Xiaomi’s resilience, with Bryan Ma · TechNode

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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Elliott and James welcome IDC’s VP of Device Research Bryan Ma to the show. They discuss how Xiaomi is benefiting from Huawei’s international troubles, the foothold they continue to establish in India and SE Asia, and how the pandemic has been a surprisingly good year for PC makers.

For a map of the Xiaomi ecosystem, and more information on its web of product partners, check out VC Roundup | How big China tech uses investments to build empires.

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

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Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

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Podcast information:

David Cohen is the acting editor in chief of TechNode. Since 2010, he has covered China as a writer and editor at outlets including the Diplomat, the Jamestown Foundation, and China Policy. He’s always…

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