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

Guest

Michael Zakkour

Hosts:

Elliott Zaagman– @elliottzaagman
James Hull– @jameshullx

Editor

Peter Isachenko

Podcast information:

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

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