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.

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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?

Hosts may have interest in 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:

Michael Norris - @briefnorris

Editor:

Peter Isachenko

Podcast information:

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

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