China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

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.

To read more of Josh’s work on gaming in China and much more, check out the Pro Edition of SCMP’s 2021 China Internet Report.

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

Tencent
Alibaba
Baidu
Bilibili
Xiaomi
JD
Pinduoduo
Meituan-Dianping
Kuaishou

Hosts:

Elliott Zaagman– @elliottzaagman
James Hull– @jameshullx

Guest:

Josh Ye - @TheRealJoshYe

Editor:

Peter Isachenko

Podcast information:

iTunes
Spotify
RSS Feed
Music: “Hey Ho” by Steve Jackson, Royalty Free Music