China Tech Investor

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 miss anything. Check out our lineup of China tech podcasts.
This episode, the guys are joined by Trivium China’s Tom Nunlist to discuss China’s evolving data regulation. They go over the three pieces of legislation that are shaping the country’s broad policy towards data, and how it diverges from the frameworks in the US and Europe, and how China’s assertive approach to such policy may impact the future of data protection standards globally.
Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.
Watchlist:
Tencent
Alibaba
Baidu
Bilibili
Xiaomi
JD
Pinduoduo
Meituan-Dianping
Kuaishou
Hosts:
Elliott Zaagman– @elliottzaagman
James Hull– @jameshullx
 
Guest:              
Tom Nunlist - @freefader
 
Editor:
Peter Isachenko - https://Peteris.cargo.site/
Podcast information:
iTunes
Spotify
RSS Feed
Music: “Hey Ho” by Steve Jackson, Royalty Free Music

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 miss anything. Check out our lineup of China tech podcasts.
In this earnings episode, the guys welcome back Michael Norris to discuss the September 2021 quarter results for Baidu, Tencent and Alibaba. They also answer some listener questions towards the end. Which company will benefit most from opening walled gardens?
Hosts may have interest in the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.
Watchlist:
Tencent
Alibaba
Baidu
Bilibili
Xiaomi
JD
Pinduoduo
Meituan-Dianping
Kuaishou
Hosts:
Elliott Zaagman– @elliottzaagman
James Hull– @jameshullx
Guest:              
Michael Norris - @briefnorris
Editor:
Peter Isachenko
Podcast information:
iTunes
Spotify
RSS Feed
Music: “Hey Ho” by Steve Jackson, Royalty Free Music

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 miss anything. Check out our lineup of China tech podcasts.
This episode, the guys are joined South China Morning Post’s Josh Ye to discuss China’s gaming industry. They go over recent regulations, misconceptions, and whether Chinese gaming firms have a leg up in the future of the “metaverse.” James and Ell also briefly discuss Luckin Coffee, Evergrande, and antitrust regulation.
To read more of Josh’s work on gaming in China and much more, check out the Pro Edition of SCMP’s 2021 China Internet Report.
Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.
Watchlist:
Tencent
Alibaba
Baidu
Bilibili
Xiaomi
JD
Pinduoduo
Meituan-Dianping
Kuaishou
Hosts:
Elliott Zaagman– @elliottzaagman
James Hull– @jameshullx
Guest:              
Josh Ye - @TheRealJoshYe
Editor:
Peter Isachenko
Podcast information:
iTunes
Spotify
RSS Feed
Music: “Hey Ho” by Steve Jackson, Royalty Free Music

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 miss anything. Check out our lineup of China tech podcasts.
This episode, the guys are joined by tech founder and fintwit thread-weaver Ming Zhao. They discuss the broader context of Evergrande’s growth and collapse, and what this means for the broader Chinese economy. Topics include China’s balance-sheet expansion, off-balance-sheet lending, and past instances of heavy leverage and collapse for Chinese firms.
Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.
Watchlist:
Tencent
Alibaba
Baidu
Bilibili
Xiaomi
JD
Pinduoduo
Meituan-Dianping
Kuaishou
Hosts:
Elliott Zaagman– @elliottzaagman
James Hull– @jameshullx
Guest:              
Ming Zhao - @fabiusmercurius
Editor:
Peter Isachenko
Podcast information:
iTunes
Spotify
RSS Feed
Music: “Hey Ho” by Steve Jackson, Royalty Free Music

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 miss anything. Check out our lineup of China tech podcasts.
This episode, the guys are joined for the second time by John Artman, tech editor for South China Morning Post. They go over some of SCMP’s recently-released 4th annual China Internet Report, and break down the four areas of China tech regulation it identifies: anti-trust, fintech, data, and cryptocurrency. They also go over the controls over IPOs, and what that means for overseas investors.
Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.
Watchlist:
Tencent
Alibaba
Baidu
Bilibili
Xiaomi
JD
Pinduoduo
Meituan-Dianping
Kuaishou
Hosts:
Elliott Zaagman– @elliottzaagman
James Hull– @jameshullx
Guest:              
John Artman - @knowsnothing
Editor:
Peter Isachenko
Podcast information:
iTunes
Spotify
RSS Feed
Music: “Hey Ho” by Steve Jackson, Royalty Free Music