China Tech Investor

The China Tech Investor podcast is a weekly show featuring Elliott Zaagman, writer and contributor t

Episodes

Total: 84

CTI 64: How Bytedance Built an 'Attention Factory,' with Matthew Brennan
2020/11/13

China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each

CTI 63: Why the short sellers are targeting GSX, with Joe Ridsdale
2020/11/5

China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each

CTI 62: Xiaomi’s resilience, with Bryan Ma
2020/10/17

China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each

61: Ant Group is really big, and really confusing
2020/9/25

China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each

60: Breaking down quarterly earnings from BABA, JD, and PDD
2020/9/1

China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each

59: China’s cloud landscape, with Kevin Xu
2020/8/26

China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each

58: Are China and India getting a tech divorce? With Dev Lewis
2020/8/3

Elliott and James welcome Digital Asia Hub fellow Dev Lewis back to the podcast to discuss what a wo

57: Tom Orlik on why the China bubble never seems to pop
2020/7/21

After taking some time to welcome his newborn son, James returns to his co-hosting duties, as he and

56: Alibaba, Bilibili, and Pinduoduo earnings, plus what to expect if Chinese companies delist from the US
2020/6/19

This week, James is taking some time off with his newborn, so CTI regular Michael Norris fills in as

55: Tencent earnings, Pinduoduo’s 20-F, and digital currency in China with Wolfie Zhao
2020/5/22

This week, the guys welcome Coindesk Asia Editor Wolfie Zhao to the pod to discuss the latest progre

54: After Luckin, fraud will still be a problem. With Wei Sheng
2020/4/30

An episode full of salacious scandals and controversy! In this episode, the guys welcome back Techno

53: How COVID-19 is a 'new retail' tipping point, with Michael Zakkour
2020/4/22

In this episode, the guys welcome back Michael Zakkour, Founder and Chief Strategist of 5 New Digita

52: Luckin - The writing was on the wall with Michael Norris
2020/4/7

In this episode, the guys bring on CTI regular Michael Norris to discuss Luckin Coffee’s recent admi

51: Tencent, JD, PDD earnings, and Jeffrey Towson discusses the battle royale for services.
2020/3/26

In this episode, the guys welcome professor Jeffrey Towson to discuss the ongoing battle over the di

50: The coronavirus sell-off, and earnings from Alibaba, Baidu, and iQiyi
2020/3/4

In this episode, the guys welcome back guest co-host Michael Norris from Agency China. The three of

49: Huawei, Google, and the “splinternet,” with Wei Sheng
2020/2/26

In this episode, the guys welcome Technode’s Wei Sheng to discuss the continued US-China tech decoup

48: The coronavirus ripple effect, with Marcus Ryder
2020/2/6

China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each

47: Xiaomi, 5G, Bytedance, and other “incredible” predictions for 2020, with Wang Boyuan
2020/1/17

In this episode, the guys welcome veteran China tech journalist Wang Boyuan to the show. They make s

46: 2019’s biggest winners and losers, and what to expect for 2020
2020/1/8

China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each

45: Boom, bust, and competition: Electric vehicles in China, with Tu Le
2019/12/25

In this episode, the guys welcome Tu Le, Managing Director of Sino Auto Insights, to discuss China’s