3 Things About The Latest China Regulations You Have to Know
In my newsletter on Sunday, I broke down Huang Qifan’s thoughts on regulating China's big tech and explained why the property sector is likely to be next in line for regulation.
I have been pouring through many papers and reports issued by the Chinese government on their latest slew of regulations to make an informed decision on whether this is an opportunity to pick up some high-quality Chinese companies or should I be avoiding Chinese companies altogether.
Here are the top three things you have to know about the latest round of regulations:
All platforms must open up! The Ministry of Industry and Information Technology (MIIT) announced that in the next 6 months, they are looking to open up the wall gardens of China's big tech.
Wechat suspended new user registrations?! Tencent cited the reason as “upgrading our security technology” and the news is taken off Chinese media. But I have managed to dig out a document from the Cyberspace Administration of China (CAC) on the matter of protecting minors.
The latest set of after-school tutoring rules indicated that the ultimate intention of these policies is “relieving parental anxiety”. The full set of rules is laid out in my article.
I have translated all these reports (in Chinese), highlighted the key points and provided my insights on what this means for companies in China for all Deep Dive members.
When it comes to investing in China, you have to study the documents laid out by the Government and understand the culture and values of China, which the Western media will not be able to provide.
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