China Tech Investor

Elliott and James are joined by Matt Brennan, co-founder of China Channel and one of the world's foremost experts on Tencent and WeChat. Elliott and James begin discussing some topics from the 9th Caixin Summit’s open-door events: fintech and financial policy; benefits of China’s WTO membership; and US-China relations. In the watchlist segment, they discuss some highlights from Tencent’s Q3’2018 earnings call. Finally, they chat with Matt about Tencent’s strategic upgrade to the Industrial Inte

Elliott Zaagman and James Hull discuss why investors should put 11.11 sales numbers in perspective and look at which companies on the watch list are most vulnerable to a recession or worsening trade tensions. They are also joined by TechCrunch reporter Jon Russell, with whom they talk about Bytedance, Xiaomi, and the trend of international user acquisition.

In the second episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss a new addition to their watchlist with Rui Ma from the Techbuzz China podcast. They also discuss October, trading psychology, and recent earnings releases by iQiyi, Baidu and Alibaba. As always, the hosts may have interest in some of the stocks discussed. Please note, the discussion should not be construed as investment advice or a solicitation of services.

On the inaugural episode of the China Tech Investor Podcast powered by Technode, hosts Elliott Zaagman and James Hull discuss their reasons for starting the podcast, and identify the first five companies on their list of Chinese tech stocks to watch. As always, the hosts may have interest in some of the stocks discussed. Please note, the discussion should not be construed as investment advice or a solicitation of services. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi