Elliott and James welcome Matthew Brennan to discuss his new book: Attention Factory: The Story of Tiktok and China’s Bytedance.
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Posted inHeavy Hitters
China Tech Investor: Ant Group is really big, and really confusing
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.
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 inTurf Wars
Proxy war? Alibaba, Tencent draw lines across Southeast Asian unicorn scene
China’s domestic tech proxy war has spilt over into Southeast Asia and India. Here’s what it looks like.
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
Are China and India getting a tech divorce? With Dev Lewis
Elliott and James welcome Dev Lewis back to the podcast to discuss what a worsening relationship means for Chinese tech companies in India.
Posted inWith Chinese Characteristics
China tech stocks bounce back after virus outbreak losses
Tech stocks are down following an epidemic. Luckin Coffee’s stock has suffered the most, as mask manufacturers’ share prices rise.
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 inTurf Wars
Tesla’s apprentice: Is Tesla bullying its own biggest fan?
Tesla once nurtured competitors like Xpeng, but now it’s accusing the Chinese EV maker of theft through a lawsuit against a former Tesla engineer.
