China Tech Investor

In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss Huawei, the SEC, the Tencent Music arbitration, Alibaba Pictures, Video Games Ethics committee, Baidu & iQiyi’s recent fund-raising activity, and possibility of mainland investors being able to buy Xiaomi’s shares through the HK stock connect.

Elliott and James discuss the G20, party committees, and look at the cash burn (negative free cash flow) at four watchlist companies.

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.

In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss the good, the bad, and the ugly from the series of Q3 earnings reports published last week, with a special focus on watchlist companies JD and Xiaomi.

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.”

Elliott and James are joined by Matt Brennan, co-founder of China Channel and one of the world's foremost experts on Tencent and WeChat.

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

Elliott Zaagman and James Hull discuss why investors should put 11.11 sales numbers in perspective and look at which companies on the watch list are most vulnerable to a recession or worsening trade tensions.

They are also joined by TechCrunch reporter Jon Russell, with whom they talk about Bytedance, Xiaomi, and the trend of international user acquisition.

In the second episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss a new addition to their watchlist with Rui Ma from the Techbuzz China podcast. They also discuss October, trading psychology, and recent earnings releases by iQiyi, Baidu and Alibaba.

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.

On the inaugural episode of the China Tech Investor Podcast powered by Technode, hosts Elliott Zaagman and James Hull discuss their reasons for starting the podcast, and identify the first five companies on their list of Chinese tech stocks to watch.

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