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

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Music: “Hey Ho” by Steve Jackson, Royalty Free Music