019 70:40


In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull talk about Tencent’s investment in Reddit and the potential for China’s adoption of common reporting standards to pay the way for more open capital flows. They also discuss Xiaomi’s continued success in India, Pinduoduo raising more cash, and Chinese tech giants’ big spring festival hongbao giveaways. 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 Hosts: · Elliott Zaagman – @elliottzaagman · James Hull – @jameshullx Podcast information: · iTunes · RSS Feed · Music: “Hey Ho” by Steve Jackson, Royalty Free Music

China Tech Investor
14: Alibaba’s earnings and Chinese e-commerce in southeast Asia with Bernard Leong”

China Tech Investor

Play Episode Listen Later Feb 2, 2019 79:35


In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull welcome Analyze Asia’s Bernard Leong on the show to talk about Chinese e-commerce firms, and their proxy wars as they fight over the southeast Asia market. The guys also go over Alibaba’s quarterly earnings report, iQiyi’s regulatory roadblock, and whether this is a good time for Pinduoduo investors to sell high.

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China Business Cast
Ep. 88: How to Avoid PR Mistakes When Chinese Tech Companies Going Global with Elliott Zaagman

China Business Cast

Play Episode Listen Later Jan 30, 2019 30:50


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

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China Tech Investor
13: Davos, Vancouver real estate, and entrepreneurship in China with Shlomo Freund

China Tech Investor

Play Episode Listen Later Jan 26, 2019 68:46


Elliott Zaagman and James Hull discuss Vancouver real estate, Wang Qishan in Davos, make a prediction about Baidu and discuss other updates on the watchlist. Shlomo Freund, the host of the China Business Cast, who has spent 15 years as a cross-border entrepreneur, joins to talk about entrepreneurship in China and managing personal finances to achieve life goals. Shlomo is currently a speaker and mentor, helping individuals eliminate money as a source of financial stress and achieve financial freedom.

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Asia Tech Podcast
ATP414: Elliott Zaagman - Co-host of the China Tech Investor podcast

Asia Tech Podcast

Play Episode Listen Later Jan 20, 2019 51:27


Discover more tech podcasts like this: Tech Podcast Asia. Produced by Pikkal & Co - Award Winning Podcast Agency. Sometimes this idea of decorum or formality causes people to not actually call out the BS when you see it.and that's what we like to do." - Elliot Zaagman, Host of China Tech... Investor Podcast talks to Graham Brown about his podcast along with his friend and co-host James Hull. He takes us through his story, from being in the US to ending up in China. Graham and Elliot then delve into all things "China" and talk about the changes that are happening in the Chinese market and tech ecosystem. Listen to the entire podcast here. We would love to hear back from you, leave us a review on our channel.

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Asia Tech Podcast
414: Elliott Zaagman - Co-host of the China Tech Investor podcast | Asia Tech Podcast

Asia Tech Podcast

Play Episode Listen Later Jan 19, 2019 51:27


“Sometimes this idea of decorum or formality causes people to not actually call out the BS when you see it ….and that’s what we like to do.” - Elliot Zaagman, Host of China Tech Investor Podcast talks to Graham Brown about his podcast along with his friend and co-host James Hull. He takes us through his story, from being in the US to ending up in China. Graham and Elliot then delve into all things “China” and talk about the changes that are happening in the Chinese market and tech ecosystem. Listen to the entire podcast here and don’t forget to like & subscribe to our channel if you are interested in our podcasts. We would love to hear back from you, leave us a review on our channel.

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Asia Tech Podcast New Episodes
414: Elliott Zaagman - Co-host of the China Tech Investor podcast | Asia Tech Podcast

Asia Tech Podcast New Episodes

Play Episode Listen Later Jan 19, 2019 51:27


“Sometimes this idea of decorum or formality causes people to not actually call out the BS when you see it ….and that’s what we like to do.” - Elliot Zaagman, Host of China Tech Investor Podcast talks to Graham Brown about his podcast along with his friend and co-host James Hull. He takes us through his story, from being in the US to ending up in China. Graham and Elliot then delve into all things “China” and talk about the changes that are happening in the Chinese market and tech ecosystem. Listen to the entire podcast here and don’t forget to like & subscribe to our channel if you are interested in our podcasts. We would love to hear back from you, leave us a review on our channel.

