China Tech Investor 17: JD’s strong earnings and Alibaba vs Tencent with Tim Culpan

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 episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss JD’s surprisingly positive earnings report, and invite Bloomberg’s Tim Culpan on to discuss Alibaba and Tencent’s power struggle at the “Goldman Sachs of China,” and get deep into the balance sheets of Chinese tech companies.

The discussion should not be construed as investment advice or a solicitation of services. Please note, the hosts may have positions in the companies discussed. 


  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • Pinduoduo
  • Meituan Dianping



Podcast information: