06: Trade agreements and communist party committees with Christopher Balding

In the 6th episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss the G20, how Trump likes his steak, party committees, and look at the cash burn (negative free cash flow) at four watchlist companies. Here’s the cash burn spreadsheet.

They are also joined by Fulbright University professor and Bloomberg Opinion columnist Christopher Balding to discuss the Trump-Xi G20 meeting and party committees in Chinese companies.

The discussion should not be construed as investment advice or a solicitation of services. Please note, the hosts may have positions in the companies discussed. Full disclosure: James is currently considering a long position in JD.com.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo

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