After Luckin touched off a short-selling bonanza, e-commerce and edtech are winning, but what about everyone else?
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, 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.
Elite boards that can overrule the board of directors are the latest fad in Chinese tech corporate governance.
Tech stocks are down following an epidemic. Luckin Coffee’s stock has suffered the most, as mask manufacturers’ share prices rise.
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.
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.
Business tools aren’t always sexy, but they’re one of the biggest stories shaping up in Chinese tech.