CTI 81: Evergrande: How we got here, and what it means, with Ming Zhao

China Tech Investor

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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This episode, the guys are joined by tech founder and fintwit thread-weaver Ming Zhao. They discuss the broader context of Evergrande’s growth and collapse, and what this means for the broader Chinese economy. Topics include China’s balance-sheet expansion, off-balance-sheet lending, and past instances of heavy leverage and collapse for Chinese firms.

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

• Tencent
• Alibaba
• Baidu
• Bilibili
• Xiaomi
• JD
• Pinduoduo
• Meituan-Dianping
• Kuaishou

Hosts:

• Elliott Zaagman– @elliottzaagman
• James Hull– @jameshullx

Guest:

• Ming Zhao - @fabiusmercurius

Editor:

• Peter Isachenko

Podcast information:

• iTunes
• Spotify
• RSS Feed
• Music: “Hey Ho” by Steve Jackson, Royalty Free Music