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 earnings episode, the guys welcome back Michael Norris to discuss the September 2021 quarter results for Baidu, Tencent and Alibaba. They also answer some listener questions towards the end. Which company will benefit most from opening walled gardens?
Hosts may have interest in the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.
Watchlist:
- Tencent
- Alibaba
- Baidu
- Bilibili
- Xiaomi
- JD
- Pinduoduo
- Meituan-Dianping
- Kuaishou
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