China Tech Investor

China Tech Investor

anchor.fm/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


33: 2019 year-to-date for China’s tech stocks: Meituan surges, Baidu slumps, and more
Aug 16 • 53 min
In this episode of the China Tech Investor Podcast powered by TechNode, James and Elliott take a step back and look at the broader trends of 2019 thus far. They also take a look at how each of the stocks on their watch list have performed thus far this…
32: What’s special about Bilibili?
Aug 9 • 51 min
In this episode, recorded August 2nd, 2019 hosts Elliott Zaagman and James Hull look at Bilibili (Nasdaq: BILI). They discuss what Bilibili does, who runs it and are joined by a Bilibili user, Erica Shen, who shares her views as a user of the platform.…
31: AI competitiveness: How Chinese and US firms stack up
Jul 30 • 77 min
In this episode of the China Tech Investor Podcast powered by TechNode, James and Elliott chat with Matt Sheehan, Fellow at Macro Polo, the in-house think tank of the Paulson Institute. Matt discusses some of his recent research, in which he analyses how…
30: A peek inside China’s banking industry with Trivium China’s Andrew Polk
Jul 4 • 78 min
In this episode, recorded June 27th, 2019 hosts Elliott Zaagman and James Hull are joined by Andrew Polk, Trivium China Partner and Head of Econ. They discuss developments and events in China’s banking system and how they may impact investors. The…
29: India’s tech landscape, with Dev Lewis
Jun 23 • 68 min
In this episode of the China Tech Investor Podcast powered by TechNode, James and Elliott chat with Dev Lewis, Research Associate at Digital Asia Hub and Yanqing Scholar at Peking University. Dev has written and focused extensively on the intersection of…
28: Earnings dive — 1Q 2019 iQiyi and Tencent
Jun 21 • 69 min
In this episode, recorded June 14th, 2019 hosts Elliott Zaagman and James Hull discuss recent events in Hong Kong, proposed US legislation upping pressure on Hong Kong, and get into iQiyi and Tencent’s 1Q 2019 earnings (see James’ blog for corresponding…
27: Alibaba’s earnings and is this the end of the “China Hustle?”
Jun 11 • 50 min
In this episode of the China Tech Investor Podcast powered by TechNode, James and Elliott dig into the quarterly earnings of Alibaba. They also discuss the trade war’s latest impact on markets, and the proposed legislation which would require Chinese…
26: Baidu’s unprofitable quarter and Pinduoduo keeps burning money
Jun 5 • 61 min
In this episode of the China Tech Investor Podcast powered by TechNode, James and Elliott discuss the quarterly earnings reports of Baidu and Pinduoduo. For the quarter since their IPO in 2005, Baidu failed to report a profit, in the latest in what has…
25: Live from Emerge—Huawei on the US Entities list with Paul Mozur
May 29 • 41 min
In this special *live* episode, recorded May 23rd, 2019 at Technode’s inaugural Emerge event, hosts Elliott Zaagman and James Hull are joined by Paul Mozur, a technology reporter with the New York Times who covers tech companies, cybersecurity, censorship…
24: SoftBank’s Vision Fund and peak tech with Shai Oster
May 15 • 55 min
In this episode, recorded May 9th, 2019 hosts Elliott Zaagman and James Hull are joined by Shai Oster, Asia Bureau Chief of The Information, to discuss SoftBank, the potential Vision Fund IPO and what may be the top of the tech-infused market cycle. The…
23: Is Luckin Coffee a real business?
May 5 • 72 min
In this episode of the China Tech Investor Podcast powered by TechNode, our hosts welcome back Technode contributor Michael Norris to discuss the IPO of Luckin Coffee. Luckin is hardly free of controversy. From a CMO who spent time in prison to a rapid…
22: Livestreaming fashion and the dangers of stock-picking with Jordan Schneider
Apr 28 • 58 min
It’s crossover episode time! Ell and James sit down with Jordan Schneider from the China Econtalk Podcast to discuss livestreaming fashion in China, Facebook vs Wechat, and the risks of stock-picking. Please note, the hosts may have interest in some of…
21: Why UXIN’s stock is a lemon with Anne Stevenson-Yang of J Capital Research
Apr 23 • 60 min
In this episode of the China Tech Investor Podcast powered by TechNode, our hosts talk with the one and only Anne Stevenson-Yang, co-founder and research director at J Capital Research. Anne and her team at J Cap recently made headlines when they released…
20: Xiaomi’s Q4 earnings and China’s new tech board with Jacky Wong
Apr 17 • 77 min