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China Tech Investor
12: Huawei’s dilemma and the shrinking smartphone pie

China Tech Investor

Play Episode Listen Later Jan 17, 2019 58:37


In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss the statements of Huawei founder and figurehead Ren Zhengfei, as his company becomes embroiled in controversy. The guys also cover the battle for India’s smartphone users, WeChat vs Bytedance’s new messaging app, and how some of China’s richest businesspeople are attempting to protect their wealth.

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China Tech Investor
11: Obnoxiously addictive short video apps with Masha Borak

China Tech Investor

Play Episode Listen Later Jan 13, 2019 75:32


Elliott Zaagman and James Hull discuss Xiaomi’s stock slump, problems in the smartphone market, and the wave of layoffs in China tech. They are also joined by Masha Borak. She recently spent a week immersed in content on 19 different Chinese short video apps, and lived to write about it! All joking aside, Masha shares her observations from her time on the apps and helps the guys understand their draw in China and abroad, as well as how they might be impacted by new regulations.

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China Tech Investor
10: The tech cold war with Paul Triolo

China Tech Investor

Play Episode Listen Later Jan 2, 2019 72:41


In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull take a look back at some of the big events of 2018 and make some predictions about 2019, including the much-rumored Ant Financial IPO. They are also joined by Paul Triolo, the Head of Global Technology Policy at Eurasia Group, to talk about the tech "Cold War." He has spent the better part of the past three decades focusing on China, the US, and the geopolitics of technology.

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China Tech Investor
09: Tech transfer concessions

China Tech Investor

Play Episode Listen Later Dec 28, 2018 57:25


In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss Bytedance accusing Elliott's Chinese publisher of “malicious slander.” James and Elliott also dig into proposed reforms around tech transfer and look into the latest news with JD, Tencent, Alibaba, and more.  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.

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Business Daily
Huawei: Who are they?

Business Daily

Play Episode Listen Later Dec 20, 2018 18:14


Is the telecoms equipment provider a front for Chinese espionage or just the victim of the escalating US-China dispute? Why don't Western governments trust the company to handle its citizens' data?Following the controversial arrest in Canada of Huawei's finance head Meng Wanzhou, the BBC's Vishala Sri-Pathma asks whether the move is just the latest step in a tech cold war between the US and China. She speaks to Rand Corporation defence analyst Timothy Heath, tech journalist Charles Arthur, and China tech podcaster Elliott Zaagman.(Picture: Security guard keeps watch at the entrance to the Huawei global headquarters in Shenzhen, China; Credit: Nicolas Asfouri/AFP/Getty Images)

China Tech Investor
08: Relocating a factory from China, what to know

China Tech Investor

Play Episode Listen Later Dec 19, 2018 69:25


Elliott Zaagman and James Hull discuss the upcoming China Economic Work Committee, central banks, Smartisan, Samsung factory closing, Baidu’s RMB 1B investment in mini-programs, and Xiaomi’s pivot back to China. They also get into the gritty on relocating a factory with East West Associates’ Alex Bryant and Mark Plum: what goes into deciding to relocate, how the ASEAN countries compare with China, and more.

Analyse Asia with Bernard Leong
Episode 276: How to understand China Technology Companies as an investor with Elliott Zaagman

Analyse Asia with Bernard Leong

Play Episode Listen Later Dec 13, 2018 36:50


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 Investor
07: The Tencent Music IPO drama

China Tech Investor

Play Episode Listen Later Dec 12, 2018 56:08


In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss Huawei, the SEC, the Tencent Music arbitration, Alibaba Pictures, Video Games Ethics committee, Baidu & iQiyi’s recent fund-raising activity, and possibility of mainland investors being able to buy Xiaomi’s shares through the HK stock connect.

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China Tech Investor
05: JD and Xiaomi’s earnings & adding Pinduoduo with Xue Yujie

China Tech Investor

Play Episode Listen Later Nov 28, 2018 65:15


In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss the good, the bad, and the ugly from the series of Q3 earnings reports published last week, with a special focus on watchlist companies JD and Xiaomi. They are also joined by Sixth Tone business and technology reporter Xue Yijie as they add Pinduoduo to the watchlist, and discuss the rapidly-growing e-commerce firm whose founder describes as “Costco and Disneyland.”

