China Tech Investor - podcast cover

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
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Episodes

CTI 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 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 by Trivium China’s Tom Nunlist to discuss China’s evolving data regu...

Dec 09, 202148 minEp. 84

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 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 . In this earnings episode, the guys welcome back Michael Norris to discuss the September 2021 quarter r...

Nov 26, 20211 hr 26 minEp. 83

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 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 South China Morning Post’s Josh Ye to discuss China’s gaming industr...

Oct 29, 20211 hr 7 minEp. 82

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 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 by tech founder and fintwit thread-weaver Ming Zhao. They discuss th...

Sep 29, 202152 minEp. 81

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 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 Morn...

Sep 17, 20211 hr 4 minEp. 80

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 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 by regular guest Michael Norris to review some Q2 earnings highlight...

Sep 03, 20211 hr 16 minEp. 79

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 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 by Kendra Schaefer, partner at Trivium China and head of the firm’s ...

Jul 29, 20211 hr 6 minEp. 78

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 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 . In this episode the guys welcome Emma Lee back to discuss MissFresh and Dingdong Maicai. Key topics in...

Jul 08, 20211 hr 4 minEp. 77

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 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 . It’s another earnings episode, so the guys welcome Michael Norris back to the show. They discuss the q...

Jun 10, 20211 hr 17 minEp. 76

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 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 . In this episode, James and Elliott are joined for the second time by Bloomberg tech reporter Zheping H...

May 28, 20211 hr 8 minEp. 75

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 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 . In this episode, James and Elliott are joined by Stewart Randall, Director of Operations at Intralink ...

May 12, 20211 hr 6 minEp. 74

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 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 . In this episode, James and Elliott are joined by Protocol’s Zeyi Yang. Zeyi shares his thoughts on Zhi...

Apr 12, 202137 minEp. 73

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 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 . In this episode, James and Elliott are joined by frequent CTI guest Michael Norris to cover the 2020 Q...

Apr 02, 20211 hr 26 minEp. 72

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 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 . Recorded live on Clubhouse, Elliott chats with University of Hong Kong professor Angela Zhang about he...

Mar 19, 20211 hr 2 minEp. 71

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 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 . In this episode, James and Elliott are joined by Technode’s own Eliza Gkritsi. Eliza gives an update o...

Feb 26, 20211 hrEp. 70

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 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 . In this episode, James and Elliott are once again joined by regular guest Michael Norris to discuss Ku...

Feb 09, 20211 hr 2 minEp. 69

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 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 . In this episode, James and Elliott review the winners and losers of 2020, what they got right and what...

Jan 19, 202153 minEp. 68

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 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 week’s guest is Capucine Cogné, a real estate industry specialist based in Chengdu who has been f...

Dec 23, 202050 minEp. 67

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 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 week, Tu Le from Sino Auto Insights joins the show to discuss the stratospheric rise that electri...

Dec 15, 20201 hr 2 minEp. 66

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 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 week, Michael Norris is back for his regular earnings check-in, as the guys go over the calls fro...

Dec 01, 20201 hr 8 minEp. 65

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 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 . Elliott and James welcome back Matthew Brennan to the show to discuss his new book: Attention Factory:...

Nov 13, 202058 minEp. 64

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 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. Elliott and James welcome Joe Ridsdale, CEO of West Street Capital Partners. Joe explains why his firm ...

Nov 05, 20201 hr 8 minEp. 63

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 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 Elliott and James welcome IDC’s VP of Device Research Bryan Ma to the show. They discuss how Xiaomi is b...

Oct 17, 202043 minEp. 62

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 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 Elliott and James try to get their minds around Ant Group’s IPO, and attempt to explain the business beh...

Sep 25, 20201 hr 6 minEp. 61

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 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 In an earnings season tradition, Elliott and James bring on Michael Norris to discuss the quarterly earn...

Sep 01, 20201 hr 18 minEp. 60

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 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 Elliott and James welcome Kevin Xu to the podcast this week. Kevin is the author of Interconnected , a b...

Aug 26, 20201 hr 1 minEp. 59

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 India means for Chinese tech companies in India, and what the future of India’s tech landscape will look like. James and Ell also chat about the prospects of IPOs from Ant Financial and Didi Chuxing. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitatio...

Aug 03, 20201 hr 8 minEp. 58

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 Orlik to the pod to discuss Tom’s new book China: The Bubble that Never Pops . Ell, James, and Tom discuss reasons to be optimistic about the future of the Chinese economy, and why it has avoided a major crisis in the decades following Reform and Opening Up. James and Elliott also cover a few other hot topics in the news recently, such as the prospect...

Jul 21, 20201 hr 13 minEp. 57

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, and Pinduoduo’s Q1 earnings, as well as what the possibility of Chinese companies delisting from US exchanges will mean for investors. 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. Watchlis...

Jun 19, 202057 minEp. 56

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, and also swap stories of the exciting and dynamic gray market in China that has built up around cryptocurrency mining and trading. James and Elliott also look into Pinduoduo’s 20-F and discuss the latest earnings reports from Tencent and JD. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be constr...

May 22, 20201 hr 15 minEp. 55
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