In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull talk about Xiaomi’s Q4 earnings report, as the company is selling more smart phones but experienced a jump in inventories at year end and more.…
19: Tencent’s earnings and growing in mature market with Michael Norris (part 2/2)
Apr 7 • 52 min
In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull talk about Tencent’s Q4 earnings report, as the company attempts to prepare investors for their shifting business model. This episode also…
18: Growing in a mature market with Michael Norris (part 1/2)
Mar 24 • 69 min
In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss live streaming, Pinduoduo’s results and cash flow conundrum and Meituan’s 2018 performance. Michael Norris joins to share his insights on…
17: JD’s strong earnings and Alibaba vs Tencent with Tim Culpan
Mar 7 • 71 min
In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss JD’s surprisingly positive earnings report, and invite Bloomberg’s Tim Culpan on to discuss Alibaba and Tencent’s power struggle at the…
16: Bytedance’s Shanghai IPO, Meituan Dianping added to the watch list
Feb 26 • 70 min
In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss ByteDance allegedly asked to IPO on Shanghai’s tech board, gaming regulations (again!), Blackrock upping its stake in JD and Baidu &…
15: Tencent buys part of Reddit and common reporting standards
Feb 16 • 70 min
In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull talk about Tencent’s investment in Reddit and the potential for China’s adoption of common reporting standards to pay the way for more open…
14: Alibaba’s earnings and Chinese e-commerce in southeast Asia with Bernard Leong”
Feb 2 • 79 min
In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull welcome Analyze Asia’s Bernard Leong on the show to talk about Chinese e-commerce firms, and their proxy wars as they fight over the southeast…
13: Davos, Vancouver real estate, and entrepreneurship in China with Shlomo Freund
Jan 26 • 68 min
Elliott Zaagman and James Hull discuss Vancouver real estate, Wang Qishan in Davos, make a prediction about Baidu and discuss other updates on the watchlist. Shlomo Freund, the host of the China Business Cast, who has spent 15 years as a cross-border…
12: Huawei’s dilemma and the shrinking smartphone pie
Jan 17 • 58 min
In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss the statements of Huawei founder and figurehead Ren Zhengfei, as his company becomes embroiled in controversy. The guys also cover the…
11: Obnoxiously addictive short video apps with Masha Borak
Jan 13 • 75 min
Elliott Zaagman and James Hull discuss Xiaomi’s stock slump, problems in the smartphone market, and the wave of layoffs in China tech. They are also joined by Masha Borak. She recently spent a week immersed in content on 19 different Chinese short video…
10: The tech cold war with Paul Triolo
Jan 2 • 72 min
In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull take a look back at some of the big events of 2018 and make some predictions about 2019, including the much-rumored Ant Financial IPO. They are…
09: Tech transfer concessions
Dec 28, 2018 • 57 min
In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss Bytedance accusing Elliott’s Chinese publisher of “malicious slander.” James and Elliott also dig into proposed reforms around tech…
08: Relocating a factory from China, what to know
Dec 19, 2018 • 69 min
Elliott Zaagman and James Hull discuss the upcoming China Economic Work Committee, central banks, Smartisan, Samsung factory closing, Baidu’s RMB 1B investment in mini-programs, and Xiaomi’s pivot back to China. They also get into the gritty on relocating…
07: The Tencent Music IPO drama
Dec 12, 2018 • 56 min
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…
06: Trade agreements and communist party committees with Christopher Balding
Dec 5, 2018 • 75 min
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…
05: JD and Xiaomi’s earnings & adding Pinduoduo with Xue Yujie
Nov 28, 2018 • 65 min
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…
04: Caixin Summit & Tencent’s strategic upgrade with Matt Brennan
Nov 22, 2018 • 52 min
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…
03: Bytedance - The most valued unicorn in the world with Jon Russell
Nov 14, 2018 • 67 min
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…
02: Adding JD to the watchlist with Rui Ma
Nov 6, 2018 • 55 min
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…
01: Welcome to the China Tech Investor podcast
Oct 30, 2018 • 53 min
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…