China Tech Investor
By TechNode
Each week, the two look at their watchlist and talk about what's happening with listed Chinese tech companies
China Tech InvestorOct 30, 2018
35: Why Xiaomi needs to face the music, with Tim Culpan (plus PDD, iQiyi, and Baidu earnings)
In this episode of the China Tech Investor Podcast powered by TechNode, the guys welcome back Bloomberg Opinion columnist Tim Culpan to discuss Xiaomi’s weak performance, the oversupply of ad inventory on the Chinese web, and general takeaways from Q2 earnings season. Elliott and James also go over the most recent earnings reports of Baidu, iQiyi, and Pinduoduo.
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:
· Tencent
· Alibaba
· Baidu
· iQiyi
· Xiaomi
· com
· Pinduoduo
· Meituan-Dianping
Links
· Pinduoduo’s free cash flow conundrum
Guest
· Tim Culpan- @tculpan
Hosts
· Elliott Zaagman– @elliottzaagman
Editor
Podcast information:
· iTunes
· Spotify
· RSS Feed
· Music: “Hey Ho” by Steve Jackson, Royalty Free Music
34: Alibaba, JD, and the new retail revolution with Michael Zakkour
In this episode of the China Tech Investor Podcast powered by TechNode, the guys go deep into new retail. In addition to discussing the latest quarterly earnings from Alibaba and JD, James and Elliott chat with Michael Zakkour, VP of Asia Strategy for Thompkins International. Michael fills us in on the phenomenon of “new retail,” why it is so much more than just a buzz word, and how it is changing business and life in China and around the world.
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.
UPDATE: Alibaba’s USD 2 billion acquisition of NetEase’s cross-border e-commerce site is off, reports say
Watchlist:
- Tencent
- Alibaba
- Baidu
- iQiyi
- Xiaomi
- JD.com
- Pinduoduo
- Meituan-Dianping
Guest
Hosts:
Editor
Podcast information:
- iTunes
- Spotify
- RSS Feed
- Music: “Hey Ho” by Steve Jackson, Royalty Free Music
33: 2019 year-to-date for China’s tech stocks: Meituan surges, Baidu slumps, and more
In this episode of the China Tech Investor Podcast powered by TechNode, James and Elliott take a step back and look at the broader trends of 2019 thus far. They also take a look at how each of the stocks on their watch list have performed thus far this year, and attempt to determine where credit or blame should be given for each stock’s performance.
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 China Consumer Index slides here.
Watchlist:
· Tencent
· Alibaba
· Baidu
· iQiyi
· Xiaomi
· JD.com
· Pinduoduo
· Meituan-Dianping
Hosts:
· Elliott Zaagman – @elliottzaagman
Editor
Podcast information:
· iTunes
· Spotify
· RSS Feed
· Music: “Hey Ho” by Steve Jackson, Royalty Free Music
32: What's special about Bilibili?
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:
Editor
Podcast links
Music
- “Hey Ho” by Steve Jackson, Royalty Free Music
31: AI competitiveness: How Chinese and US firms stack up
In this episode of the China Tech Investor Podcast powered by TechNode, James and Elliott chat with Matt Sheehan, Fellow at Macro Polo, the in-house think tank of the Paulson Institute. Matt discusses some of his recent research, in which he analyses how US and Chinese firms stack up in various dimensions of data. He also shares his findings on the battle for AI engineers, and how each country’s AI future may rely on Chinese talent, on both sides of the Pacific.
Also, be sure to check out Matt’s upcoming book: The Transpacific Experiment: How China and California Collaborate and Compete for Our Future, out August 13th.
