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.
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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 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 inHeavy Hitters
China tech in Africa: flip phones to fintech
China tech in Africa is still going global, chasing new growth and backing African startups focused on financial inclusion.
Posted inThe Numbers
CHINA VOICES | Carnage for Chinese tech stocks
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.
