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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".
Meemi O.
Jun 23, 202212 min read
385 views
0 comments

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)
Meemi O.
Aug 6, 202113 min read
1,456 views
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What Happened To DiDi?
Key events and the underlying legal and political backdrop behind the national security conflict that precipitated DiDi's app ban.
Meemi O.
Aug 5, 20216 min read
456 views
0 comments

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...
Meemi O.
May 15, 202115 min read
268 views
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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...
Meemi O.
Feb 10, 202112 min read
528 views
0 comments


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...
Meemi O.
Jan 25, 20218 min read
197 views
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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:...
Meemi O.
Jan 20, 20218 min read
722 views
0 comments


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...
Meemi O.
Dec 29, 20205 min read
184 views
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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...
Meemi O.
Dec 18, 202011 min read
366 views
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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...
Meemi O.
Dec 11, 20207 min read
283 views
0 comments

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...
Meemi O.
Nov 30, 20207 min read
244 views
0 comments


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...
Meemi O.
Nov 21, 20209 min read
1,108 views
0 comments


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...
Meemi O.
Oct 25, 20207 min read
214 views
5 comments
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