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 companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

Can’t see the player? Check us out on iTunes or Spotify!

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 controversy. From a CMO who spent time in prison to a rapid expansion financed by an equally rapid cash burn, there are a lot of reasons for skepticism. However, their upside is still bound to draw the attention from investors who don’t want to miss out on what could very well be Starbucks’ most formidable competitor in China.

Read Michael’s previous work on Luckin:

Why it’s time to wake up and smell the coffee on Luckin

From jail to java: How Luckin’s CMO is hacking China’s coffee market

Luckin may not last, but its model will

As well as TechNode Editor-in-Chief’s analysis of their IPO:

Is Luckin’s rushed IPO a path to sustainability or a pig in a poke?

At the beginning of the episode, James and Ell briefly discuss UXIN’s response to the damning accusations levied against them by Anne Stevenson-Yang and J Capital Research. Anne discussed her report on episode 22 of the podcast, and also issued a rebuttal to UXIN’s response. Listeners can read, and decide for themselves

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.


  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • Pinduoduo
  • Meituan-Dianping



Podcast information:

John Artman, outgoing EIC of TechNode

John Artman

John Artman is the Editor in Chief for TechNode, the leading English information source for news and insight into China’s tech and startups, and co-host of the China Tech Talk podcast, a regular discussion...

Leave a comment

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.