China Tech Investor 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.
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This episode, the guys are joined by Kendra Schaefer, partner at Trivium China and head of the firm’s tech practice. They dig into the ever-evolving saga at Didi, whose decision to go through with a US IPO against Beijing’s wishes has brought about waves of regulatory wrath the ride-hailing and mobility giant. Kendra’s insights are helpful for investors, analysts, or anyone hoping to understand the new rules of the road for China’s tech firms.
Hosts may have interest in some of 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
Hosts:
Guest:
- Kendra Schaefer - @kendraschaefer
Editor:
Podcast information:
- iTunes
- Spotify
- RSS Feed
- Music: “Hey Ho” by Steve Jackson, Royalty Free Music