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 policy towards data, and how it diverges from the frameworks in the US and Europe, and how China’s assertive approach to such policy may impact the future of data protection standards globally.

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. Which company will benefit most from opening walled gardens?

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 up in the future of the “metaverse.” James and Ell also briefly discuss Luckin Coffee, Evergrande, and antitrust regulation.

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 Chinese economy. Topics include China’s balance-sheet expansion, off-balance-sheet lending, and past instances of heavy leverage and collapse for Chinese firms.

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 break down the four areas of China tech regulation it identifies: anti-trust, fintech, data, and cryptocurrency. They also go over the controls over IPOs, and what that means for overseas investors.

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 differing fates in recent months, but whose trajectories offer insights into the current state of China tech and its regulatory overhaul.

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 a US IPO against Beijing’s wishes has brought about waves of regulatory wrath against the ride-hailing and mobility giant. Kendra’s insights are helpful for investors, analysts, or anyone hoping to understand the new rules of the road for China’s tech firms.

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 more. Elliott and James also discuss Didi Global. The conversation with Emma Lee was recorded on July 1, 2021 and the rest of the episode was recorded on July 2, 2021.

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 topics include what a new era in tech regulation means for stocks.

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 is no longer in the CEO role. Zheping and his colleagues recently completed a 6-part podcast series chronicling the rise of Bytedance’s Tiktok in the US, and the Trump administration’s attempts to ban it.

In this episode, James and Elliott are joined by Stewart Randall, Director of Operations at Intralink Shanghai and a regular Technode contributor. Stew talks about the current semiconductor frenzy in China, what are the factors fueling it, and how investors can differentiate the contenders from the pretenders.

In this episode, James and Elliott are joined by Protocol’s Zeyi Yang. Zeyi shares his thoughts on Zhihu, the popular Chinese information-sharing platform that recently IPOed in New York. The guys discuss the company’s strengths and weaknesses, and how investors view the company’s potential.

In this episode, James and Elliott are joined by frequent CTI guest Michael Norris to cover the 2020 Q4 earnings of Pinduoduo, Kuaishou, and Meituan. The guys also answer some questions posed by listeners of the show on Twitter. Sorry folks, we had a little trouble with our recording setup and there’s some interference in the audio.

Recorded live on Clubhouse, Elliott chats with University of Hong Kong professor Angela Zhang about her new book "Chinese Antitrust Exceptionalism." They explore the unique structural and cultural frameworks that distinguish China's antitrust approach from that of other prominent nations, how China may use antitrust in its competition with the US, and what investors can learn from Ant Group's halted IPO.

In this episode, James and Elliott are joined by TechNode’s own Eliza Gkritsi. Eliza gives an update on how Ant Group’s fate may change as aresult of new regulations. She also gives her takeaways at this current point of China’s digital currency rollout. The conversation also touches on China’s crypto-mining industry, and the rig-makers who have been benefiting from Bitcoin’s latest bull run.

In this episode, James and Elliott are once again joined by regular guest Michael Norris to discuss Kuaishou’s blockbuster IPO. They cover what it is that Kuaishou does as a business, its financial situation, and where its growth prospects are going forward. Is Kuaishou a good company? Or is it the fast-growing short video segment which is drawing the investor interest?

In this episode, James and Elliott review the winners and losers of 2020, what they got right and what they got wrong, as well as the lessons they learned. They also look forward to the rest of 2021, anticipating trends, as well as companies to watch. They discuss Bilibili, Alibaba, Ant, Xiaomi, Baidu, and more.

This week’s guest is Capucine Cogné, a real estate industry specialist based in Chengdu who has been following the rise and fall of China’s “second landlord” platforms. She discusses what led to their rise, the unique circumstances of their fall, and who might stand to benefit as the industry now consolidates.

This week, Tu Le from Sino Auto Insights joins the show to discuss the stratospheric rise that electric vehicle stocks have experienced this year, and what those firms will need to achieve in order to justify their share prices. They also discuss the major players on the software side of the EV equation.

This week, Michael Norris is back for his regular earnings check-in, as the guys go over the calls from Bilibili, Pinduoduo, and Tencent, including Bilibili’s formula for success, and the increasingly intense debate between Pinduoduo’s longs and shorts.

Elliott and James welcome back Matthew Brennan to the show to discuss his new book: Attention Factory: The Story of Tiktok and China’s Bytedance. Matthew shares insights into the company’s beginnings as well as its meteoric rise, the people and personalities that define its culture, and how Tiktok came close to failing in the US.

Elliott and James welcome Joe Ridsdale, CEO of West Street Capital Partners. Joe explains why his firm is one of many who have a short position on Chinese ed-tech company GSX. The three of them also discuss the structural barriers to exposing fraud in such circumstances.

Elliott and James welcome IDC’s VP of Device Research Bryan Ma to the show. They discuss how Xiaomi is benefiting from Huawei’s international troubles, the foothold its continuing to establish in India and SE Asia, and how the pandemic has been a surprisingly good year for PC makers.

Elliott and James try to get their minds around Ant Group’s IPO, and attempt to explain the business behind what is likely to be the biggest IPO in history.