China Tech Investor 49: Huawei, Google, and the splinternet with Wei Sheng


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, the guys welcome Technode’sWei Sheng to discuss the continued US-China tech decoupling, and how Huawei isattempting to succeed in Europe without access to Google Play services. Jamesand Elliott also look at how the COVID-19 coronavirus outbreak has impactedChina’s tech giants thus far.

Please note, the hosts may have interest in someof the stocks discussed. The discussion should not be construed as investmentadvice or a solicitation of services.

Get the PDF of the China Consumer Index.


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





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