China Internet: Hogs or Horses?

The number one rule of doing business in China is that you need to follow the leader. Not anyone, not even Jack Ma, is exempt. This should have been the single clearest message from the Alibaba debacle last year.

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A Durian Discount For a Baby?

On the day the Chinese government announced that families would be able to have 3 children instead of two, many childcare/fertility related stocks jumped in hopes of a higher birthrate. If only it were that easy. The hangover of many years of one-child policies linger in the ultra competitiveness of Chinese parenting, leading to a social malaise known as involution.

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