Investor Insights Asia

Trends in education consumption and China's after-school education industry with nationwide, urban vs. rural, and city-level analysis.

Context and summary of the Chinese education landscape, and snapshot of the ten largest and most well-known education companies.

China's new K-12 education reforms and how they impact the private education industry (e.g. Gaotu Techedu, New Oriental Edu, TAL)

Key events and the underlying legal and political backdrop behind the national security conflict that precipitated DiDi's app ban.

An overview of Pinduoduo's history, business initiatives and strategies, and performance summary.

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

An overview including corporate history, business segments and model, and key financial statistics for the JD ecosystem.

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...

Previously in Part 1, we provided background information on Danke's history and business model. In this second installment of the Danke...

Note: this article is continually updated to capture the business landscape, and regulatory and company evolution of China's fintech...

Danke ("dahn-keh" - pronounced similarly to the German word for thank you), full name Phoenix Tree Holding Limited (Chinese: 蛋壳公寓) (NYSE:...

In early November 2020, China's State Administration for Market Regulation published a draft of new anti-trust guidelines aimed at...

Large internet companies such as Alibaba Group, Tencent, and JD, played a crucial role in driving the Chinese economy, especially during...

The Shanghai Stock Exchange Science and Technology Innovation Board (the "STAR Market") was founded in July 2019 as a board listed on the...

China has made the global financial headlines during the past few months for its development of a digital currency - the digital yuan. In...

In this article, we provide an introduction and quick overview of China's fixed income markets. Whilst many foreign investors have been...

Currently, only foreign institutional (rather than retail) investors can invest directly in Chinese government bonds, the mechanisms of...

Currently, only foreign institutional (rather than retail) investors can invest directly in Chinese government bonds, the mechanisms of...

In this article, we provide an overview of the four programs that foreign investors can use to invest in the Chinese fixed income...

On November 2nd, 2020, the Chinese Banking and Insurance Regulatory Commission published a draft of new rules concerning online...