China Research
China market intelligence
AI-powered intelligence for China markets — A-shares, PBOC policy, property and tech.
Desks covering China
📊 Weekly briefings
All briefings →Sat · 11:45 PM
Foreign Brands Double Down on China Despite Fierce Local Competition
Premium foreign brands including Alo Yoga, Texas Chicken, and Clive Christian are entering China's consumer market, targeting niches that avoid direct competition with entrenched domestic players.
May 11
US Stocks at Record Highs Spark Global Asset Allocation Debate
The Quick Take * US equities regained momentum amid easing Middle East tensions, pushing stocks to record highs * Flow data remained inconclusive — no decisive capital rotation away from Asia detected yet * Investment advisers and fund managers say global investors are reassessing asset allocations * Whether global capital continues rotating back to US or stays diversified remains an open question * Asia markets face potential headwinds if sustained US equity outperformance draws capital r
Apr 29
DeepSeek CEO Liang Wenfeng absent over a year as V4 launch raises governance questions
The Quick Take * DeepSeek CEO Liang Wenfeng has not made a public appearance in over a year, raising leadership transparency concerns * DeepSeek's latest V4 model launched via Huawei Technologies collaboration at reportedly remarkably low prices * No market price movement data available; story centres on governance opacity at the Hangzhou-based AI start-up * A potential new DeepSeek spokesman is reportedly emerging, though no official confirmation has been made * DeepSeek's Huawei tie-up s
Apr 28
ASEAN Nations Scramble for Russian Oil Amid Strait of Hormuz Crisis
The Quick Take * Southeast Asian governments are sourcing Russian oil & gas to offset fuel shortages caused by Strait of Hormuz disruptions * The Hormuz chokehold has sent regional energy prices higher, forcing import-dependent ASEAN states beyond usual suppliers * Analysts warn Moscow may leverage emergency energy role to build longer-term geopolitical influence across ASEAN * Key question ahead: whether Russia can convert short-term supply relationships into durable strategic partnerships
Apr 28
Chinese Supercomputers Solve Yellowstone Volcanic Plumbing Mystery
The Quick Take * Chinese researchers used supercomputers to determine tectonic forces — not magma pressure — opened Yellowstone's magma channels * Yellowstone is the world's largest active volcanic system; its eruptions are hundreds of times more powerful than Vesuvius * Finding settles a decades-long scientific dispute on what drives Yellowstone's underground magma system * Research signals growing Chinese supercomputing capability applied to geoscience and global natural disaster modeling
Apr 28
Hong Kong completes first green methanol bunkering op, eyes blue economy pivot
The Quick Take * Hong Kong completed its first green methanol bunkering operation last month, marking a decarbonisation milestone * No immediate stock or price movement data reported; story is strategic/policy in nature * No analyst or institutional investor response cited; coverage is opinion/editorial from SCMP * Hong Kong signals intent to remain relevant in global shipping as maritime sector accelerates clean fuel transition * Blue economy — sustainable use of ocean resources — is gain
💼 Earnings & corporate
More →Meituan's $1 Billion AI and Robotics Investment Windfall Offsets Quarterly Loss as Zhipu AI Stakes Surge
Jun 3, 2026
Dycom Posts $4.42 EPS on $2B Revenue and Damai Entertainment Surges 94 Percent Profit in Dual Earnings Beat
May 29, 2026
Cambricon Hits Record 1,435 Yuan With 900 Billion Yuan Market Cap as Huawei's Tau Law Sparks Debate
May 25, 2026
NetEase Q1 Revenue Reaches $4.31 Billion as 'Where Winds Meet' Surges on Steam Global Charts
May 22, 2026
NVIDIA Q1 FY27 Revenue Hits $81.6B as Data Center Surges 92% in AI Inference Boom
May 21, 2026
🏛️ Macro & policy
More →US-China Biotech Deal Flow Faces Geopolitical Headwinds as Washington Targets Investment Links
Jun 21, 2026
Energy Security Fears Drive 25 GWh Global Order Surge for Chinese Storage Firms
Jun 21, 2026
Foreign Brands Double Down on China Despite Fierce Local Competition
Jun 20, 2026
China Unveils Anti-Sanctions Finance Tools and Yuan Push at Top Financial Conference
Jun 19, 2026
Hong Kong Sets August 3 Launch for Offshore Yuan Bond Futures on HKEX
Jun 19, 2026
China News
Top Movers
Earnings Calendar
Economic Calendar