Information asymmetries between tech-focused Chinese companies and US investors makes it easy for dishonest managers to lie to investors.
After Luckin Coffee’s spectacular admission of fraud, more Chinese companies are finding themselves in the crosshairs of regulators and short sellers.
After Luckin touched off a short-selling bonanza, e-commerce and edtech are winning, but what about everyone else?
Coffee unicorn’s US listing is a good time to check your FOMO and dig into the numbers
Iqiyi is no Luckin. While the company has problems, a short report from Wolfpack Research accusing it of overstating users and revenue is not convincing.
Elliott and James welcome Joe Ridsdale, CEO of West Street Capital Partners to discuss firm’s short position on Chinese ed-tech company GSX.
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.
Economist Tom Orlik discusses his new book, reasons to be optimistic about the Chinese economy, and why it has avoided a major crisis.
Covid-19 hit the VC market while it was down. But there’s one bright spot for startups—new rules on mainland exchanges are powering a wave of domestic IPOs.