China Tech Shorts

Home
Notes
Archive
About
The China PCAOB audit: The Bad, The Good, and What to Actually Worry About
The PCAOB found issues, but those probably aren't the ones you should be worrying about.
 • 
Fredrik Öqvist
New
Top
Early Winners of China's New AI Regulations
The new regulations on AI services are out for review. They seem pretty well-designed for China, but look burdensome, and will create winners and…
 • 
Fredrik Öqvist
The Chinese Tech Innovation Sweeping Southeast Asia: VIEs
As tech companies in Southeast Asia seek to emulate the success of their northern counterparts they've started embracing VIEs to help expand in the…
 • 
Fredrik Öqvist
Why Tencent’s Golden Share Arrangements Could Be Worse for Investors Than Alibaba’s
While Alibaba's golden share arrangement was relatively limited, the same is unlikely to be true for Tencent. The company's corporate structure is…
 • 
Fredrik Öqvist
Zhang Yiming transfers stake in Bytedance’s mainland assets
The founder has seemingly transferred his 98.8% stake in the company's main Chinese VIE, raising questions about how the company will align interests…
 • 
Fredrik Öqvist
Alibaba’s spinoffs: more clarity, more complexity
Alibaba's new spinoff plan doesn't actually look that new, and is likely to increase the complexity of one of the worlds most complex corporate…
 • 
Fredrik Öqvist
The China PCAOB Audits: Neither Dead nor Done
After a very long time it appears we finally have a deal between the PCAOB and the CSRC for audit inspections that would allow Chinese companies to stay…
 • 
Fredrik Öqvist
Is your VIE structure HK compliant?
As the trickle of US-listed Chinese companies moving to HK becomes a steady stream some of them might have issues living up to HK guidance on the use of…
 • 
Fredrik Öqvist
China Tech Shorts
China Tech Shorts
Short, focused pieces on Chinese tech companies with a focus on both risks and opportunities
Recommendations
Sinocism
SinocismBill Bishop

China Tech Shorts

AboutArchiveRecommendationsSitemap
© 2023 Fredrik Öqvist
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing