After Luckin touched off a short-selling bonanza, e-commerce and edtech are winning, but what about everyone else?
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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 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 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.
Posted inWith Chinese Characteristics
China tech stocks bounce back after virus outbreak losses
Tech stocks are down following an epidemic. Luckin Coffee’s stock has suffered the most, as mask manufacturers’ share prices rise.
Posted inOn the Cusp
INSIGHTS | Founders behaving badly
After a week of personal scandals involving guys like Jiang Fan and Li Guoqing, we’ve been thinking about how common bad behavior is in tech.
Posted inThe Numbers
CHINA VOICES | Carnage for Chinese tech stocks
In translation from Ran Caijing, a look at how far China tech stocks plunged under the influence of the virus—and the few that rose.
Posted inViews
INSIGHTS | China’s shift to enterprise: a quiet evolution
Business tools aren’t always sexy, but they’re one of the biggest stories shaping up in Chinese tech.
