Michael, and the hosts, have been bearish on Luckin for quite some time.
Michael Norris is back for his regular earnings check-in, as the guys go over the calls from Bilibili, Pinduoduo, and Tencent.
Elliott and James welcome Matthew Brennan to discuss his new book: Attention Factory: The Story of Tiktok and China’s Bytedance.
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.
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.
Elliott, James, and Michael Norris discuss quarterly earnings reports of Alibaba, JD, and Pinduoduo, and what investors can expect.
Kevin Xu joins the podcast to discuss China’s cloud computing services landscape, TSMC and intense competition in semiconductor development.
Elliott and James welcome Dev Lewis back to the podcast to discuss what a worsening relationship means for Chinese tech companies in India.
Michael Norris fills in as cohost, discussing Alibaba, Bilibili, and Pinduoduo Q1 earnings, as well as risk of Chinese companies delisting from US .
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 […]