Episode 276: How to understand China Technology Companies as an investor with Elliott Zaagman

Elliott Zaagman, co-host of China Tech Investor podcast, joined us to discuss how to understand Chinese technology companies as an investor. We discussed the theme and intended audience for his current podcast, and dived deep into how we can value the technology giants in China from Baidu, Alibaba and Tencent to the recent upstarts such as Pinduoduo and Xiaomi. Elliott laid out the deep misconceptions on Chinese technology companies and provided a different perspective to how they are vertically integrated companies with different products and services contrast to their western counterparts.