CTI 84: Can China’s data regulations foster both security and development? With Tom Nunlist
China Tech Investor
by TechNode
2y ago
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 ..read more
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CTI 83: Earnings, Baidu, Tencent and Alibaba with Michael Norris
China Tech Investor
by TechNode
2y ago
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 ..read more
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CTI 82: Will online gaming remain a pillar of China’s digital economy?
China Tech Investor
by TechNode
2y ago
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 ..read more
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CTI 81: Evergrande: How we got here, and what it means, with Ming Zhao
China Tech Investor
by TechNode
2y ago
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 Chine ..read more
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CTI 80: Breaking down China’s tech regulation (thus far), with John Artman
China Tech Investor
by TechNode
2y ago
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 br ..read more
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CTI 79: Kuaishou, Tencent, and Xiaomi earnings, with Michael Norris
China Tech Investor
by TechNode
2y ago
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 regular guest Michael Norris to review some Q2 earnings highlights. They zoom in on Kuaishou, Tencent, and Xiaomi: three companies that have faced dramatically d ..read more
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CTI 78: Didi’s evolving saga and Beijing’s regulatory ambitions, with Kendra Schaefer
China Tech Investor
by TechNode
3y ago
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 Kendra Schaefer, partner at Trivium China and head of the firm’s tech practice. They dig into the ever-evolving saga at Didi, whose decision to go through with a ..read more
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CTI 77: MissFresh and DingDong MaiCai, with Emma Lee
China Tech Investor
by TechNode
3y ago
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 episode the guys welcome Emma Lee back to discuss MissFresh and DingDong MaiCai. Key topics include what grocery e-commerce is, who the players in the space are, how they are different, and ..read more
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CTI 76: Baidu, Tencent, and JD earnings, with Michael Norris
China Tech Investor
by TechNode
3y ago
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. It’s another earnings episode, so the guys welcome Michael Norris back to the show. They discuss the quarterly earnings of Baidu, Tencent, and JD, while also answering questions from listeners. Key ..read more
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CTI 75: The past, present, and future of Bytedance, with Zheping Huang (plus Kuaishou earnings)
China Tech Investor
by TechNode
3y ago
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 episode, James and Elliott are joined for the second time by Bloomberg tech reporter Zheping Huang. They discuss what the future has in store for Bytedance now that their founder Zhang Yimin ..read more
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