Investor Insights Asia

A summary of the Hengda (China Evergrande) conglomerate saga, debt crisis, and thoughts on its future trajectory.

Introducing the Tencent Holdings ecosystem - corporate history, core business segments, and investment portfolio.

Examining what went wrong with China Evergrande Group through instances of corporate governance failures.

A financial analysis of China Evergrande Group including revenue structure, profitability, cash flows, leverage, and liquidity standing.

A business summary and financial analysis of HengTen Networks, a joint venture between Tencent Holdings and China Evergrande Group.

Business model and financial analysis of Evergrande Auto and Healthcare Segment. Will electric vehicles be the way out for Evergrande Group?

An analysis of JD Logistics' business and financial metrics, management's future plans, and trends affecting the company's trajectory.

An overview of JD Logistics' history, business model, industry, and examples of the company's collaborations with enterprise customers.

A comparison of Alibaba, JD, and Pinduoduo based on business model, key e-commerce statistics, financial standing, and future prospects.

A timeline capturing the 20-year evolution and development of China's e-commerce sector, including key players Alibaba, JD, and Pinduoduo.

An overview of key management strategies, overarching growth drivers, and important takeaways on the future of Alibaba Group.

A financial overview of Alibaba Group with key revenue, income, gross merchandise value, and annual active consumer trends and metrics.

An exploration of Alibaba Group's supplementary businesses: cloud computing, digital media and entertainment, and innovation initiatives.

Introducing the history and key operating businesses of the Alibaba ecosystem, along with an exploration of the Alibaba commerce empire.

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

A corporate introduction and comprehensive overview of Evergrande Group, including key subsidiaries, associates, and other businesses.

Definition, explanation, and example of what a valuation-adjusted mechanism/bet-on agreement (对赌协议) is in the Chinese context.

An analysis of Pinduoduo's platform upgrading strategies, monetization rate, and a conclusion of the company's general future prospects.

Analyzing Pinduoduo's future as an agriculture technology platform: strategies, competition, and regulatory and profitability implications.

Pinduoduo's business performance, financial snapshot, and analysis of whether the company's cash-bleeding marketing strategies are working.