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China Tech Investor
03: Bytedance - The most valued unicorn in the world with Jon Russell

China Tech Investor

Play Episode Listen Later Nov 14, 2018 67:37


Elliott Zaagman and James Hull discuss why investors should put 11.11 sales numbers in perspective and look at which companies on the watch list are most vulnerable to a recession or worsening trade tensions. They are also joined by TechCrunch reporter Jon Russell, with whom they talk about Bytedance, Xiaomi, and the trend of international user acquisition.

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ChinaEconTalk
How Chinese Firms Succeed and Fail at Internationalizing (Featuring Bytedance)

ChinaEconTalk

Play Episode Listen Later Nov 13, 2018 62:24


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.

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ChinaTalk
How Chinese Firms Succeed and Fail at Internationalizing (Featuring Bytedance)

ChinaTalk

Play Episode Listen Later Nov 13, 2018 62:23


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.

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Big Fish in the Middle Kingdom
#078 - ELLIOTT ZAAGMAN on Podcasting, Tech Ponzi Schemes, & more! | “Big Fish Side Dish"

Big Fish in the Middle Kingdom

Play Episode Listen Later Nov 8, 2018 38:44


Returning champion Elliott Zaagman is back, and this week he lights it UP! He gives us the quick info about HIS new show with James Hull that’s powered by TechNode, the “China Tech Investor Podcast”, we discuss MY new show with Yingying Li called “How China Works”, he fills me in on the legend of the GeekPark Mafia, AND as a palate cleanser from all the love up to that point, he goes HARD at Bytedance. Dude! Don’t miss this one. BLOG & LINKS: https://www.crazyinagoodway.com/home/zaag2

China Tech Investor
02: Adding JD to the watchlist with Rui Ma

China Tech Investor

Play Episode Listen Later Nov 6, 2018 55:49


In the second episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss a new addition to their watchlist with Rui Ma from the Techbuzz China podcast. They also discuss October, trading psychology, and recent earnings releases by iQiyi, Baidu and Alibaba. As always, the hosts may have interest in some of the stocks discussed. Please note, the discussion should not be construed as investment advice or a solicitation of services.

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China Tech Investor
01: Welcome to the China Tech Investor podcast

China Tech Investor

Play Episode Listen Later Oct 30, 2018 53:35


On the inaugural episode of the China Tech Investor Podcast powered by Technode, hosts Elliott Zaagman and James Hull discuss their reasons for starting the podcast, and identify the first five companies on their list of Chinese tech stocks to watch. As always, the hosts may have interest in some of the stocks discussed. Please note, the discussion should not be construed as investment advice or a solicitation of services. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi

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Big Fish in the Middle Kingdom
#066 - Tech Writing & Leadership in China | Elliott Zaagman

Big Fish in the Middle Kingdom

Play Episode Listen Later Sep 19, 2018 75:41


To lift directly from his LinkedIn, which says it far better than I ever could: Elliott Zaagman is best known as an executive coach, corporate trainer, and writer who focuses on how Chinese leaders and organizations interact with their global employees and the public. He focuses on leadership development, HR, and PR and is both an enthusiastic evangelist for, and honest critic of, China's tech industry.  Elliott is wicked smart and insightful, very funny, and we have one of the most real conversations - ranging from the curious debt structures in many Chinese businesses to the notable underrepresentation of Asian faces at the Bilderberg Meetings - that I've had on the show. Great talk. Enjoy! This week’s show is sponsored by “The Complete Podcasting Course”, my new learning program on Udemy.com. Find it via the link in the show notes, and if you want a discount coupon to get the course for only $10 USD, contact me and I’ll hook you up. Find all links at the BLOG post here: https://www.crazyinagoodway.com/home/ez

TechBuzz China by Pandaily
Ep. 22: NIO — The Road Ahead for ‘China’s Tesla’

