Shanghai-based business analyst Shaun Rein, author of The Split: Finding the Opportunities in China’s Economy in the New World Order,  dives into the upheaval in the Middle East and explains how a possible US financial crisis could make China the world’s largest economy, as he tells in a discussion with David Lin. Chinese feel Trump is the best thing that could happen to China, he adds.Read More →

Chinese chip firm Montage Technology soared 64% in its Hong Kong IPO debut. Financial analyst Winston Ma, an adjunct professor at NYU School of Law and former head of North America for CIC, China’s sovereign wealth fund, explains how US efforts to curtail Chinese semiconductor and AI firms helped them in the current boost, he tells Business Times. “The strong lineup of global cornerstone buyers suggests that Chinese AI-related IPOs are attracting institutional investors back to the HKEX market again,” he saysRead More →

On January 19, the Hurun Research Institute released the ‘2025 Hurun China Top 50 Artificial Intelligence Enterprises’ report, showing a firm rise for the country’s AI companies, including Cambricon Technologies, Moore Threads, and Muxi. Rupert Hoogewerf, Chairman and Chief Research Officer of Hurun Report, points at the US export controls as the main reason for the change, according to Futubill.Read More →

Heytea started in 2012 as a premium tea brand, but it has since become entangled in the China tea wars, following a trend to go cheap. Consumer experts Ashley Dudarenok and Arnold Ma are two of a range of experts figuring out whether Heytea can survive in Campaign Asia. will international growth offset China’s quality challenges?Read More →

Leading China economist Arthur Kroeber, author of China’s Economy: What Everyone Needs to Know®, looks at what is known about the upcoming 15th 5-year plan, bound to be approved by the National People’s Congress in March 2026. Most of the known information suggests no major changes, with an ongoing focus on manufacturing rather than consumption, as in the past, he tells Keith Yap in the Front Row Podcast.Read More →

Shanghai-based business analyst Shaun Rein, author of  The Split: Finding the Opportunities in China’s Economy in the New World Order,  explains why China is winning the trade war with the US and has been preparing for a new exchange with the US over the past seven years, he tells at WTFinance.  Read More →

Technically, the trade talks between China and the US, and even meetings between Xi and Trump, are on the agenda, but the US has quietly curtailed US exports to China in September, says business analyst Arthur Kroeber in the South China Morning Post. The ramifications of the US rule change became vividly apparent on September 30, when the Dutch government seized control of the chip firm Nexperia.Read More →

Marketing guru Ashley Dudarenok dives into China’s B2B marketplaces and their latest key trends, including the top-10 platforms trying to get hold of the global market, at her website Chozan. “Trust is becoming a brand asset. Alibaba’s Trade Assurance, DHgate’s escrow, and Yiwugo’s secure payments provide buyers with additional protection. Video reviews, verified supplier programs, and standardization efforts help reduce fraud while ensuring shipments clear customs smoothly,” she writes.Read More →

Financial and political analyst Victor Shih, author of Factions and Finance in China: Elite Conflict and Inflation, discusses the current state of China’s real estate and why it has taken so long for China’s leadership to deal with this crisis. The bottoming-out process of the industry is not yet complete, he says at TaiwanPlus.Read More →