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The Era of Alt Data is Upon Us (Again)
As more and more data is restricted or disappearing we're entering a new era for the use of alternative data in investment decisions, but this time it's…
Aug 16, 2023
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Fredrik Öqvist
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The Era of Alt Data is Upon Us (Again)
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May 2023
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.
May 12, 2023
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Fredrik Öqvist
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The China PCAOB audit: The Bad, The Good, and What to Actually Worry About
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April 2023
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…
Apr 12, 2023
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Fredrik Öqvist
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Early Winners of China's New AI Regulations
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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…
Apr 10, 2023
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Fredrik Öqvist
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The Chinese Tech Innovation Sweeping Southeast Asia: VIEs
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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…
Apr 3, 2023
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Fredrik Öqvist
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Why Tencent’s Golden Share Arrangements Could Be Worse for Investors Than Alibaba’s
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March 2023
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…
Mar 30, 2023
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Fredrik Öqvist
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Zhang Yiming transfers stake in Bytedance’s mainland assets
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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…
Mar 29, 2023
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Fredrik Öqvist
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Alibaba’s spinoffs: more clarity, more complexity
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August 2022
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…
Aug 30, 2022
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Fredrik Öqvist
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The China PCAOB Audits: Neither Dead nor Done
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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…
Aug 22, 2022
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Fredrik Öqvist
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Is your VIE structure HK compliant?
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Time to prepare for a PCAOB no-deal
With the recent decision by numerous large Chinese SOEs to effectively end their time on the US markets, the writing seems to be on the wall for a deal…
Aug 15, 2022
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Fredrik Öqvist
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Time to prepare for a PCAOB no-deal
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September 2021
No, China has not stopped investments into VIEs
They appear to have stopped companies creating offshore listing structures, which is an entirely different and potentially broader problem.
Sep 6, 2021
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Fredrik Öqvist
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No, China has not stopped investments into VIEs
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August 2021
VIEs as Control Mechanisms
As the new age of regulation sweeps over the Chinese business landscape, VIEs are likely to take a central role in how the government asserts control…
Aug 23, 2021
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Fredrik Öqvist
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VIEs as Control Mechanisms
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