TechBuzz China by Pandaily

Play Episode Listen Later Sep 19, 2018 32:48


In episode 22 of TechBuzz China, co-hosts Ying-Ying Lu and Rui Ma talk about electric carmaker NIO, which went public on September 12 on the NYSE. This episode covers how NIO got started, its purported business model, and how it differs from its competition. Listeners will also hear from Elliott Zaagman, a writer covering Chinese tech as well as an organizational development consultant for Chinese tech firms. Rui and Ying-Ying start their story with Li Bin, or William Bin Li, who is NIO’s celebrity Founder, Chairman, and CEO. Li Bin, only 43 years old this year, is known as the “godfather of the transport sector” in China: not only did he have his first IPO in 2010 for a car-related internet company named BitAuto, but he has also invested in at least 32 companies in the transportation sector, including 5 unicorns. Indeed, Li Bin is widely recognized for being a master at both making and raising money. However, Li Bin and NIO’s path in the electric vehicle (EV) industry has not been without its challenges, particularly because of the domestic sector’s past experience with unreliable players such as Jia Yueting, the founder of LeEco and Faraday Future. In fact, one recent Chinese article cheekily called NIO and its fellow EVs “the cars that came out of PowerPoints” — a partial reference to the fact that NIO raised about $2.5B in four rounds before going public, but is still losing money rapidly, to the tune of half a billion dollars in the first half of this year. Listen to the newest episode of TechBuzz China and join our co-hosts in an exploration that seeks to answer the key question: is Li Bin going to be able to deliver on the hardware he promises? Just how comparable is NIO to Tesla? What about to Xpeng Motors, founded by celebrity entrepreneur He Xiaopeng, the other high-flying EV unicorn in China with an internet DNA? What is NIO’s actual business model, when it does not actually make its own cars, or even its own batteries (yes, you read that right)? Is it accurate to consider NIO a luxury brand, and if so, is that the right strategy in China? As always, you can find these stories and more at pandaily.com. Let us know what you think of the show by leaving us an iTunes review, like our Facebook page, and don't forget to tweet at us at @techbuzzchina to win some swag!

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TechBuzz China 英文科技评论
22. NIO - The Road Ahead for “China's Tesla”

TechBuzz China 英文科技评论

Play Episode Listen Later Sep 19, 2018 32:48


In Ep. 22 of TechBuzz China, co-hosts Ying-Ying Lu and Rui Ma talk about electric carmaker NIO, which went public on September 12 on the NYSE. This episode covers how NIO got started, its purported business model, and how it differs from its competition. Listeners will also hear from Elliott Zaagman, a writer covering Chinese tech as well as an organizational development consultant for Chinese tech firms. Rui and Ying-Ying start their story with Li Bin, or William Bin Li, who is NIO's celebrity Founder, Chairman, and CEO. Li Bin, only 43 years old this year, is known as the “godfather of the transport sector” in China: not only did he have his first IPO in 2010 for a car-related internet company named BitAuto, but he has also invested in at least 32 companies in the transportation sector, including 5 unicorns. Indeed, Li Bin is widely recognized for being a master at both making and raising money. However, Li Bin and NIO's path in the electric vehicle (EV) industry has not been without its challenges, particularly because of the domestic sector's past experience with unreliable players such as Yueting Jia, the founder of LeEco and Faraday Future. In fact, one recent Chinese article cheekily called NIO and its fellow EVs “the cars that came out of PowerPoints”-- a partial reference to the fact that NIO raised about $2.5B in four rounds before going public, but is still losing money rapidly, to the tune of half a billion dollars in the first half of this year. Listen to the newest episode of TechBuzz China and join our co-hosts in a exploration that seeks to answer the key question: is Li Bin going to be able to deliver on the hardware he promises? Just how comparable is NIO to Tesla? What about to Xpeng Motors, founded by celebrity entrepreneur He Xiaopeng, the other high-flying EV unicorn in China with an internet DNA? What is NIO's actual business model, when it does not actually made its own cars, or even its own batteries (yes, you read that right)? Is it accurate to consider NIO a luxury brand, and if so, is that the right strategy in China? As always, you can find these stories and more at pandaily.com. Let us know what you think of the show by leaving us an iTunes review, like our Facebook page, and don't forget to tweet at us at @techbuzzchina to win some swag!

