China Distressed Assets on Taobao
About a year and a half ago, many of the major business media (Financial Times, Wall Street Journal, and Bloomberg) reported on the sale of Chinese...
726 Views
Labor Disputes at the Chinese Airlines
Unbeknownst to the flying public, the Chinese aviation industry is facing labor disputes, particularly from their  pilots, according to a recent...
712 Views
Victory Giant A/H Trading - Set of an AI Pop, Strong Institutional Demand
Victory Giant Technology -A (300476 CH) (VG) raise around US$2.9bn in its H-share listing. In this note, we talk about the trading dynamics.
420 Views
China's Economic Work Conference & Its Courts
Illustrating the integration of China's court system with the operation of the Communist Party, the day after the Communist Party Central...
617 Views
China Business Observations: Why Uber "Failed" And Humans Are a Commodity (Episode 1)
My theory is that Uber failed in China not because its technology is not advanced. Rather, it failed because it entered a saturated market. As an...
440 Views