China Research
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AI-powered intelligence for China markets — A-shares, PBOC policy, property and tech.
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📊 Weekly briefings
All briefings →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
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 →CATL Launches China's Largest A-Share Buyback After 43.2B Yuan H1 Profit; EV Charging Up 43%
Jul 29, 2026
Samsung Electro-Mechanics Calls Second EGM of 2026 for August 4 Amid China AI Commercialization Surge
Jul 20, 2026
WAIC 2026 Preview: As AI Shifts to ROI Accounting, UBTECH's Humanoid Robot Stumbles Into China's Biggest AI Event
Jul 16, 2026
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
🏛️ Macro & policy
More →Chinese EV Sales Falter in July as Growth Slows and Price War Fears Return
Aug 4, 2026
Hong Kong Launches Chinese Treasury Bond Futures, Advancing Yuan Internationalisation
Aug 4, 2026
Chinese EV Demand Cools as Years of Price War Compression Catches Up With Domestic Market
Aug 3, 2026
China EV Price War Fears Mount as Xpeng, Nio, Li Auto Report July Sales Declines
Aug 3, 2026
HSBC Sells $25B Australian Mortgage Book to Blackstone at Minimal Loss in Asia-Pivot Move
Aug 1, 2026
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