35: Why Xiaomi needs to face the music, with Tim Culpan (plus PDD, iQiyi, and Baidu earnings)

In this episode of the China Tech Investor Podcast powered by TechNode, the guys welcome back Bloomberg Opinion columnist Tim Culpan to discuss Xiaomi’s weak performance, the oversupply of ad inventory on the Chinese web, and general takeaways from Q2 earnings season. Elliott and James also go over the most recent earnings reports of Baidu, iQiyi, and Pinduoduo.

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

· com

· Pinduoduo

· Meituan-Dianping

Links

· Pinduoduo’s free cash flow conundrum

Guest

· Tim Culpan- @tculpan

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