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.
Watchlist:
- Tencent
- Alibaba
- Baidu
- iQiyi
- Xiaomi
- JD
- Pinduoduo
- Meituan-Dianping
- Luckin Coffee
Links:
Bilibili and the niche vs mass market dilemma- Pingwest
Hosts:
Editor
Podcast information:
China Tech Investor