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:
- Matt Sheehan - @mattsheehan88
Hosts:
Editor
Podcast information:
- iTunes
- Spotify
- RSS Feed
- Music: “Hey Ho” by Steve Jackson, Royalty Free Music
30: A peek inside China’s banking industry with Trivium China’s Andrew Polk
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:
Editor
Podcast information:
- iTunes
- Spotify
- RSS Feed
- Music: “Hey Ho” by Steve Jackson, Royalty Free Music
29: India’s tech landscape, with Dev Lewis
In this episode of the China Tech Investor Podcast powered by TechNode, James and Elliott chat with Dev Lewis, Research Associate at Digital Asia Hub and Yanqing Scholar at Peking University. Dev has written and focused extensively on the intersection of US and Chinese tech firms as they compete in India’s rapidly developing digital ecosystem. In this podcast, the guys talk about what makes India unique as a market, and the homegrown businesses, trends, and government policies that are impacting the way that foreign firms, including Chinese tech firms on our watchlist, approach doing business in what will soon be the world’s most populous nation.
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:
- Dev Lewis - @Devlewis18
Hosts:
Editor
Podcast information:
- iTunes
- Spotify
- RSS Feed
- Music: “Hey Ho” by Steve Jackson, Royalty Free Music
28: Earnings dive — 1Q 2019 iQiyi and Tencent
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
Podcast information:
· iTunes
· Spotify
· RSS Feed
· Music: “Hey Ho” by Steve Jackson, Royalty Free Music
27: Alibaba’s earnings and is this the end of the “China Hustle?”
In this episode of the China Tech Investor Podcast powered by TechNode, James and Elliott dig into the quarterly earnings of Alibaba. They also discuss the trade war’s latest impact on markets, and the proposed legislation which would require Chinese firms listing in the US to undergo American auditing standards.
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:
Editor
Podcast information:
- iTunes
- Spotify
- RSS Feed
- Music: “Hey Ho” by Steve Jackson, Royalty Free Music
26: Baidu’s unprofitable quarter and Pinduoduo keeps burning money
In this episode of the China Tech Investor Podcast powered by TechNode, James and Elliott discuss the quarterly earnings reports of Baidu and Pinduoduo. For the quarter since their IPO in 2005, Baidu failed to report a profit, in the latest in what has been a disappointing string of events for the company known best for its popular search engine. For Pinduoduo, marketing expenses keep increasing, but are those investments paying off for the company?
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
Podcast information:
- iTunes
- Spotify
- RSS Feed
- Music: “Hey Ho” by Steve Jackson, Royalty Free Music
25: Live from Emerge—Huawei on the US Entities list with Paul Mozur
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:
Hosts:
Editor
Podcast information:
- iTunes
- Spotify
- RSS Feed
- Music: “Hey Ho” by Steve Jackson, Royalty Free Music
24: SoftBank's Vision Fund and peak tech with Shai Oster
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:
Hosts:
Editor
Podcast information:
- iTunes
- Spotify
- RSS Feed
- Music: “Hey Ho” by Steve Jackson, Royalty Free Music
23: Is Luckin Coffee a real business?
In this episode of the China Tech Investor Podcast powered by TechNode, our hosts welcome back Technode contributor Michael Norris to discuss the IPO of Luckin Coffee.
Luckin is hardly free of controversy. From a CMO who spent time in prison to a rapid expansion financed by an equally rapid cash burn, there are a lot of reasons for skepticism. However, their upside is still bound to draw the attention from investors who don’t want to miss out on what could very well be Starbucks’ most formidable competitor in China.
Read Michael’s previous work on Luckin:
Why it’s time to wake up and smell the coffee on Luckin
From jail to java: How Luckin’s CMO is hacking China’s coffee market
Luckin may not last, but its model will
As well as TechNode Editor-in-Chief's analysis of their IPO:
Is Luckin’s rushed IPO a path to sustainability or a pig in a poke?
At the beginning of the episode, James and Ell briefly discuss UXIN’s response to the damning accusations levied against them by Anne Stevenson-Yang and J Capital Research. Anne discussed her report on episode 22 of the podcast, and also issued a rebuttal to UXIN’s response. Listeners can read, and decide for themselves
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
Guest:
Hosts:
Podcast information:
- Spotify
- iTunes
- RSS Feed
- Music: “Hey Ho” by Steve Jackson, Royalty Free Music
22: Livestreaming fashion and the dangers of stock-picking with Jordan Schneider
It’s crossover episode time! Ell and James sit down with Jordan Schneider from the China Econtalk Podcast to discuss livestreaming fashion in China, Facebook vs Wechat, and the risks of stock-picking.
