Wei Sheng joins to discuss a recent lawsuit filed against Luckin Coffee in China, and how regulators are cracking down on the company since their admission of fraud.
Search results
Posted inWith Chinese Characteristics
Alibaba, JD, Tencent, and WOW, LUCKIN COFFEE! with Michael Norris
Michael Norris from Agency China talks earnings. They go over the quarterly reports from Alibaba, JD, and Tencent, as well as Luckin Coffee’s very impressive report, which sent their stock soaring.
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 inHeavy Hitters
Alibaba, Bilibili, and Pinduoduo earnings, plus what to expect if Chinese companies delist from the US
Michael Norris fills in as cohost, discussing Alibaba, Bilibili, and Pinduoduo Q1 earnings, as well as risk of Chinese companies delisting from US .
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
Tencent earnings, Pinduoduo’s 20-F, and digital currency in China with Wolfie Zhao
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 […]
Posted inThe Numbers
How COVID-19 is a ‘new retail’ tipping point with Michael Zakkour
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 […]
Posted inThe Numbers
Tencent, JD, PDD earnings, and Jeffrey Towson discusses the battle royale for services.
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 […]
