The Olympics may have been delayed, but we saw a gold medal dive from Luckin Coffee’s shares. Its fraud is a cautionary tale—but about what?
Search results
Posted inHeavy Hitters
INSIGHTS | Is noodle chain the new blue ocean for China tech VCs?
Chinese-style noodle chain restaurants first became tech investor darlings in 2021 when the industry faced tightened regulation.
Posted inThe Numbers
INSIGHTS | Short seller huffs and puffs, but it doesn’t blow Iqiyi down
Iqiyi is no Luckin. While the company has problems, a short report from Wolfpack Research accusing it of overstating users and revenue is not convincing.
Posted inViews
INSIGHTS: Is Luckin’s rushed IPO a path to sustainability or a pig in a poke?
Coffee unicorn’s US listing is a good time to check your FOMO and dig into the numbers
Posted inWith Chinese Characteristics
INSIGHTS | Can superboards save China tech from one-man rule?
Elite boards that can overrule the board of directors are the latest fad in Chinese tech corporate governance.
Posted inOn the Cusp
INSIGHTS | ‘Second landlord’ platforms get tenants in debt to fund growth
China’s second landlord platforms are highly susceptible to downturns. Many have already collapsed—and there’s no guarantee even the largest will survive.
Posted inViews
INSIGHTS | China’s shift to enterprise: a quiet evolution
Business tools aren’t always sexy, but they’re one of the biggest stories shaping up in Chinese tech.