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
Guest:
- Jordan Schneider - @jordschneider1
Hosts:
Podcast information:
- Spotify
- iTunes
- RSS Feed
- Music: “Hey Ho” by Steve Jackson, Royalty Free Music
21: Why UXIN’s stock is a lemon with Anne Stevenson-Yang of J Capital Research
In this episode of the China Tech Investor Podcast powered by TechNode, our hosts talk with the one and only Anne Stevenson-Yang, co-founder and research director at J Capital Research. Anne and her team at J Cap recently made headlines when they released a report accusing US-listed Chinese second-hand auto sales platform UXIN of fraud, recommending a short on their stock.
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
Guest:
Anne Stevenson-Yang - @doumenzi
Hosts:
Podcast information:
- Spotify
- iTunes
- RSS Feed
- Music: “Hey Ho” by Steve Jackson, Royalty Free Music
20: Xiaomi's Q4 earnings and China's new tech board with Jacky Wong
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:
Guests:
Hosts:
Editor
Podcast information:
- iTunes
- Spotify
- RSS Feed
- Music: “Hey Ho” by Steve Jackson, Royalty Free Music
19: Tencent’s earnings and growing in mature market with Michael Norris (part 2/2)
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:
Hosts:
- Elliott Zaagman - @elliottzaagman
- James Hull - @jameshullx
Producer
Podcast information:
- iTunes
- Spotify
- RSS Feed
- Music: “Hey Ho” by Steve Jackson, Royalty Free Music
18: Growing in a mature market with Michael Norris (part 1/2)
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:
Hosts:
- Elliott Zaagman - @elliottzaagman
- James Hull - @jameshullx
Podcast information:
- iTunes
- Spotify
- RSS Feed
- Music: “Hey Ho” by Steve Jackson, Royalty Free Music
17: JD's strong earnings and Alibaba vs Tencent with Tim Culpan
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
16: Bytedance's Shanghai IPO, Meituan Dianping added to the watch list
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:
Hosts:
- Elliott Zaagman - @elliottzaagman
- James Hull - @jameshullx
Podcast information:
- RSS Feed
- Music: “Hey Ho” by Steve Jackson, Royalty Free Music
15: Tencent buys part of Reddit and common reporting standards
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
14: Alibaba’s earnings and Chinese e-commerce in southeast Asia with Bernard Leong”
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.
13: Davos, Vancouver real estate, and entrepreneurship in China with Shlomo Freund
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.
12: Huawei’s dilemma and the shrinking smartphone pie
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.
11: Obnoxiously addictive short video apps with Masha Borak
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.
10: The tech cold war with Paul Triolo
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.
09: Tech transfer concessions
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.
08: Relocating a factory from China, what to know
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.
07: The Tencent Music IPO drama
06: Trade agreements and communist party committees with Christopher Balding
They are joined by Fulbright University professor and Bloomberg Opinion columnist Christopher Balding to discuss the Trump-Xi G20 meeting and party committees in Chinese 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.
05: JD and Xiaomi’s earnings & adding Pinduoduo with Xue Yujie
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.”
04: Caixin Summit & Tencent’s strategic upgrade with Matt Brennan
Elliott and James begin discussing some topics from the 9th Caixin Summit’s open-door events: fintech and financial policy; benefits of China’s WTO membership; and US-China relations. In the watchlist segment, they discuss some highlights from Tencent’s Q3’2018 earnings call. Finally, they chat with Matt about Tencent’s strategic upgrade to the Industrial Inte
03: Bytedance - The most valued unicorn in the world with Jon Russell
They are also joined by TechCrunch reporter Jon Russell, with whom they talk about Bytedance, Xiaomi, and the trend of international user acquisition.
02: Adding JD to the watchlist with Rui Ma
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.
01: Welcome to the China Tech Investor podcast
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