China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.
Make sure you don’t miss anything. Check out our lineup of China tech podcasts.
This episode, the guys are joined for the second time by John Artman, tech editor for South China Morning Post. They go over some of SCMP’s recently-released 4th annual China Internet Report, and break down the four areas of China tech regulation it identifies: anti-trust, fintech, data, and cryptocurrency. They also go over the controls over IPOs, and what that means for overseas investors.
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:
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Podcast information:
CTI 44: Ed-tech in China with John Artman
43: Alibaba has a Meituan problem. Can they solve it with $11 billion?
42: Trade wars, debt, and the future of the Chinese economy with Michael Pettis
41: Alibaba, JD, Tencent, and WOW, LUCKIN COFFEE! with Michael Norris
CTI 40: China’s blockchain bonanza with Matthew Graham
CTI 39: Search, recommendation, and the fall of Baidu with FT’s Christian Shepherd and Nian Liu
38: An interview with Pinduoduo’s David Liu
37: Exploring the slowdown in China’s private funding with Jane Li
36: E-sports in China with Bloomberg’s Zheping Huang (also Meituan’s earnings)
35: Why Xiaomi needs to face the music, with Tim Culpan (plus PDD, iQiyi, and Baidu earnings)
34: Alibaba, JD, and the new retail revolution with Michael Zakkour
33: 2019 year-to-date for China’s tech stocks: Meituan surges, Baidu slumps, and more
32: What's special about Bilibili?
31: AI competitiveness: How Chinese and US firms stack up
30: A peek inside China’s banking industry with Trivium China’s Andrew Polk
29: India’s tech landscape, with Dev Lewis
28: Earnings dive — 1Q 2019 iQiyi and Tencent
27: Alibaba’s earnings and is this the end of the “China Hustle?”
26: Baidu’s unprofitable quarter and Pinduoduo keeps burning money
25: Live from Emerge—Huawei on the US Entities list with Paul Mozur
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