China Tech Investor

By TechNode

The China Tech Investor podcast is a weekly show featuring Elliott Zaagman, writer and contributor to TechNode, and James Hull, a professional investor. Each week, the two look at their watchlist and talk about what's happening with listed Chinese tech companies

  1. 1.
    CTI 76: Baidu, Tencent, and JD earnings, with Michael Norris
    1:17:13
  2. 2.
    CTI 75: The past, present, and future of Bytedance, with Zheping Huang (plus Kuaishou earnings)
    1:07:54
  3. 3.
    CTI 74: China’s evolving semiconductor landscape, with Stewart Randall
    1:05:41
  4. 4.
    CTI 73: Zhihu is a household name in China. But will it pay off for shareholders? With Zeyi Yang
    36:42
  5. 5.
    CTI 72: Pinduoduo, Kuaishou, and Meituan earnings, plus listener questions, with Michael Norris
    1:25:45
  6. 6.
    CTI 71: Chinese Antritrust Exceptionalism, with Angela Huyue Zhang
    1:01:46
  7. 7.
    CTI 70: Ant Group, DCEP, crypto mining, and all things China fintech with Eliza Gkritsi
    59:44
  8. 8.
    CTI 69: Is Kuaishou just a smaller version of Bytedance? Or is it something more? With Michael Norris
    1:02:02
  1. 9.
    CTI 68: From Alibaba & Ant to Xiaomi: Looking back at 2020, forward to 2021
    52:40
  2. 10.
    CTI 67: The boom and bust of China’s 'second landlords,' with Capucine Cogné
    50:28
  3. 11.
    CTI 66: EV makers got a big charge in 2020, with Tu Le
    1:01:40
  4. 12.
    CTI 65: Strong quarters for Bilibili, Pinduoduo, and Tencent, with Michael Norris
    1:08:12
  5. 13.
    CTI 64: How Bytedance Built an 'Attention Factory,' with Matthew Brennan
    57:46
  6. 14.
    CTI 63: Why the short sellers are targeting GSX, with Joe Ridsdale
    1:08:04
  7. 15.
    CTI 62: Xiaomi’s resilience, with Bryan Ma
    42:34
  8. 16.
    61: Ant Group is really big, and really confusing
    1:06:16
  9. 17.
    60: Breaking down quarterly earnings from BABA, JD, and PDD
    1:17:53
  10. 18.
    59: China’s cloud landscape, with Kevin Xu
    1:00:49
  11. 19.
    58: Are China and India getting a tech divorce? With Dev Lewis
    1:07:40
  12. 20.
    57: Tom Orlik on why the China bubble never seems to pop
    1:12:44
  13. 21.
    56: Alibaba, Bilibili, and Pinduoduo earnings, plus what to expect if Chinese companies delist from the US
    56:57
  14. 22.
    55: Tencent earnings, Pinduoduo’s 20-F, and digital currency in China with Wolfie Zhao
    1:14:52
  15. 23.
    54: After Luckin, fraud will still be a problem. With Wei Sheng
    53:56
  16. 24.
    53: How COVID-19 is a 'new retail' tipping point, with Michael Zakkour
    1:04:43
  17. 25.
    52: Luckin - The writing was on the wall with Michael Norris
    57:25
  18. 26.
    51: Tencent, JD, PDD earnings, and Jeffrey Towson discusses the battle royale for services.
    1:11:24
  19. 27.
    50: The coronavirus sell-off, and earnings from Alibaba, Baidu, and iQiyi
    1:15:11
  20. 28.
    49: Huawei, Google, and the “splinternet,” with Wei Sheng
    50:11
  21. 29.
    48: The coronavirus ripple effect, with Marcus Ryder
    45:56
  22. 30.
    47: Xiaomi, 5G, Bytedance, and other “incredible” predictions for 2020, with Wang Boyuan
    55:34
  23. 31.
    46: 2019’s biggest winners and losers, and what to expect for 2020
    1:03:42
  24. 32.
    45: Boom, bust, and competition: Electric vehicles in China, with Tu Le
    56:54
  25. 33.
    CTI 44: Ed-tech in China with John Artman
    1:07:10
  26. 34.
    43: Alibaba has a Meituan problem. Can they solve it with $11 billion?
    47:00
  27. 35.
    42: Trade wars, debt, and the future of the Chinese economy with Michael Pettis
    1:03:12
  28. 36.
    41: Alibaba, JD, Tencent, and WOW, LUCKIN COFFEE! with Michael Norris
    1:06:30
  29. 37.
    CTI 40: China’s blockchain bonanza with Matthew Graham
    1:10:58
  30. 38.
    CTI 39: Search, recommendation, and the fall of Baidu with FT’s Christian Shepherd and Nian Liu
    51:57
  31. 39.
    38: An interview with Pinduoduo’s David Liu
    46:16
  32. 40.
    37: Exploring the slowdown in China’s private funding with Jane Li
    1:00:18
  33. 41.
    36: E-sports in China with Bloomberg’s Zheping Huang (also Meituan’s earnings)
    43:58
  34. 42.
    35: Why Xiaomi needs to face the music, with Tim Culpan (plus PDD, iQiyi, and Baidu earnings)
    1:03:44
  35. 43.
    34: Alibaba, JD, and the new retail revolution with Michael Zakkour
    53:04
  36. 44.
    33: 2019 year-to-date for China’s tech stocks: Meituan surges, Baidu slumps, and more
    53:34
  37. 45.
    32: What's special about Bilibili?
    51:30
  38. 46.
    31: AI competitiveness: How Chinese and US firms stack up
    1:17:07
  39. 47.
    30: A peek inside China’s banking industry with Trivium China’s Andrew Polk
    1:18:25
  40. 48.
    29: India’s tech landscape, with Dev Lewis
    1:08:26
  41. 49.
    28: Earnings dive — 1Q 2019 iQiyi and Tencent
    1:09:52
  42. 50.
    27: Alibaba’s earnings and is this the end of the “China Hustle?”
    50:38

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