Is the market underestimating China’s AI potential?
While Chinese equities have lagged other emerging markets recently, a powerful innovation ecosystem is accelerating beneath the surface. From the…
24/09/26
Location Hong Kong
Joined 2012
While Chinese equities have lagged other emerging markets recently, a powerful innovation ecosystem is accelerating beneath the surface. From the…
24/09/26
In today’s global artificial intelligence (AI) industry, the US leads in frontier models and accelerator design, Taiwan manufactures the most…
02/07/26
China enters 2026 – the Year of the Horse – on a firm footing after a notable rebound in 2025.…
15/12/25
We see corporate governance in China entering a new era. China’s corporate governance reform, led by the State Council, stands…
22/10/25
While developments in the Chinese economy are not rosy, they are not as bleak as some make them out to…
12/02/24
Fiscal stimulus and a looser monetary policy have improved China’s prospects, but the current slowdown of its economy, rising inflation…
18/10/22