China Tech Investor

In this episode, the guys welcome professor Jeffrey Towson to discuss the ongoing battle over the digital services sector in China, as Alibaba, Meituan, Baidu, and others fight on a rapidly-changing battlefield. James and Elliott also chat about the “COVID recession,” investment strategies, and go over the quarterly earnings of Tencent, Pinduoduo, and JD. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.Get the PDF of the China Consumer Index.Watchlist:TencentAlibabaBaiduiQiyiXiaomiJDPinduoduoMeituan-DianpingLuckin CoffeeLinks:Jeff's Asia Tech Class podcastGuest:Jeffrey Towson – Jefftowson.comHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxEditorPeter IsachenkoPodcast information:iTunesSpotifyRSS FeedMusic: “Hey Ho” by Steve Jackson, Royalty Free Music