China Tech Investor

In this episode of the China Tech Investor Podcast powered by TechNode, our hosts welcome back Technode contributor Michael Norris to discuss the IPO of Luckin Coffee. Luckin is hardly free of controversy. From a CMO who spent time in prison to a rapid expansion financed by an equally rapid cash burn, there are a lot of reasons for skepticism. However, their upside is still bound to draw the attention from investors who don’t want to miss out on what could very well be Starbucks’ most formidable competitor in China. Read Michael’s previous work on Luckin: Why it’s time to wake up and smell the coffee on Luckin From jail to java: How Luckin’s CMO is hacking China’s coffee market Luckin may not last, but its model will As well as TechNode Editor-in-Chief's analysis of their IPO: Is Luckin’s rushed IPO a path to sustainability or a pig in a poke? At the beginning of the episode, James and Ell briefly discuss UXIN’s response to the damning accusations levied against them by Anne Stevenson-Yang and J Capital Res