All Episodes

CTI 84: Can China’s data regulations foster both security and development? With Tom Nunlist

CTI 83: Earnings, Baidu, Tencent and Alibaba with Michael Norris

CTI 82: Will online gaming remain a pillar of China’s digital economy?

CTI 81: Evergrande: How we got here, and what it means, with Ming Zhao

CTI 80: Breaking down China’s tech regulation (thus far), with John Artman

CTI 79: Kuaishou, Tencent, and Xiaomi earnings, with Michael Norris

CTI 78: Didi’s evolving saga and Beijing’s regulatory ambitions, with Kendra Schaefer

CTI 77: MissFresh and Dingdong Maicai, with Emma Lee

CTI 76: Baidu, Tencent, and JD earnings, with Michael Norris

CTI 75: The past, present, and future of Bytedance, with Zheping Huang (plus Kuaishou earnings)

CTI 74: China’s evolving semiconductor landscape, with Stewart Randall

CTI 73: Zhihu is a household name in China. But will it pay off for shareholders? With Zeyi Yang

CTI 72: Pinduoduo, Kuaishou, and Meituan earnings, plus listener questions, with Michael Norris

CTI 71: Chinese Antritrust Exceptionalism, with Angela Huyue Zhang

CTI 70: Ant Group, DCEP, crypto mining, and all things China fintech with Eliza Gkritsi

CTI 69: Is Kuaishou just a smaller version of Bytedance? Or is it something more? With Michael Norris

CTI 68: From Alibaba & Ant to Xiaomi: Looking back at 2020, forward to 2021

CTI 67: The boom and bust of China’s 'second landlords,' with Capucine Cogné

CTI 66: EV makers got a big charge in 2020, with Tu Le

CTI 65: Strong quarters for Bilibili, Pinduoduo, and Tencent, with Michael Norris

CTI 64: How Bytedance Built an 'Attention Factory,' with Matthew Brennan

CTI 63: Why the short sellers are targeting GSX, with Joe Ridsdale

CTI 62: Xiaomi’s resilience, with Bryan Ma

61: Ant Group is really big, and really confusing

60: Breaking down quarterly earnings from BABA, JD, and PDD

59: China’s cloud landscape, with Kevin Xu

58: Are China and India getting a tech divorce? With Dev Lewis

57: Tom Orlik on why the China bubble never seems to pop

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

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

54: After Luckin, fraud will still be a problem. With Wei Sheng

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

52: Luckin - The writing was on the wall with Michael Norris

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

50: The coronavirus sell-off, and earnings from Alibaba, Baidu, and iQiyi

49: Huawei, Google, and the “splinternet,” with Wei Sheng

48: The coronavirus ripple effect, with Marcus Ryder

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

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

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

CTI 44: Ed-tech in China with John Artman

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

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

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

CTI 40: China’s blockchain bonanza with Matthew Graham

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

38: An interview with Pinduoduo’s David Liu

37: Exploring the slowdown in China’s private funding with Jane Li

36: E-sports in China with Bloomberg’s Zheping Huang (also Meituan’s earnings)

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

34: Alibaba, JD, and the new retail revolution with Michael Zakkour

33: 2019 year-to-date for China’s tech stocks: Meituan surges, Baidu slumps, and more

32: What's special about Bilibili?

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

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

29: India’s tech landscape, with Dev Lewis

28: Earnings dive — 1Q 2019 iQiyi and Tencent

27: Alibaba’s earnings and is this the end of the “China Hustle?”

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

25: Live from Emerge—Huawei on the US Entities list with Paul Mozur

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

23: Is Luckin Coffee a real business?

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

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

20: Xiaomi's Q4 earnings and China's new tech board with Jacky Wong

19: Tencent’s earnings and growing in mature market with Michael Norris (part 2/2)

18: Growing in a mature market with Michael Norris (part 1/2)

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

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

15: Tencent buys part of Reddit and common reporting standards

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

13: Davos, Vancouver real estate, and entrepreneurship in China with Shlomo Freund

12: Huawei’s dilemma and the shrinking smartphone pie

11: Obnoxiously addictive short video apps with Masha Borak

10: The tech cold war with Paul Triolo

09: Tech transfer concessions

08: Relocating a factory from China, what to know

07: The Tencent Music IPO drama

06: Trade agreements and communist party committees with Christopher Balding

05: JD and Xiaomi’s earnings & adding Pinduoduo with Xue Yujie

04: Caixin Summit & Tencent’s strategic upgrade with Matt Brennan

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

02: Adding JD to the watchlist with Rui Ma

01: Welcome to the China Tech Investor podcast