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China Tech Investor: The boom and bust of China’s ‘second landlords,’ with Capucine Cogné

second landlords, china tech, real estate

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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This week’s guest is Capucine Cogné, a real estate industry specialist based in Chengdu who has been following the rise and fall of China’s “second landlord” platforms. She discusses what led to their rise, the unique circumstances of their fall, and who might stand to benefit as the industry now consolidates.

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

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping

Hosts:

Guest:                   

  • Capucine Cogné

Editor:

Podcast information: