China Tech Investor

In this episode of the China Tech Investor Podcast powered by TechNode, the guys go deep into new retail. In addition to discussing the latest quarterly earnings from Alibaba and JD, James and Elliott chat with Michael Zakkour, VP of Asia Strategy for Thompkins International. Michael fills us in on the phenomenon of “new retail,” why it is so much more than just a buzz word, and how it is changing business and life in China and around the world. 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. UPDATE: Alibaba’s USD 2 billion acquisition of NetEase’s cross-border e-commerce site is off, reports say Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Guest Michael Zakkour Hosts: Elliott Zaagman– @elliottzaagman James Hull– @jameshullx Editor Peter Isachenko Podcast information: iTunes Spotify RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music

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 year, and attempt to determine where credit or blame should be given for each stock’s performance.  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 China Consumer Index slides here. Watchlist: · Tencent · Alibaba · Baidu · iQiyi · Xiaomi · JD.com · Pinduoduo · Meituan-Dianping Hosts: · Elliott Zaagman – @elliottzaagman · James Hull – @jameshullx Editor · Peter Isachenko Podcast information: · iTunes · Spotify · RSS Feed · Music: “Hey Ho” by Steve Jackson, Royalty Free Music

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. After the interview with Erica, James and Elliott look at Bilibili’s financials. Bilibili's gamified user ladder The China Tech Investor podcast is powered by Technode. 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. CTI watchlist Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Guest Erica Shen (Linkedin) Hosts: Elliott Zaagman (@elliottzaagman) James Hull (@jameshullx, Hullx.com) Editor Peter Isachenko Podcast links iTunes Overcast Spotify RSS Feed Music “Hey Ho” by Steve Jackson, Royalty Free Music

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 US and Chinese firms stack up in various dimensions of data. He also shares his findings on the battle for AI engineers, and how each country’s AI future may rely on Chinese talent, on both sides of the Pacific. Also, be sure to check out Matt’s upcoming book: The Transpacific Experiment: How China and California Collaborate and Compete for Our Future, out August 13th. 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. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Guests: Matt Sheehan - @mattsheehan88 Hosts: Elliott Zaagman – @elliottzaagman James Hull – @jameshullx Editor Peter Isachenko Podcast information: iTunes Spotify RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music

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 discussion also covers the recent Baoshang bank takeover, the rise in interbank yield spreads, and more. The China Tech Investor podcast is powered by Technode. 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. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Guests: Andrew Polk — Trivium China Hosts: Elliott Zaagman – @elliottzaagman James Hull – @jameshullx Editor Peter Isachenko Podcast information: iTunes Spotify RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music

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 US and Chinese tech firms as they compete in India’s rapidly developing digital ecosystem. In this podcast, the guys talk about what makes India unique as a market, and the homegrown businesses, trends, and government policies that are impacting the way that foreign firms, including Chinese tech firms on our watchlist, approach doing business in what will soon be the world’s most populous nation. 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. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Guests: Dev Lewis - @Devlewis18 Hosts: Elliott Zaagman – @elliottzaagman James Hull – @jameshullx Editor Peter Isachenko Podcast information: iTunes Spotify RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music

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 charts). The China Tech Investor podcast is powered by Technode. 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. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Hosts: · Elliott Zaagman – @elliottzaagman · James Hull – @jameshullx, longhedge blog Editor Peter Isachenko Podcast information: · iTunes · Spotify · RSS Feed · Music: “Hey Ho” by Steve Jackson, Royalty Free Music

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 firms listing in the US to undergo American auditing standards. 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. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Hosts: Elliott Zaagman – @elliottzaagman James Hull – @jameshullx Editor Peter Isachenko Podcast information: iTunes Spotify RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music

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 been a disappointing string of events for the company known best for its popular search engine. For Pinduoduo, marketing expenses keep increasing, but are those investments paying off for the company? 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. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Hosts: Elliott Zaagman – @elliottzaagman James Hull – @jameshullx Podcast information: iTunes Spotify RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music

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 and the intersection of geopolitics and technology in Asia. What better to discuss with him than the “elephant in the room:” US Commerce Department adding Huawei to the Entities List? The discussion around Huawei covers whether Huawei can survive being on the Entities List, Huawei’s consumer devices versus networking equipment, CFIUS, which companies are impacted, which companies could benefit the most, Google & Android OS, and features live Q&A from the audience. The China Tech Investor podcast is powered by Technode. Note: the hosts and guest do not claim ownership of the truth in the matters discussed. This was recorded before the President Trump tweet that suggested Huawei is on the table in the trade deal negotiations. 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. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Guests: Paul Mozur – The New York Times Hosts: Elliott Zaagman – @elliottzaagman James Hull – @jameshullx Editor Peter Isachenko Podcast information: iTunes Spotify RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music