Blog
How will the direction of NFTs taken by China shape the Metaverse of the future?
Key Points
- In China, NFTs are viewed differently; where it is the end result derived from cryptography, rather than digital assets meant for trading.
- China sees that the market could
Outlook of China’s economy: Storm looming or clear skies?
Key Points
- China’s positive 2021 performance stands out vs other major economies
- Yet is there significant downward pressure to come?
- Which industries will come out as winners?
The VIE Model – understanding what you are buying when you are investing in Chinese stocks
Key Points
- Understand the key structure that facilitates Chinese companies to raise funds from overseas investors while complying with government regulations
- Has the storm for Chinese
A fool’s guide to China’s 14th 5-Year Plan
Key Points
- The 14th five-year plan (FYP), covering the years 2021 to 2025, was officially endorsed by the National People’s Congress (NPC) on 11 March 2021
- China’s 14th Five-Year Plan
Alibaba or Tencent?
Key Points
- Alibaba vs Tencent, which of the 2 tech giants is the better company?
- Regulators could hamper business operations for both firms
- Alibaba has more impressive historical revenue
Razer Inc: $4.5 Billion Privatisation Deal
SEHK: 1337
Key Points
- On the 16th November it was announced that Razer would go private in a deal estimated to be worth $4.5 billion
- As of 2021 Razer just became profitable and is
Starbucks on the slide in China?
Key Points
- China is the second most important market (19% of all stores) for Starbucks, only behind the US
- During Q4 2021, Starbucks’s China store sales are showing a decrease of 7%.
Sineng Electric: Endless Energy for Limitless Green
300827.SZ
Key Points
- Sineng Electric is in a fast-growing industry and can catapult its way to take advantage of the expansion in the sustainability trend
- Sineng Electric is one of
Tech in China: Flying too close to the Sun?
Key Points
- Tech companies in China have taken major blows as a result of a governmental crackdown in the last 12 months
- Platform companies that dominate the market have received record
Is CATL still a BUY in November 2021?
Key Points
- Tesla began to sign contracts with junior mining companies to build new mining projects that would increase the supply of some critical resources for batteries.
- Tesla wants to
Should you invest in Chinese stocks in 2021? Ray Dalio, Charlie Munger, etc. argue YES
Key Points
- Bear activity in China has been the norm in the past decade
- Due to the huge sell off on Chinese equities caused by regulatory concerns, there are opportunities for investment
Country Garden: The Largest Property Developer in China
2007.HK
Key Points
- Country Gardens is the largest property developer in China focusing on rapidly constructing high-end buildings for the Chinese elite
- The business is supported by
Zai Lab: China’s Next Biotech Superpower?
NASDAQ: ZLAB
Key Points
- Zai Lab is fast becoming the “Gateway to China” for the global biopharma company and offers investors a unique investment opportunity
- The company has four
Shanghai STEP Electric Corporation: Is the Age of Robotics Upon Us?
SHE:002527
Key Points
- Shanghai STEP Electric Corp. is well-positioned to benefit from the robotics industry growth trend and is projected to increase its market share in the coming
51job Inc: $5.7 billion privatization agreement
(Reading time: 31 minutes)
Key Points
- 51Job Inc is a US-listed human resource provider operating in Mainland China and offers recruitment services through several websites and
China Concepts Stocks’ Predicament – The Heat from the ‘DiDi Event’
Key Points
- The so-called ‘DiDi event’ and new private tutoring rules may be the primary reason why SEC now requires China-based operating companies to disclose extra information.
- The
China’s Fintech: 6 Listed Firms Giving Access to Asia’s Most Vibrant Ecosystem
EqualOcean highlights six innovative players operating across a broad swathe of the fintech landscape.
Key Points
- China’s tech giants are now household names, but the country is also
China’s SaaS: An ‘Open Ocean’ Up Ahead
Key Points
- China’s cloud service value chain possesses enormous investment value at different levels
- China’s spending on research and development (R&D) is expected to top with USD 621.5
Trip.com: China’s largest travel platform – Takeoff or crash landing?
NYSE: TCOM
Key Points
- Trip.com is well-positioned as the largest Chinese travel service provider that operates internationally and is projected to benefit from a recovering travel
Selecting Your Chinese NEV Stock: An Ultimate Guide To NIO, XPeng, And Li Auto
XPeng Inc. (XPEV), NIO Inc. (NIO), Li Auto Inc. (LI)
Key Points
- NIO, XPeng, and Li Auto share similar business development trajectories in the Chinese auto market.
- Both top Chinese
A Glance at China’s Changing Consumption Trends through JD.com’s 6.18 Sales
What cosmetics, home appliances and ‘mystery boxes’ tell us about the Asian nation’s evolving consumer habits.
Key Points
- The ‘618’ Shopping Festival, by JD.com, is the second-largest