TechBuzz China 英文科技评论
22. NIO - The Road Ahead for “China’s Tesla”

TechBuzz China 英文科技评论

Play Episode Listen Later Sep 19, 2018 32:48


In Ep. 22 of TechBuzz China, co-hosts Ying-Ying Lu and Rui Ma talk about electric carmaker NIO, which went public on September 12 on the NYSE. This episode covers how NIO got started, its purported business model, and how it differs from its competition. Listeners will also hear from Elliott Zaagman, a writer covering Chinese tech as well as an organizational development consultant for Chinese tech firms. Rui and Ying-Ying start their story with Li Bin, or William Bin Li, who is NIO’s celebrity Founder, Chairman, and CEO. Li Bin, only 43 years old this year, is known as the “godfather of the transport sector” in China: not only did he have his first IPO in 2010 for a car-related internet company named BitAuto, but he has also invested in at least 32 companies in the transportation sector, including 5 unicorns. Indeed, Li Bin is widely recognized for being a master at both making and raising money. However, Li Bin and NIO’s path in the electric vehicle (EV...

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China Unscripted
#11 Will China Win the Internet? | Elliott Zaagman

China Unscripted

Play Episode Listen Later Sep 6, 2018 72:46


Is Chinese Internet censorship going to become the new norm? Or will a free American-led Internet rule the day? We sit down with Elliott Zaagman a Beijing-based corporate trainer, executive coach, and writer who has spent the past seven years working in China’s growing tech ecosystem. He contributes regularly to the publications Tech in Asia and Technode.

NotiPod Hoy
CastBox una aplicación para buscar temas en los podcasts #VP006

NotiPod Hoy

Play Episode Listen Later Jan 17, 2018 5:24


Hay muchas aplicaciones para escuchar podcasts, pero una de las principales debilidades es la búsqueda de un tema. Entérate de las tendencias del podcasting en cinco minutos. NotiPod: Tu resumen diario para mantenerte al día con el podcasting Tendencias CastBox, creada en Beijing, está llamando la atención por la versatilidad en la búsqueda. Elliott Zaagman, un consultor y coach, realizó una comparación de CastBox con la popular aplicación Stitcher buscando el tema "blockchain". Este es el sistema de contabilidad descentralizada anónima utilizado por la mayoría de las crypto-monedas. En el análisis de Stitcher el consultor encontró 173 resultados, pero tuvo que ir a través de cada podcast, capítulo por capítulo, para encontrar la información que necesitaba. Algunos capítulos estaban llenos de buena información, otros no tanto. CastBox le mostró la información por canal, capítulo y audio. Esta aplicación tiene como objetivo mejorar la calidad de búsqueda de archivos de audio. ↳ He estado usando CastBox para explorar temas de podcasts por países. En la configuración cambio el país y la aplicación me trae todas las recomendaciones de podcasts de ese país por categoría y popularidad, incluyendo el número de reseñas. Esto no lo ofrecen las otras apps que más uso (OverCast y Apple Podcast). Por qué usted debe anunciarse en podcasts. Un artículo en el Blog ’Business’ asegura que si su empresa no se está anunciando en un podcast, está perdiendo. Algunos de los argumentos son: Los oyentes de podcasts son leales. Responden más a los anuncios que son leídos por los anfitriones de un podcast que los que son previamente producidos. Podrían recordar una característica del producto o la promoción mencionada en el anuncio de un podcast. Los oyentes confían en los anfitriones de su podcast favorito y aprecian sus opiniones personales y aún las bromas sobre el producto o servicio. Se puede incentivar a los oyentes para considerar su empresa ofreciéndoles un descuento exclusivo en forma de un código. Esto sirve para medir cuan efectivo es su anuncio en ese podcast al evaluar el número de conversiones. Los precios de la publicidad en podcasts suelen ser bastante asequibles. La red de publicidad especializada AdvertiseCast tiene niveles diferentes de pago dependiendo de la longitud y la ubicación de la publicidad así como el número de oyentes que tiene un podcast. Por ejemplo, un anuncio pre-roll de 30 segundos cuesta $29 por cada 1.000 oyentes. Slate dice que los podcasts son el 25 por ciento de sus ingresos. Slate ha estado haciendo podcasts por más de doce años y ahora producen 24 de ellos. Este año, están duplicando su personal de podcasting dedicado de cinco a diez con planes de lanzar más podcasts. Slate está lanzando un nuevo diseño de su sitio web que contará con nuevas formas de promover podcasts (y eventualmente un reproductor para que los visitantes puedan degustar una muestra sin dejar el sitio). También tendrá una fuerte navegación para hacer más fácil a los visitantes ver todo lo que ofrecen. Durante los últimos dos años en Slate se dieron cuenta de que estaban dependiendo demasiado del tráfico de Facebook y comenzaron a tomar medidas para optimizar la fidelidad. En ese período de tiempo, enfatizaron los podcasts y la membresía premium y el uso de otras redes. Facebook ha pasado de contribuir alrededor del 30 por ciento del tráfico mensual de Slate a menos del diez por ciento. El tráfico directo al sitio,representa casi el 30 por ciento de los visitantes. En 2017, los lectores y oyentes de podcats aumentaron en un 18 por ciento sobre el año anterior. JC Giraldo, consultor de marketing, recomienda contenidos para podcasts de empresas en ’Por qué las corporaciones latinoamericanas deberían apostar por los podcasts’ : Entrevistar a profesionales especialistas en el campo donde se desenvuelve la corporación. Entrevistar a los empleados. Compartir éxitos y logros de la empresa. Co-crear y educar con el consumidor o futuro cliente. Allan Tépper publicó una reseña del micrófono de estudio RØDE NT1 . Este micrófono es tipo condensador y requiere alimentación externa. Es color negro, de alto nivel y trae su propio amortiguador y filtro antipop. En el artículo lo compara, en una prueba en audio, con el RØDE Broadcaster, un micrófono dinámico que está creciendo en popularidad en la radio y el podcasting. Tip de podcasting: ¿Olvidaste cuál es tu RSS feed en Apple Connect? Regan Starr desarrollo un buscador que te ayuda a encontrar tu RSS feed y el de cualquier podcast. Mantente al día con el podcasting Recibe en tu email diariamente información y recursos sobre los podcasts y el audio bajo demanda. Todos los lunes te enviaremos un boletín con recursos y entrevistas sobre buenas prácticas en el podcasting. De martes a viernes recibirás un boletín con enlaces a la información diaria que descubrimos en la web sobre tendencias en los podcasts. Únete a ambos y recibe todos estos recursos en tu email. Suscríbete aquí y no te pierdas nada. ¡Suscríbete!  

