Episode 276: How to understand China Technology Companies as an investor with Elliott Zaagman by analyseasia published on 2018-12-14T04:46:53Z Elliott Zaagman, co-host of China Tech Investor podcast, joined us to discuss how to understand Chinese technology companies as an investor. We discussed the theme and intended audience for his current podcast, and dived deep into how we can value the technology giants in China from Baidu, Alibaba and Tencent to the recent upstarts such as Pinduoduo and Xiaomi. Elliott laid out the deep misconceptions on Chinese technology companies and provided a different perspective to how they are vertically integrated companies with different products and services contrast to their western counterparts. Genre Business Comment by whitewarlord This is one episode that anyone should listen to. This episode put the narrative of Chinese companies in the right context and not the way how US media depict them. Well don, Elliott. 2018-12-14T04:59:13Z Comment by Rick Lee Interesting analysis on China technology companies and why they matter. Liked how BL and Elliott are breaking up the old misconceptions from the US media. 2018-12-14T04:54:57Z Comment by wangwu Fantastic conversation with the nuances on how to understand Meituan-Dianping, but I disagree Elliott's assessment of JD. 2018-12-14T04:53:42Z Comment by bujingyun Great to see Elliott Zaagman on your show, and the discussion on how to understand tech companies in China is awesome. 2018-12-14T04:51:57Z