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 →Sep 15
Zhengzhou Airport Targets Global Top-30 Cargo Rank; China Supercomputing Tops 1.7M Users
Zhengzhou Airport cargo throughput targets global top-30 ranking under China's 15th Five-Year Plan (2026-2030)
Sep 15
China Digital Yuan Forum Convenes at 2026 Beijing Services Trade Fair
Digital Yuan Technology and Application Forum held in Beijing during the 2026 Services Trade Fair
Aug 31
Chinese Tech Giants Pour Trillions Into AI as DeepSeek Plans 1 GW Datacenter After 50B Yuan Raise
DeepSeek raised 50 billion yuan in June 2026 and is building a 1 GW AI datacenter in Inner Mongolia; eight Chinese tech giants are committing trillion-yuan AI investment.
Aug 30
JD.com's US$1.3B Hong Kong Investment Challenges Footfall-Driven Retail Property Values
JD.com has invested over HK$10 billion (US$1.3 billion) in Hong Kong property over the past two years, building stores, warehouses, and logistics assets.
Jun 20
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
💼 Earnings & corporate
More →Mengniu Medical Foods Approved; JiangnanBuyi Profit Up 11.1%; Luckin Secures ~$1B Investment
Sep 12, 2026
Oracle Q1 2027 Revenue Surges 30% to $19.3B as Cloud Infrastructure Grows 121%, AI Contracts Top $30B
Sep 11, 2026
Hon Hai August Revenue Surges 52% to Record NT$921.8B as AI Server Demand Defies Ceiling
Sep 6, 2026
MiniMax Narrows Losses as B2B Enterprise Pivot Drives Citi Buy Rating Despite Accelerating Cash Burn
Aug 30, 2026
China Life Insurance Bancassurance Premiums Rise 12.4% as Individual Channel Pivots to Single-Premium
Aug 30, 2026
🏛️ Macro & policy
More →ShenGu Group's 1,700% IPO Surge on Shanghai Exchange Draws Regulatory Intervention
Sep 24, 2026
Property Prices Near New Huanggang Port Surge as Buyers Chase Dual-City Lifestyle Premium
Sep 20, 2026
ByteDance Spin-Off Anew Labs Raises $290m as China AI Drug Discovery Boom Continues
Sep 19, 2026
Shanghai Healthcare C-Suite Summit Highlights China's Capital Gap from Seed to IPO
Sep 19, 2026
Midland Realty Forecasts Hong Kong Home Prices to Gain 15% in 2026, Remaining 16% Below 2021 Peak
Sep 11, 2026
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