China Tech Investor

84 Episodes

1. 24: SoftBank's Vision Fund and peak tech with Shai Oster

   Published: 5/15/2019
2. 23: Is Luckin Coffee a real business?

   Published: 5/5/2019
3. 22: Livestreaming fashion and the dangers of stock-picking with Jordan Schneider

   Published: 4/29/2019
4. 21: Why UXIN’s stock is a lemon with Anne Stevenson-Yang of J Capital Research

   Published: 4/23/2019
5. 20: Xiaomi's Q4 earnings and China's new tech board with Jacky Wong

   Published: 4/17/2019
6. 19: Tencent’s earnings and growing in mature market with Michael Norris (part 2/2)

   Published: 4/8/2019
7. 18: Growing in a mature market with Michael Norris (part 1/2)

   Published: 3/25/2019
8. 17: JD's strong earnings and Alibaba vs Tencent with Tim Culpan

   Published: 3/7/2019
9. 16: Bytedance's Shanghai IPO, Meituan Dianping added to the watch list

   Published: 2/27/2019
10. 15: Tencent buys part of Reddit and common reporting standards

    Published: 2/17/2019
11. 14: Alibaba’s earnings and Chinese e-commerce in southeast Asia with Bernard Leong”

    Published: 2/3/2019
12. 13: Davos, Vancouver real estate, and entrepreneurship in China with Shlomo Freund

    Published: 1/27/2019
13. 12: Huawei’s dilemma and the shrinking smartphone pie

    Published: 1/18/2019
14. 11: Obnoxiously addictive short video apps with Masha Borak

    Published: 1/14/2019
15. 10: The tech cold war with Paul Triolo

    Published: 1/2/2019
16. 09: Tech transfer concessions

    Published: 12/29/2018
17. 08: Relocating a factory from China, what to know

    Published: 12/19/2018
18. 07: The Tencent Music IPO drama

    Published: 12/12/2018
19. 06: Trade agreements and communist party committees with Christopher Balding

    Published: 12/5/2018
20. 05: JD and Xiaomi’s earnings & adding Pinduoduo with Xue Yujie

    Published: 11/28/2018