Elliott, James, and Michael Norris discuss quarterly earnings reports of Alibaba, JD, and Pinduoduo, and what investors can expect.
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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
The Big Sell | China’s grocery delivery fever is cooling down
A new round of consolidation in China’s community grocery delivery market is wiping out all but the largest players.
Posted inHeavy Hitters
Short seller accuses Iqiyi of revenue fraud
Iqiyi, often called the Netflix of China, is another short seller target following beverage chain Luckin Coffee’s spectacular downfall.
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 inHeavy Hitters, On the Cusp
Nio stocks rebound as Q1 deliveries beat forecasts
The Q1 performance of Nio was a big relief for investors and eased concerns over fallout from the recent Luckin scandal.
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 inThe Numbers
Tencent earnings, Pinduoduo’s 20-F, and digital currency in China with Wolfie Zhao
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 inHeavy Hitters
Chinese users can now order Starbucks coffee on Taobao
The new service expands on previous partnerships between Starbucks and Alibaba, including voice ordering on virtual assistant Tmall Genie
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.
