Cover image of China Tech Investor

China Tech Investor

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 t... Read more

Ranked #1

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07: The Tencent Music IPO drama

07: The Tencent Music IPO drama

In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss Hua... Read more

12 Dec 2018

56mins

Ranked #2

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03: Bytedance - The most valued unicorn in the world with Jon Russell

03: Bytedance - The most valued unicorn in the world with Jon Russell

Elliott Zaagman and James Hull discuss why investors should put 11.11 sales numbers in perspective and look at which com... Read more

15 Nov 2018

1hr 7mins

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Ranked #3

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17: JD's strong earnings and Alibaba vs Tencent with Tim Culpan

17: JD's strong earnings and Alibaba vs Tencent with Tim Culpan

In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss JD’... Read more

7 Mar 2019

1hr 11mins

Ranked #4

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14: Alibaba’s earnings and Chinese e-commerce in southeast Asia with Bernard Leong”

14: Alibaba’s earnings and Chinese e-commerce in southeast Asia with Bernard Leong”

In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull welcome Ana... Read more

3 Feb 2019

1hr 19mins

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Ranked #5

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43: Alibaba has a Meituan problem. Can they solve it with $11 billion?

43: Alibaba has a Meituan problem. Can they solve it with $11 billion?

In this episode, the guys discuss Alibaba’s blockbuster listing in Hong Kong, and why this could impact the future of Me... Read more

10 Dec 2019

47mins

Ranked #6

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30: A peek inside China’s banking industry with Trivium China’s Andrew Polk

30: A peek inside China’s banking industry with Trivium China’s Andrew Polk

In this episode, recorded June 27th, 2019 hosts Elliott Zaagman and James Hull are joined by Andrew Polk, Trivium China ... Read more

5 Jul 2019

1hr 18mins

Ranked #7

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21: Why UXIN’s stock is a lemon with Anne Stevenson-Yang of J Capital Research

21: Why UXIN’s stock is a lemon with Anne Stevenson-Yang of J Capital Research

In this episode of the China Tech Investor Podcast powered by TechNode, our hosts talk with the one and only Anne Steven... Read more

23 Apr 2019

1hr

Ranked #8

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31: AI competitiveness: How Chinese and US firms stack up

31: AI competitiveness: How Chinese and US firms stack up

In this episode of the China Tech Investor Podcast powered by TechNode, James and Elliott chat with Matt Sheehan, Fello... Read more

30 Jul 2019

1hr 17mins

Ranked #9

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16: Bytedance's Shanghai IPO, Meituan Dianping added to the watch list

16: Bytedance's Shanghai IPO, Meituan Dianping added to the watch list

In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss By... Read more

27 Feb 2019

1hr 10mins

Ranked #10

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22: Livestreaming fashion and the dangers of stock-picking with Jordan Schneider

22: Livestreaming fashion and the dangers of stock-picking with Jordan Schneider

It’s crossover episode time! Ell and James sit down with Jordan Schneider from the China Econtalk Podcast to discuss liv... Read more

29 Apr 2019

58mins

Ranked #11

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42: Trade wars, debt, and the future of the Chinese economy with Michael Pettis

42: Trade wars, debt, and the future of the Chinese economy with Michael Pettis

In this episode, the guys are joined by Peking University finance professor, Carnegie-Tsinghua fellow, and Beijing indie... Read more

27 Nov 2019

1hr 3mins

Ranked #12

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24: SoftBank's Vision Fund and peak tech with Shai Oster

24: SoftBank's Vision Fund and peak tech with Shai Oster

In this episode, recorded May 9th, 2019 hosts Elliott Zaagman and James Hull are joined by Shai Oster, Asia Bureau Chie... Read more

15 May 2019

55mins

Ranked #13

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08: Relocating a factory from China, what to know

08: Relocating a factory from China, what to know

Elliott Zaagman and James Hull discuss the upcoming China Economic Work Committee, central banks, Smartisan, Samsung fac... Read more

19 Dec 2018

1hr 9mins

Ranked #14

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45: Boom, bust, and competition: Electric vehicles in China, with Tu Le

45: Boom, bust, and competition: Electric vehicles in China, with Tu Le

In this episode, the guys welcome Tu Le, Managing Director of Sino Auto Insights, to discuss China’s dynamic electric ve... Read more

25 Dec 2019

56mins

Ranked #15

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

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

China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott ... Read more

8 Jan 2020

1hr 3mins

Ranked #16

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41: Alibaba, JD, Tencent, and WOW, LUCKIN COFFEE! with Michael Norris

41: Alibaba, JD, Tencent, and WOW, LUCKIN COFFEE! with Michael Norris

In this episode, the guys are joined by guest-host Michael Norris from Agency China to talk earnings. They go over the q... Read more

20 Nov 2019

1hr 6mins

Ranked #17

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CTI 39: Search, recommendation, and the fall of Baidu with FT’s Christian Shepherd and Nian Liu

CTI 39: Search, recommendation, and the fall of Baidu with FT’s Christian Shepherd and Nian Liu

In this episode, the guys welcome The Financial Times’ Nian Liu and Christian Shepherd. They discuss Baidu’s fall from g... Read more

4 Nov 2019

51mins

Ranked #18

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35: Why Xiaomi needs to face the music, with Tim Culpan (plus PDD, iQiyi, and Baidu earnings)

35: Why Xiaomi needs to face the music, with Tim Culpan (plus PDD, iQiyi, and Baidu earnings)

In this episode of the China Tech Investor Podcast powered by TechNode, the guys welcome back Bloomberg Opinion columnis... Read more

2 Sep 2019

1hr 3mins

Ranked #19

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32: What's special about Bilibili?

32: What's special about Bilibili?

In this episode, recorded August 2nd, 2019 hosts Elliott Zaagman and James Hull look at Bilibili (Nasdaq: BILI). They di... Read more

9 Aug 2019

51mins

Ranked #20

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26: Baidu’s unprofitable quarter and Pinduoduo keeps burning money

26: Baidu’s unprofitable quarter and Pinduoduo keeps burning money

In this episode of the China Tech Investor Podcast powered by TechNode, James and Elliott discuss the quarterly earnings... Read more

6 Jun 2019

1hr 1min

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