In this episode of the China Tech Investor Podcast poweredby TechNode, hosts Elliott Zaagman and James Hull discuss why investors shouldput 11.11 sales numbers in perspective and look at which companies on the watchlist are most vulnerable to a recession or worsening trade tensions. They arealso joined by TechCrunch reporter Jon Russell, with whom they talk aboutBytedance, Xiaomi, and the trend of international user acquisition.
Please note, thehosts may have interest in some of the stocks discussed. The discussion shouldnot be construed as investment advice or a solicitation of services.
Watchlist:
· Tencent
· Alibaba
· Baidu
· iQiyi
· Xiaomi
· JD.com
Guest:
· Jon Russell - TechCrunch @jonrussell
Hosts:
· ElliottZaagman - @elliottzaagman
· James Hull - @jameshullx
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