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.
Search results
Posted inUp and Comers
Coffee startup Luckin to extend discount drive despite losses
Subsidies play a key role in the coffee company’s plan to seize the Chinese market.
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
China’s cloud landscape, with Kevin Xu
Kevin Xu joins the podcast to discuss China’s cloud computing services landscape, TSMC and intense competition in semiconductor development.
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
Community group-buy firms fined, women boost consumption: Retailheads
China fined five community group-buy platforms for price dumping, the “she economy” is on the rise as modern Chinese women power growth.
Posted inHeavy Hitters
Ant Group may sell more shares in Shanghai than Hong Kong in IPO: report
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.
Posted inTurf Wars
China’s coffee war moves up a notch as Luckin and Tencent ink strategic agreement
With tech giants moving aggressively into new retail, the coffee market is reaching its boiling point.
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 […]
Posted inTurf Wars
Luckin says Alibaba deal doesn’t make Starbucks new retail
Guo Jinyi, co-founder and senior vice president at Luckin, responded to the Alibaba-Starbucks deal by saying that traditional retail, even with the increased takeaway and mobile payments, is not necessarily new retail since the fundamental business model had not changed.
