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.
Subsidies play a key role in the coffee company’s plan to seize the Chinese market.
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 .
China fined five community group-buy platforms for price dumping, the “she economy” is on the rise as modern Chinese women power growth.
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.
With tech giants moving aggressively into new retail, the coffee market is reaching its boiling point.
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 […]
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.