China Tech Investor

China Tech Investor

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China Tech Investor episodes

  • 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

    · James Hull– @jameshullx

    Editor

    · Peter Isachenko

    Podcast information:

    · iTunes

    · Spotify

    · RSS Feed

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

    1 hr 4 min
  • 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

      • Michael Zakkour

        • 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
              • 54 min
            • 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

              · James Hull – @jameshullx

              Editor

              · Peter Isachenko

              Podcast information:

              · iTunes

              · Spotify

              · RSS Feed

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

              54 min
            • 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:
              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
              52 min
            • 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:
              Elliott Zaagman – @elliottzaagman
              James Hull – @jameshullx
              Editor
              Peter Isachenko
              Podcast information:
              iTunes
              Spotify
              RSS Feed
              Music: “Hey Ho” by Steve Jackson, Royalty Free Music
              1 hr 18 min
            • 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:
              Elliott Zaagman – @elliottzaagman
              James Hull – @jameshullx
              Editor
              Peter Isachenko
              Podcast information:
              iTunes
              Spotify
              RSS Feed
              Music: “Hey Ho” by Steve Jackson, Royalty Free Music
              1 hr 19 min
            • 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:
              Elliott Zaagman – @elliottzaagman
              James Hull – @jameshullx
              Editor
              Peter Isachenko
              Podcast information:
              iTunes
              Spotify
              RSS Feed
              Music: “Hey Ho” by Steve Jackson, Royalty Free Music
              1 hr 9 min
            • 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
              Peter Isachenko
              Podcast information:
              · iTunes
              · Spotify
              · RSS Feed
              · Music: “Hey Ho” by Steve Jackson, Royalty Free Music
              1 hr 10 min

            About China Tech Investor

            From the publisher's feed

            The China Tech Investor podcast is a weekly show featuring Elliott Zaagman, writer and contributor to TechNode, and James Hull, a professional investor.