China Tech Investor
The China Tech Investor podcast is a weekly show featuring Elliott Zaagman, writer and contributor to TechNode, and James Hull, a professional investor.
Each week, the two look at their watchlist and talk about what's happening with listed Chinese tech companies
- Update frequency
- every 13 days
- Average duration
- 62 minutes
- Episodes
- 84
- Years Active
- 2018 - 2021
CTI 64: How Bytedance Built an 'Attention Factory,' with Matthew Brennan
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 comp…
CTI 63: Why the short sellers are targeting GSX, with Joe Ridsdale
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 comp…
CTI 62: Xiaomi’s resilience, with Bryan Ma
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 comp…
61: Ant Group is really big, and really confusing
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 comp…
60: Breaking down quarterly earnings from BABA, JD, and PDD
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 comp…
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 comp…
58: Are China and India getting a tech divorce? With Dev Lewis
Elliott and James welcome Digital Asia Hub fellow Dev Lewis back to the podcast to discuss what a worsening diplomatic relationship between China and India means for Chinese tech companies in India, …
57: Tom Orlik on why the China bubble never seems to pop
After taking some time to welcome his newborn son, James returns to his co-hosting duties, as he and Elliott welcome Bloomberg Chief Economist Tom Orlik to the pod to discuss Tom’s new book China: Th…
56: Alibaba, Bilibili, and Pinduoduo earnings, plus what to expect if Chinese companies delist from the US
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…
55: Tencent earnings, Pinduoduo’s 20-F, and digital currency in China with Wolfie Zhao
This week, the guys welcome Coindesk Asia Editor Wolfie Zhao to the pod to discuss the latest progress in China’s development of a digital currency, and also swap stories of the exciting and dynamic …
54: After Luckin, fraud will still be a problem. With Wei Sheng
An episode full of salacious scandals and controversy! In this episode, the guys welcome back Technode’s own Wei Sheng to discuss a recent lawsuit filed against Luckin Coffee in China, and how regula…
53: How COVID-19 is a 'new retail' tipping point, with Michael Zakkour
In this episode, the guys welcome back Michael Zakkour, Founder and Chief Strategist of 5 New Digital. They discuss how the demands of the COVID-19 pandemic have spurred a leap forward in ecommerce a…
52: Luckin - The writing was on the wall with Michael Norris
In this episode, the guys bring on CTI regular Michael Norris to discuss Luckin Coffee’s recent admission of fraud. Michael was an early skeptic of Luckin, identifying potential red flags around the …
51: Tencent, JD, PDD earnings, and Jeffrey Towson discusses the battle royale for services.
In this episode, the guys welcome professor Jeffrey Towson to discuss the ongoing battle over the digital services sector in China, as Alibaba, Meituan, Baidu, and others fight on a rapidly-changing …
50: The coronavirus sell-off, and earnings from Alibaba, Baidu, and iQiyi
In this episode, the guys welcome back guest co-host Michael Norris from Agency China. The three of them discuss markets’ sudden and dramatic correction and strategies for coping with such dramatical…
49: Huawei, Google, and the “splinternet,” with Wei Sheng
In this episode, the guys welcome Technode’s Wei Sheng to discuss the continued US-China tech decoupling, and how Huawei is attempting to succeed in Europe without access to Google Play services. Jam…
48: The coronavirus ripple effect, with Marcus Ryder
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 comp…
47: Xiaomi, 5G, Bytedance, and other “incredible” predictions for 2020, with Wang Boyuan
In this episode, the guys welcome veteran China tech journalist Wang Boyuan to the show. They make some bold and not-so-bold predictions for China’s digital economy in 2020, including what we can exp…
46: 2019’s biggest winners and losers, and what to expect for 2020
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 comp…
45: Boom, bust, and competition: Electric vehicles in China, with Tu Le
In this episode, the guys welcome Tu Le, Managing Director of Sino Auto Insights, to discuss China’s dynamic electric vehicle and automotive industry. Tu explains how an investment bubble and generou…