China Tech Investor
Un podcast de TechNode
84 Épisodes
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CTI 64: How Bytedance Built an 'Attention Factory,' with Matthew Brennan
Publié: 13/11/2020 -
CTI 63: Why the short sellers are targeting GSX, with Joe Ridsdale
Publié: 05/11/2020 -
CTI 62: Xiaomi’s resilience, with Bryan Ma
Publié: 17/10/2020 -
61: Ant Group is really big, and really confusing
Publié: 25/09/2020 -
60: Breaking down quarterly earnings from BABA, JD, and PDD
Publié: 01/09/2020 -
59: China’s cloud landscape, with Kevin Xu
Publié: 26/08/2020 -
58: Are China and India getting a tech divorce? With Dev Lewis
Publié: 03/08/2020 -
57: Tom Orlik on why the China bubble never seems to pop
Publié: 21/07/2020 -
56: Alibaba, Bilibili, and Pinduoduo earnings, plus what to expect if Chinese companies delist from the US
Publié: 19/06/2020 -
55: Tencent earnings, Pinduoduo’s 20-F, and digital currency in China with Wolfie Zhao
Publié: 22/05/2020 -
54: After Luckin, fraud will still be a problem. With Wei Sheng
Publié: 30/04/2020 -
53: How COVID-19 is a 'new retail' tipping point, with Michael Zakkour
Publié: 22/04/2020 -
52: Luckin - The writing was on the wall with Michael Norris
Publié: 07/04/2020 -
51: Tencent, JD, PDD earnings, and Jeffrey Towson discusses the battle royale for services.
Publié: 26/03/2020 -
50: The coronavirus sell-off, and earnings from Alibaba, Baidu, and iQiyi
Publié: 04/03/2020 -
49: Huawei, Google, and the “splinternet,” with Wei Sheng
Publié: 26/02/2020 -
48: The coronavirus ripple effect, with Marcus Ryder
Publié: 06/02/2020 -
47: Xiaomi, 5G, Bytedance, and other “incredible” predictions for 2020, with Wang Boyuan
Publié: 17/01/2020 -
46: 2019’s biggest winners and losers, and what to expect for 2020
Publié: 08/01/2020 -
45: Boom, bust, and competition: Electric vehicles in China, with Tu Le
Publié: 25/12/2019
The China Tech Investor podcast is a weekly show featuring Elliott Zaagman, writer and contributor to TechNode, and James Hull, a professional investor. Each week, the two look at their watchlist and talk about what's happening with listed Chinese tech companies