China Influencer Marketing Podcast
011: How Executives and Academics Grow Their Influence & Monetize Their Knowledge on Zhihu with Corporate Trainer Elliott Zaagman

China Influencer Marketing Podcast

Play Episode Listen Later Jan 10, 2018 56:47


In this episode, we chat with Elliott Zaagman, a Corporate trainer who specializes in helping Chinese enterprises grow into global organizations. Elliott also writes for several leading online publications which is how I first came across him. Earlier this year he wrote a piece for Technode about Zhihu, China’s popular knowledge sharing platform which started off as a Q& A platform but has evolved into a hybrid of Quora, Patreon, Coursera, Twitter and Linkedin. His article shared how many people, especially professionals and academics, are leveraging their knowledge to grow a following on the platform, and now thanks to new features, they are able to monetize their popularity through paid courses and live streams. I think Zhihu is extremely underrated, especially in Western media, so I had to have Elliott on so he could share more about it. Besides talking about Zhihu, we also discuss what it is like being the only foreigner writing for the popular Chinese business news site Huxiu and how it has helped position him as a thought leader and attract business leads.  This episode is a little bit different than previous ones but still very much related to Chinese influencers and growing influence in china, so I know you guys are going to like it.     Guest: Elliott Zaagman LinkedIn WeChat: ezaagman Zhihu: @ELL小查   Host: Lauren Hallanan Website: laurenhallanan.com LinkedIn Instagram: @laurenleren   Mentioned in the Episode: Article: From “knowledge hub” to “opportunity facilitator”: The development of Zhihu Huxiu Technode supchina China Tech Talk 31: China tech trends in 2017, part 1   Thanks to our sponsor PARKLU: www.parklu.com   For additional information and show notes head over to www.chinainfluencermarketing.com   If you like this podcast and know someone who might find it interesting, please share! 

China Influencer Marketing Podcast
CIM Episode 011: How Executives and Academics Grow Their Influence & Monetize Their Knowledge on Zhihu with Corporate Trainer Elliott Zaagman

China Influencer Marketing Podcast

Play Episode Listen Later Jan 10, 2018 56:48


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