Research
China Big Tech Crackdown Winners 2021
This report explores China's evolving regulatory environment and identifies 10 companies winning from the state's antitrust push. Compared with Big Techs, such as Tencent, Alibaba and Meituan, these niche players are more agile and capable of altering their business models based on the changing consumer needs, the rising tide of downstream demand and the appearance of new technologies.
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In depth
From GDP Per Capita of USD 10K to 20K: Investment Opportunities in China
A USD 10,000 GDP per capita growth means more than a figure increase. We believe the rising trend will not stop, and during which great opportunities in the major consumption sector are worth to investigate.
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Research
The Star Market Overview 1Q 2021
This is EqualOcean's sixth quarterly overview of the Star Market. We adhere to the same structure in our previous paper. The first chapter will be heavily data-based. The second part will describe regulatory shifts and other narratives to inform readers regarding China's financial market. The third part will analyze three top-performing newly-listed companies of the Star Market.
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- 1
China Big Tech Crackdown Winners 2021
This report explores China's evolving regulatory environment and identifies 10 companies winning from the state's antitrust push. Compared with Big Techs, such as Tencent, Alibaba and Meituan, these niche players are more agile and capable of altering their business models based on the changing consumer needs, the rising tide of downstream demand and the appearance of new technologies.
- 2
From GDP Per Capita of USD 10K to 20K: Investment Opportunities in China
A USD 10,000 GDP per capita growth means more than a figure increase. We believe the rising trend will not stop, and during which great opportunities in the major consumption sector are worth to investigate.
- 3
China UMS Might Be the Biggest Winner of New Tech Regulations
The third-party payment market is poised to be reformed, and China UMS – which owns only 7% of it – is expected to bite off a lot more.
- 4
The Star Market Overview 1Q 2021
This is EqualOcean's sixth quarterly overview of the Star Market. We adhere to the same structure in our previous paper. The first chapter will be heavily data-based. The second part will describe regulatory shifts and other narratives to inform readers regarding China's financial market. The third part will analyze three top-performing newly-listed companies of the Star Market.
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EqualOcean is an information service provider and investment research company that aims to become a global platform for industrial innovation. Founded in February 2014 and headquartered in Beijing, with a client network covering over 50 countries, the firm provides comprehensive professional services, including industry research, investment analysis, innovation consulting, data products, corporate branding and international strategy.