48: The coronavirus ripple effect, with Marcus Ryder

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.

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In this episode, the guys welcome on veteran media executive and Caixin Global executive producer Marcus Ryder to discuss the massive ripple effect of the Wuhan coronavirus on China’s economy and tech industry. They try to get a grip on the many ways that the outbreak is shaking up our assumptions about the Chinese economy, markets, and tech space in the first quarter of 2020.

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
• JD
• Pinduoduo
• Meituan-Dianping
• Luckin Coffee

 

Guest:

• Marcus Ryder - @marcusryder

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