New energy faces reckoning as solar makers pivot to AI, Beijing halts battery storage construction
"If they stick with being pure-play, when the cycle turns, they will benefit from that in terms of stock price compared to other companies." — view on the investability of…
Shein’s U.S. buyout hits a political wall, as China’s fintech lenders face ruin
“There’s been a very definite trend of what I would call re-transferring part of the economy from the private sector to the state sector.” — on Beijing’s regulatory retreat from…
China’s state playbook fuels humanoid robot boom, resolves Evergrande crisis
"With things like this in China, there's always an element of surprise to some extent simply because the system is so opaque that nobody knows what's going on." – on…
Bribery arrests and subsidy cuts signal a painful new era for China’s green energy companies
"Inevitably, at some point in time, order had to be restored to that market, and definitely some of the projects have been caught with their pants down." — commenting on…
From microchips to fast food: How Apple and Burger King are adapting to the Chinese market
"As much as the high-tech sector has become national interest in China, the same thing has happened in the U.S." – commenting on perils Apple could face as it explores…
State subsidies and partner panic: What the latest cross-border deals reveal about business in China
From European regulatory scrutiny to sudden licensee changes, multinational deals are facing new tests of trust and transparency Key Takeaways: European regulatory scrutiny over JD.com’s Ceconomy acquisition reflects a new…
Geopolitical tightropes: What Tesla and TAL reveal about a new era of U.S.-China business
A rumored move by Elon Musk and a controversial acquisition by a Chinese education giant are exposing growing regulatory minefields in cross-border commerce Key Takeaways: Elon Musk's rumored plan to…
AI valuations take flight, while China’s low-altitude economy crashes into reality
"It's always all about money. Anything AI requires a tremendous amount of investment." – on Kuaishou’s decision to spin off its Kling AI video unit Rene Vanguestaine Key Takeaways: Kuaishou's…
Navigating China’s gluts: Cheap parcels and plunging pork prices
"Nobody wants to miss the boat and not be able to capitalize or capture part of the growth going forward. This is emblematic of China in just about every type…
Shifting tides for Chinese brands: Transsion stumbles outside Africa and Cafe de Coral turns around
"As Africa develops, the way consumers look at life is very likely aligning more with the way consumers in more developed parts of the world look at life" – on…
A tale of two markets: DSC’s disastrous Nasdaq debut, and Nike’s distribution dilemma
"It's the kind of market that has always promised better tomorrows but has never been able to deliver." – on China’s used-car market Rene Vanguestaine Key Takeaways: DSC's disastrous Nasdaq…
Unintended consequences: China’s EV boom hits highway upkeep, and new risks of data-backed ABS
"EV manufacturers are now vastly more important to the Chinese economy than legacy combustion-engine automakers." – commenting on why Beijing may be reluctant to levy new taxes on electric vehicles…