The Olympics may have been delayed, but we saw a gold medal dive from Luckin Coffee’s shares. Its fraud is a cautionary tale—but about what?
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Posted inWith Chinese Characteristics
CHINA VOICES | China reflects on Luckin: ‘Expert research’ and the 2VC model
Luckin’s impending implosion has led to a lot of soul-searching with many questioning the environment that allowed Luckin to thrive.
Posted inHeavy Hitters
China Tech Investor: Strong quarters for Bilibili, Pinduoduo, and Tencent, with Michael Norris
Michael Norris is back for his regular earnings check-in, as the guys go over the calls from Bilibili, Pinduoduo, and Tencent.
Posted inHeavy Hitters
China Tech Investor: How Bytedance Built an ‘Attention Factory,’ with Matthew Brennan
Elliott and James welcome Matthew Brennan to discuss his new book: Attention Factory: The Story of Tiktok and China’s Bytedance.
Posted inHeavy Hitters
China Tech Investor: Ant Group is really big, and really confusing
Elliott and James try to get their minds around the Ant Group IPO, and the business behind what is likely to be the biggest IPO in history.
Posted inHeavy Hitters
China Tech Investor: Xiaomi’s resilience, with Bryan Ma
Elliott and James welcome IDC’s VP of Device Research Bryan Ma to the show to discuss strong performance from Xiaomi in a tough year.
Posted inThe Numbers
Breaking down quarterly earnings from BABA, JD, and PDD
Elliott, James, and Michael Norris discuss quarterly earnings reports of Alibaba, JD, and Pinduoduo, and what investors can expect.
Posted inHeavy Hitters
China’s cloud landscape, with Kevin Xu
Kevin Xu joins the podcast to discuss China’s cloud computing services landscape, TSMC and intense competition in semiconductor development.
Posted inHeavy Hitters
Are China and India getting a tech divorce? With Dev Lewis
Elliott and James welcome Dev Lewis back to the podcast to discuss what a worsening relationship means for Chinese tech companies in India.
Posted inWith Chinese Characteristics
INSIGHTS | Can superboards save China tech from one-man rule?
Elite boards that can overrule the board of directors are the latest fad in Chinese tech corporate governance.
