Information asymmetries between tech-focused Chinese companies and US investors makes it easy for dishonest managers to lie to investors.
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Posted inThe Numbers
US-listed Chinese firms are on thin ice
After Luckin Coffee’s spectacular admission of fraud, more Chinese companies are finding themselves in the crosshairs of regulators and short sellers.
Posted inThe Numbers
After short-selling spree, what’s next for Chinese tech stocks?
After Luckin touched off a short-selling bonanza, e-commerce and edtech are winning, but what about everyone else?
Posted inViews
INSIGHTS: Is Luckin’s rushed IPO a path to sustainability or a pig in a poke?
Coffee unicorn’s US listing is a good time to check your FOMO and dig into the numbers
Posted inThe Numbers
INSIGHTS | Short seller huffs and puffs, but it doesn’t blow Iqiyi down
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.
Posted inThe Numbers
China Tech Investor: Why the short sellers are targeting GSX, with Joe Ridsdale
Elliott and James welcome Joe Ridsdale, CEO of West Street Capital Partners to discuss firm’s short position on Chinese ed-tech company GSX.
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 inWith Chinese Characteristics
Tom Orlik on why the China bubble never seems to pop
Economist Tom Orlik discusses his new book, reasons to be optimistic about the Chinese economy, and why it has avoided a major crisis.
Posted inThe Numbers
VC roundup: China’s little funding ice age
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.
