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Hengda (Part 2): Evergrande Property Services
A business summary and financial overview of Evergrande Property Services, Hengda (China Evergrande) Group's property management arm.

Meemi O.
Nov 23, 202112 min read


Hengda (Part 1): An Overview of the Evergrande Conglomerate
A corporate introduction and comprehensive overview of Evergrande Group, including key subsidiaries, associates, and other businesses.

Meemi O.
Nov 4, 20219 min read


Pinduoduo (Part 4): Concluding Pinduoduo's Future
An analysis of Pinduoduo's platform upgrading strategies, monetization rate, and a conclusion of the company's general future prospects.

Meemi O.
Sep 22, 202111 min read
Pinduoduo (Part 3): Pioneering AgriTech and Pinduoduo's Future
Analyzing Pinduoduo's future as an agriculture technology platform: strategies, competition, and regulatory and profitability implications.

Meemi O.
Sep 10, 202117 min read


Pinduoduo (Part 2): Business Performance, Financial Snapshot, and Key Marketing Investments
Pinduoduo's business performance, financial snapshot, and analysis of whether the company's cash-bleeding marketing strategies are working.

Meemi O.
Aug 21, 202117 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.

Meemi O.
Aug 5, 20216 min read


Pinduoduo (Part 1): Targeting China's Forgotten Consumers
An overview of Pinduoduo's history, business initiatives and strategies, and performance summary.

Meemi O.
Jul 31, 202112 min read


JD (Part 2): The Future of JD
Discussing the future of the JD ecosystem – business segments (including JD Logistics), key strategies, and potential challenges.

Meemi O.
Jul 21, 202111 min read


JD (Part 1): Understanding JD
An overview including corporate history, business segments and model, and key financial statistics for the JD ecosystem.

Meemi O.
May 27, 202111 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...

Meemi O.
May 15, 202115 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...

Meemi O.
Feb 10, 202112 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...

Meemi O.
Jan 25, 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:...

Meemi O.
Jan 20, 20218 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...

Meemi O.
Nov 21, 20209 min read


ทำความรู้จัก Ant Group อีกหนึ่งยักษ์ใหญ่ในเครือ Alibaba
หลายคนคงเคยได้ยินชื่อ Ant Group บริษัทหนึ่งในอาณาจักรยักษ์ใหญ่ของเครือ Alibaba ซึ่งดูอย่างผิวเผินอาจจะเป็นเพียงแค่บริษัท Fintech ธรรมดา...

Meemi O.
Nov 17, 20202 min read


Ant Group (Part 7) - Decoding the Success of a Miniscule Behemoth (Insurance Markets Edition)
In Part 7 of the Ant Group series, we provide a backdrop of China's insurance markets and discuss the factors that precipitated Ant to...

Meemi O.
Nov 11, 20209 min read


Ant Group (Part 6) - Decoding the Success of a Miniscule Behemoth (Investment Markets Edition B)
This is a continuation from Part 5 of the Ant series, where we explored China's investment markets and analyzed the factors that...

Meemi O.
Nov 2, 20207 min read


Ant Group (Part 5) - Decoding the Success of a Miniscule Behemoth (Investment Markets Edition A)
In Parts 3 and 4 of the Ant Group series, we discussed the market structure and trends of the Chinese consumer and SMB credit markets...

Meemi O.
Nov 2, 20207 min read


Ant Group (Part 4) - Decoding the Success of a Miniscule Behemoth (Consumer Credit Edition)
Previously in Part 3, we provided an overview of the Chinese SMB credit market and discussed the factors that led Ant to succeed and...

Meemi O.
Oct 23, 20207 min read


Ant Group (Part 3) - Decoding the Success of a Miniscule Behemoth (SMB Credit Edition)
Part 1 of our Ant Group series introduced the company's primary lines of business with a brief explanation as to why those lines of...

Meemi O.
Oct 18, 20207 min read
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