Sinica Podcast: Does China Have A Second Internet Bubble?

• Posted by bbishop
• on April 22nd, 2011

This week we have a good podcast on the high flying Chinese Internet stocks:

Interest in Chinese Internet companies has reached fever pitch. Fueled by the fact that roughly fifty percent of the companies that went public on NASDAQ last year were Chinese in origin, at least 17 more high-profile companies are planning foreign IPOs this year. Yet given the fact these businesses still face massive market and political risk, their planned valuations are unsettling many investors and rekindling memories of the late 1990s boom.

This week, Kaiser Kuo hosts some of China’s leading Internet experts for a podcast that asks tough questions about Chinese Internet fever. In addition to Sinica regulars Gady Epstein of Forbes, Jeremy Goldkorn of Danwei and Bill Bishop of Digicha, we are privileged to host two new guests on the show: David Wolf, president of Wolf Group Asia and author of the outstanding blog Silicon Hutong; and Kai Lukoff, editor of the excellent up-and-coming China tech site Techrice.

We discuss important online trends such as social networking, online video and group buying/social commerce as well as look at specific companies including Baidu, Youku, Sina, Sohu, Alibaba, Renren, Kaixin001, Ku6 and Shanda. We generally agree that there is a bubble forming in the recent and forthcoming Chinese Internet IPOs, but not so much in the more established companies like Baidu and Sina. (See this earlier post–Chinese Internet Stocks Soaring On Relative Valuations And A Great Wall Of Cash.) You can listen to the podcast below or download it from iTunes. Thanks as always to our friends at PopupChinese, the best online resource for learning Chinese. Sinica Podcast: Does China Have A Second Internet Bubble? by niubi

Related posts:

1. China’s Internet: The Invisible Birdcage
2. “Rumors are a Cancer that Threatens the Internet and Society”. Sina Shorts Rejoice?
3. Detailed AllThingsD Report Claims Facebook Partnering With Baidu To Enter China
4. Could Regulatory Winter Be Coming For China Internet Investors?
5. Sina Buys 9.05% Of Tudou. Should Investors Cheer? (Updated)

The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.

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