China Tech Investor

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.

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.

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.

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.

 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.

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:

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:

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:

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:

 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:

 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.

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:

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:

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:

 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. 

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:

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.

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:

 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:

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: