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Meemi O.
Jun 23, 202212 min read
Will China's Real Estate Developers Face An Evergrande Ending?
A financial overview and comparison of China's five largest real estate players, and discussion and analysis of the "three red lines".
383 views0 comments
Meemi O.
Aug 6, 202113 min read
Policy Update: China's K-12 Education Industry Reforms
China's new K-12 education reforms and how they impact the private education industry (e.g. Gaotu Techedu, New Oriental Edu, TAL)
1,438 views0 comments
Meemi O.
Aug 5, 20216 min read
What Happened To DiDi?
Key events and the underlying legal and political backdrop behind the national security conflict that precipitated DiDi's app ban.
444 views0 comments
Meemi O.
May 15, 202115 min read
Danke (Part 3): Concluding the Collapse
In this final installment of our Danke series, we provide a recap of the main points covered in Parts 1 and 2, in addition to discussing...
254 views0 comments
Meemi O.
Feb 10, 202112 min read
Danke (Part 2): Unravelling the Collapse of a Real Estate Ponzi Scheme
Previously in Part 1, we provided background information on Danke's history and business model. In this second installment of the Danke...
523 views0 comments
Meemi O.
Jan 25, 20218 min read
China's FinTech Industry: Timeline and Updates (Ongoing Article)
Note: this article is continually updated to capture the business landscape, and regulatory and company evolution of China's fintech...
194 views0 comments
Meemi O.
Jan 20, 20218 min read
Danke (Part 1): China's High Profile Real Estate Ponzi Scheme
Danke ("dahn-keh" - pronounced similarly to the German word for thank you), full name Phoenix Tree Holding Limited (Chinese: 蛋壳公寓) (NYSE:...
703 views0 comments
Meemi O.
Dec 29, 20205 min read
Anti-Trust Approval Fines - Signalling the Future of China's Internet Giants
In early November 2020, China's State Administration for Market Regulation published a draft of new anti-trust guidelines aimed at...
182 views0 comments
Meemi O.
Dec 18, 202011 min read
The New Anti-Trust Law - What Does the Future Hold for China's Internet Giants?
Large internet companies such as Alibaba Group, Tencent, and JD, played a crucial role in driving the Chinese economy, especially during...
362 views0 comments
Meemi O.
Dec 11, 20207 min read
The STAR Market - China's New NASDAQ for Rising Star Companies
The Shanghai Stock Exchange Science and Technology Innovation Board (the "STAR Market") was founded in July 2019 as a board listed on the...
278 views0 comments
Meemi O.
Nov 30, 20207 min read
What is the Digital Yuan? A Summary of China's New Digital Currency
China has made the global financial headlines during the past few months for its development of a digital currency - the digital yuan. In...
241 views0 comments
Meemi O.
Nov 21, 20209 min read
What Happened to Ant Group's IPO? Interpreting the New Online Microlending Regulations in China
On November 2nd, 2020, the Chinese Banking and Insurance Regulatory Commission published a draft of new rules concerning online...
1,097 views0 comments
Meemi O.
Oct 25, 20207 min read
China's Monetary Policy and the Future of Foreign Investment in China
In this article, we provide a recap of the newest publication by China's central bank governor, Yi Gang, to gain insights into future of...
200 views0 comments
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