China Tech Investor 34: Alibaba, JD, and the new retail revolution with Michael Zakkour

By John Artman
1 min read

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, the guys go deep into new retail. In addition to discussing the latest quarterly earnings from Alibaba and JD, James and Elliott chat with Michael Zakkour, VP of Asia Strategy for Thompkins International. Michael fills us in on the phenomenon of “new retail,” why it is so much more than just a buzz word, and how it is changing business and life in China and around the world.

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.

UPDATE: Alibaba’s USD 2 billion acquisition of NetEase’s cross-border e-commerce site is off, reports say

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD.com
  • Pinduoduo
  • Meituan-Dianping

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