China Tech Investor

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

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:

Emma Lee - @EmmaLee12345

Hosts:

Elliott Zaagman - @elliottzaagman

James Hull - @jameshullx

Podcast information:

RSS Feed

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

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

In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull welcome Analyze Asia’s Bernard Leong on the show to talk about Chinese e-commerce firms, and their proxy wars as they fight over the southeast Asia market.

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.

Elliott Zaagman and James Hull discuss Vancouver real estate, Wang Qishan in Davos, make a prediction about Baidu and discuss other updates on the watchlist.

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.

In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss the statements of Huawei founder and figurehead Ren Zhengfei, as his company becomes embroiled in controversy.

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.

Elliott Zaagman and James Hull discuss Xiaomi’s stock slump, problems in the smartphone market, and the wave of layoffs in China tech.

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.

In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull take a look back at some of the big events of 2018 and make some predictions about 2019, including the much-rumored Ant Financial IPO.

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.

In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss Bytedance accusing Elliott's Chinese publisher of “malicious slander.” James and Elliott also dig into proposed reforms around tech transfer and look into the latest news with JD, Tencent, Alibaba, and more. 

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.

Elliott Zaagman and James Hull discuss the upcoming China Economic Work Committee, central banks, Smartisan, Samsung factory closing, Baidu’s RMB 1B investment in mini-programs, and Xiaomi’s pivot back to China.

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.