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.

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In this episode, James and Elliott review the winners and losers of 2020, what they got right and what they got wrong, as well as the lessons they learned. They also look forward to the rest of 2021, anticipating trends, as well as companies to watch. They discuss Bilibili, Alibaba, Ant, Xiaomi, Baidu, and more.

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

Hosts:

Elliott Zaagman– @elliottzaagman
James Hull– @jameshullx

Editor:

Peter Isachenko

Podcast information:

CTI 68: From Alibaba & Ant to Xiaomi: Looking back at 2020, forward to 2021 52:40 Share

China Tech Investor

Shownotes Transcript

CTI 68: From Alibaba & Ant to Xiaomi: Looking back at 2020, forward to 2021