In this episode, the guys are joined by regular guest Michael Norris to review some Q2 earnings highlights of Kuaishou, Tencent, and Xiaomi.
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Posted inHeavy Hitters
China Tech Investor: From Alibaba & Ant to Xiaomi: Looking back at 2020, forward to 2021
James and Elliott review the winners and losers of 2020, what they got right and what they got wrong, as well as the lessons they learned.
Posted inHeavy Hitters
China Tech Investor: Baidu, Tencent and Alibaba earnings with Michael Norris
In this earnings episode, the guys welcome back Michael Norris to discuss September quarter earnings for Baidu, Tencent, and Alibaba. They also answer some listener questions towards the end about which company will benefit the most from opening walled gardens as China ramps up antitrust regulations.
Posted inWith Chinese Characteristics
China Tech Investor: China’s data regulations foster both security and development? With Tom Nunlist
In this episode, the guys are joined by Trivium China’s Tom Nunlist to discuss China’s evolving data regulation.
Posted inHeavy Hitters
China Tech Investor: Evergrande: How we got here, and what it means, with Ming Zhao
In this episode, the guys are joined by tech founder and fintwit thread-weaver Ming Zhao, as they discuss the broader context of Evergrande’s growth and collapse.
Posted inHeavy Hitters
China Tech Investor: Will online gaming remain a pillar of China’s digital economy?
In this episode, the guys are joined SCMP’s Josh Ye to discuss China’s gaming industry. They go over recent regulations, misconceptions, among others.
Posted inHeavy Hitters
China Tech Investor: Breaking down China’s tech regulation (thus far), with John Artman
In this episode, the guys are joined for the second time by John Artman, tech editor at the South China Morning Post.
Posted inThe Numbers
China Tech Investor: Baidu, Tencent, and JD earnings, with Michael Norris
In this episode, James, Elliott, and Michael Norris discuss the quarterly earnings of Baidu, Tencent, and JD, while also answering questions from listeners.
Posted inTurf Wars
China Tech Investor: MissFresh and Dingdong Maicai, with Emma Lee
In this episode the guys welcome Emma Lee back to discuss MissFresh and Dingdong Maicai. Key topics include what grocery e-commerce is, who the players in the space are, how they are different, and more.
Posted inHeavy Hitters
China Tech Investor: Didi’s evolving saga and Beijing’s regulatory ambitions, with Kendra Schaefer
In this episode, the guys are joined by Kendra Schaefer, partner at Trivium China. They dig into the ever-evolving saga at Didi, whose decision to go through with a US IPO against Beijing’s wishes has landed it in hot water.
