China Tech Investor Podcast
1) CTI 84: Can China’s data regulations foster both security and development? With Tom Nunlist
In this episode, the guys are joined by Trivium China’s Tom Nunlist to discuss China’s evolving data regulation. They go over the three pieces of legislation that are shaping the country’s broad polic...Show More
2) CTI 83: Earnings, Baidu, Tencent and Alibaba with Michael Norris
In this earnings episode, the guys welcome back Michael Norris to discuss the September 2021 quarter results for Baidu, Tencent and Alibaba. They also answer some listener questions towards the end. W...Show More
3) CTI 82: Will online gaming remain a pillar of China’s digital economy?
In this episode, the guys are joined South China Morning Post’s Josh Ye to discuss China’s gaming industry. They go over recent regulations, misconceptions, and whether Chinese gaming firms have a leg...Show More
4) CTI 81: Evergrande: How we got here, and what it means, with Ming Zhao
In this episode, the guys are joined by tech founder and fintwit thread-weaver Ming Zhao. They discuss the broader context of Evergrande’s growth and collapse, and what this means for the broader Chin...Show More
5) CTI 80: Breaking down China’s tech regulation (thus far), with John Artman
In this episode, the guys are joined for the second time by John Artman, tech editor for South China Morning Post. They go over some of SCMP’s recently-released 4th annual China Internet Report, and b...Show More
CTI 80: Breaking down China’s tech regulation (thus far), with John Artman
1:04:02 | Sep 17th, 2021
6) CTI 79: Kuaishou, Tencent, and Xiaomi earnings, with Michael Norris
In this episode, the guys are joined by regular guest Michael Norris to review some Q2 earnings highlights. They zoom in on Kuaishou, Tencent, and Xiaomi: three companies that have faced dramatically ...Show More
7) CTI 78: Didi’s evolving saga and Beijing’s regulatory ambitions, with Kendra Schaefer
In this episode, the guys are joined by Kendra Schaefer, partner at Trivium China and head of the firm’s tech practice. They dig into the ever-evolving saga at Didi, whose decision to go through with ...Show More
CTI 78: Didi’s evolving saga and Beijing’s regulatory ambitions, with Kendra Schaefer
1:06:27 | Jul 29th, 2021
8) CTI 77: MissFresh and Dingdong Maicai, with Emma Lee
In this episode the guys welcome Emma Lee back to discuss MissFresh and Dingdong Maicai. Key topics include what grocery e-commerce is, who the players in the space are, how they are different, and mo...Show More
9) CTI 76: Baidu, Tencent, and JD earnings, with Michael Norris
It’s another earnings episode, so the guys welcome Michael Norris back to the show. They discuss the quarterly earnings of Baidu, Tencent, and JD, while also answering questions from listeners. Key to...Show More
10) CTI 75: The past, present, and future of Bytedance, with Zheping Huang (plus Kuaishou earnings)
In this episode, James and Elliott are joined for the second time by Bloomberg tech reporter Zheping Huang. They discuss what the future has in store for Bytedance now that their founder Zhang Yiming ...Show More