China Tech Investor
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China Tech Investor
The China Tech Investor podcast is a weekly show featuring Elliott Zaagman, writer and contributor to TechNode, and James Hull, a professional investor. Each week, the two look at their watchlist and talk about what's happening with listed Chinese tech companies
Neueste Episoden
84 EpisodenCTI 84: Can China’s data regulations foster both security and development? With Tom Nunlist
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 thro...
CTI 83: Earnings, Baidu, Tencent and Alibaba with Michael Norris
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 thro...
CTI 82: Will online gaming remain a pillar of China’s digital economy?
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 thro...
CTI 81: Evergrande: How we got here, and what it means, with Ming Zhao
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 thro...
CTI 80: Breaking down China’s tech regulation (thus far), with John Artman
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 thro...
CTI 79: Kuaishou, Tencent, and Xiaomi earnings, with Michael Norris
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 thro...
CTI 78: Didi’s evolving saga and Beijing’s regulatory ambitions, with Kendra Schaefer
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 thro...
CTI 77: MissFresh and Dingdong Maicai, with Emma Lee
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 thro...
CTI 76: Baidu, Tencent, and JD earnings, with Michael Norris
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 thro...
CTI 75: The past, present, and future of Bytedance, with Zheping Huang (plus Kuaishou earnings)
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 thro...
CTI 74: China’s evolving semiconductor landscape, with Stewart Randall
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 thro...
CTI 73: Zhihu is a household name in China. But will it pay off for shareholders? With Zeyi Yang
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 thro...
CTI 72: Pinduoduo, Kuaishou, and Meituan earnings, plus listener questions, with Michael Norris
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 thro...
CTI 71: Chinese Antritrust Exceptionalism, with Angela Huyue Zhang
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 thro...
CTI 70: Ant Group, DCEP, crypto mining, and all things China fintech with Eliza Gkritsi
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 thro...
CTI 69: Is Kuaishou just a smaller version of Bytedance? Or is it something more? With Michael Norris
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 thro...
CTI 68: From Alibaba & Ant to Xiaomi: Looking back at 2020, forward to 2021
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 thro...
CTI 67: The boom and bust of China’s 'second landlords,' with Capucine Cogné
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 thro...
CTI 66: EV makers got a big charge in 2020, with Tu Le
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 thro...
CTI 65: Strong quarters for Bilibili, Pinduoduo, and Tencent, with Michael Norris
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 thro...
CTI 64: How Bytedance Built an 'Attention Factory,' with Matthew Brennan
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 thro...
CTI 63: Why the short sellers are targeting GSX, with Joe Ridsdale
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 thro...
CTI 62: Xiaomi’s resilience, with Bryan Ma
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 thro...
61: Ant Group is really big, and really confusing
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 thro...
60: Breaking down quarterly earnings from BABA, JD, and PDD
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 thro...
59: China’s cloud landscape, with Kevin Xu
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 thro...
58: Are China and India getting a tech divorce? With Dev Lewis
Elliott and James welcome Digital Asia Hub fellow Dev Lewis back to the podcast to discuss what a worsening diplomatic relationship between China and...
57: Tom Orlik on why the China bubble never seems to pop
After taking some time to welcome his newborn son, James returns to his co-hosting duties, as he and Elliott welcome Bloomberg Chief Economist Tom Orl...
56: Alibaba, Bilibili, and Pinduoduo earnings, plus what to expect if Chinese companies delist from the US
This week, James is taking some time off with his newborn, so CTI regular Michael Norris fills in as cohost. He and Elliott discuss Alibaba, Bilibili,...
55: Tencent earnings, Pinduoduo’s 20-F, and digital currency in China with Wolfie Zhao
This week, the guys welcome Coindesk Asia Editor Wolfie Zhao to the pod to discuss the latest progress in China’s development of a digital currency, a...
54: After Luckin, fraud will still be a problem. With Wei Sheng
An episode full of salacious scandals and controversy! In this episode, the guys welcome back Technode’s own Wei Sheng to discuss a recent lawsuit fil...
53: How COVID-19 is a 'new retail' tipping point, with Michael Zakkour
In this episode, the guys welcome back Michael Zakkour, Founder and Chief Strategist of 5 New Digital. They discuss how the demands of the COVID-19 pa...
52: Luckin - The writing was on the wall with Michael Norris
In this episode, the guys bring on CTI regular Michael Norris to discuss Luckin Coffee’s recent admission of fraud. Michael was an early skeptic of Lu...
51: Tencent, JD, PDD earnings, and Jeffrey Towson discusses the battle royale for services.
In this episode, the guys welcome professor Jeffrey Towson to discuss the ongoing battle over the digital services sector in China, as Alibaba, Meitua...
50: The coronavirus sell-off, and earnings from Alibaba, Baidu, and iQiyi
In this episode, the guys welcome back guest co-host Michael Norris from Agency China. The three of them discuss markets’ sudden and dramatic correcti...
49: Huawei, Google, and the “splinternet,” with Wei Sheng
In this episode, the guys welcome Technode’s Wei Sheng to discuss the continued US-China tech decoupling, and how Huawei is attempting to succeed in E...
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 thro...
47: Xiaomi, 5G, Bytedance, and other “incredible” predictions for 2020, with Wang Boyuan
In this episode, the guys welcome veteran China tech journalist Wang Boyuan to the show. They make some bold and not-so-bold predictions for China’s d...
46: 2019’s biggest winners and losers, and what to expect for 2020
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 thro...
45: Boom, bust, and competition: Electric vehicles in China, with Tu Le
In this episode, the guys welcome Tu Le, Managing Director of Sino Auto Insights, to discuss China’s dynamic electric vehicle and automotive industry....