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…
Fear of missing out fuels Chinese instant commerce bids, as reality bites Hong Kong AI stock bubble
"There's no way that this acquisition could help them rebuild their image strongly enough that they could eventually do a listing in the U.S." (speaking on why some Hong Kong-listed…
Shifting identities: Shein’s acquisition and Canadian Solar’s return to North America
"There's no way that this acquisition could help them rebuild their image strongly enough that they could eventually do a listing in the U.S." Rene Vanguestaine Key Takeaways: Shein's unlikely…
Why regulating capital and serving burgers are both getting tougher in China
China's move to push out cross-border stock brokers underscores the state's desire to control capital allocation and benefit state-owned enterprises; Wendy's ambitious plan to open 1,000 stores in China faces steep hurdles due to fierce competition and an increasing consumer preference for domestic brands
The global leap: Chinese biopharma, athletic brands dip toes in global waters
"To out-license drugs is a very handy and clever way for a win-win… but in terms of acquiring the businesses, that's going to be really tough." – Bradley Burgess Key…
Beneath the radar: How Chinese solar makers and IPO hopefuls are surviving the turbulent U.S. market
"Ensuring that they have a stake in the ground but being under the radar and waiting and seeing is probably the wisest path." – Bradley Burgess Key Takeaways The Trump…
RedNote separates its China business, while Texas Chicken plots a massive China entry
The social media sensation RedNote is taking steps to separate its China business from its global operations.
How China’s trade surplus is floating Hong Kong equities, even as Western bulls retreat
"The one thing that professional investors or sophisticated investors fear the most is uncertainty." Rene Vanguestaine
China’s NEV slowdown, and a dating app rejects AI
"There is no way all of these companies are sustainable. There is no way they are making profits." Rene Vanguestaine Key Takeaways: The recent contraction in China's overheated new energy…
China’s changing consumer economy: A fintech lending crackdown and a toothpaste IPO
"Young Chinese today think nothing of buying just anything that they need on an app and getting it delivered to their door 30 minutes later." Rene Vanguestaine Key Takeaways: A…
Involution in China consumer market sparks new ‘Races to the bottom’
"This seems like involution taken to a new level, as it's one of the first cases we've seen of a company taking a major step that's almost certain to undermine…
Beijing and Washington squeeze fading market for Chinese IPOs in U.S.
"I think that the regulators and Nasdaq have been asleep at the switch for quite a while." Rene Vanguestaine Key Takeaways: China is aggressively pressing companies to unwind opaque offshore…