China Tech Investor 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.
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Elliott and James welcome Kevin Xu to the podcast this week. Kevin is the author of Interconnected, a bilingual newsletter on tech, business, geopolitics, and US-China relations. The three guys discuss China’s cloud services landscape and its competitive dynamics. They also discuss TSMC and the intense competition in semiconductor development.
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
Hosts:
Guest:
- Kevin Xu - @kevinsxu
Editor
Podcast information:
- iTunes
- Spotify
- RSS Feed
- Music: “Hey Ho” by Steve Jackson, Royalty Free Music