51: Tencent, JD, PDD earnings, and Jeffrey Towson discusses the battle royale for services.
China Tech Investor - A podcast by TechNode
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In this episode, the guys welcome professor Jeffrey Towson to discuss the ongoing battle over the digital services sector in China, as Alibaba, Meituan, Baidu, and others fight on a rapidly-changing battlefield. James and Elliott also chat about the “COVID recession,” investment strategies, and go over the quarterly earnings of Tencent, Pinduoduo, and JD.