Last week, the state market regulator fined Luckin and the companies that assisted its sales fraud. New Chinese brands are attracting investor attention.
After Luckin touched off a short-selling bonanza, e-commerce and edtech are winning, but what about everyone else?
China launches an anti-trust probe into Alibaba and summon executives from Ant Group, Luckin continued to grow in 2020, investment into edtech surged.
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.
Michael Norris fills in as cohost, discussing Alibaba, Bilibili, and Pinduoduo Q1 earnings, as well as risk of Chinese companies delisting from US .
The dual IPOs for fintech giant Ant Group are likely to be the biggest of the year, and Shanghai’s fledgling STAR Market could see a major boost.
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 […]
Michael Norris comes on to discuss the dramatic market correction as well as recent earnings