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
24: SoftBank's Vision Fund and peak tech with Shai Oster
In this episode, recorded May 9th, 2019 hosts Elliott Zaagman and James Hull are joined by Shai Oster, Asia Bureau Chief of The Information, to discuss SoftBank, the potential Vision Fund IPO and wh…
23: Is Luckin Coffee a real business?
In this episode of the China Tech Investor Podcast powered by TechNode, our hosts welcome back Technode contributor Michael Norris to discuss the IPO of Luckin Coffee.
Luckin is hardly free of contr…
22: Livestreaming fashion and the dangers of stock-picking with Jordan Schneider
It’s crossover episode time! Ell and James sit down with Jordan Schneider from the China Econtalk Podcast to discuss livestreaming fashion in China, Facebook vs Wechat, and the risks of stock-picking…
21: Why UXIN’s stock is a lemon with Anne Stevenson-Yang of J Capital Research
In this episode of the China Tech Investor Podcast powered by TechNode, our hosts talk with the one and only Anne Stevenson-Yang, co-founder and research director at J Capital Research. Anne and her …
20: Xiaomi's Q4 earnings and China's new tech board with Jacky Wong
In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull talk about Xiaomi’s Q4 earnings report, as the company is selling more smart phones but e…
19: Tencent’s earnings and growing in mature market with Michael Norris (part 2/2)
In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull talk about Tencent’s Q4 earnings report, as the company attempts to prepare investors f…
18: Growing in a mature market with Michael Norris (part 1/2)
In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss live streaming, Pinduoduo’s results and cash flow conundrum and Meituan’s 2018 per…
17: JD's strong earnings and Alibaba vs Tencent with Tim Culpan
In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss JD’s surprisingly positive earnings report, and invite Bloomberg’s Tim Culpan on t…
16: Bytedance's Shanghai IPO, Meituan Dianping added to the watch list
In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss ByteDance allegedly asked to IPO on Shanghai’s tech board, gaming regulations (ag…
15: Tencent buys part of Reddit and common reporting standards
In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull talk about Tencent’s investment in Reddit and the potential for China’s adoption of common…
14: Alibaba’s earnings and Chinese e-commerce in southeast Asia with Bernard Leong”
In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull welcome Analyze Asia’s Bernard Leong on the show to talk about Chinese e-commerce firms, a…
13: Davos, Vancouver real estate, and entrepreneurship in China with Shlomo Freund
Elliott Zaagman and James Hull discuss Vancouver real estate, Wang Qishan in Davos, make a prediction about Baidu and discuss other updates on the watchlist.
Shlomo Freund, the host of the China Busi…
12: Huawei’s dilemma and the shrinking smartphone pie
In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss the statements of Huawei founder and figurehead Ren Zhengfei, as his company becom…
11: Obnoxiously addictive short video apps with Masha Borak
Elliott Zaagman and James Hull discuss Xiaomi’s stock slump, problems in the smartphone market, and the wave of layoffs in China tech.
They are also joined by Masha Borak. She recently spent a week i…
10: The tech cold war with Paul Triolo
In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull take a look back at some of the big events of 2018 and make some predictions about 2019, i…
09: Tech transfer concessions
In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss Bytedance accusing Elliott's Chinese publisher of “malicious slander.” James and E…
08: Relocating a factory from China, what to know
Elliott Zaagman and James Hull discuss the upcoming China Economic Work Committee, central banks, Smartisan, Samsung factory closing, Baidu’s RMB 1B investment in mini-programs, and Xiaomi’s pivot ba…
07: The Tencent Music IPO drama
In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss Huawei, the SEC, the Tencent Music arbitration, Alibaba Pictures, Video Games Ethi…
06: Trade agreements and communist party committees with Christopher Balding
Elliott and James discuss the G20, party committees, and look at the cash burn (negative free cash flow) at four watchlist companies.
They are joined by Fulbright University professor and Bloomberg O…
05: JD and Xiaomi’s earnings & adding Pinduoduo with Xue Yujie
In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss the good, the bad, and the ugly from the series of Q3 earnings reports published l…