Nearly 30,000 robovans were deployed across China in 2025, and growth is accelerating fast; JD alone aims to have 1 million robovans by 2030.
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May extended the Chinese economy’s rough patch; the only bright spots were in AI-related sectors.
China invests a lot in R&D, but a disproportionately small amount of its R&D spending goes to basic research.
The US updated its Chinese Military Companies list, adding many big names across a wide range of strategic industries.
Here are my answers to the most common questions raised by clients in our recent meetings.
FAI’s yoy decline was larger if using this year’s nominal figure divided by last year’s figure, as the base was revised down.
Trump maintains near-absolute control over his party, which will likely deter the passage of more China-related bills before Xi’s visit and the midterms.
Video generation is one of the most promising cash-earning businesses for Chinese AI developers.
Beijing has cracked down on offshore brokerages that help mainland nationals flout offshore trading restrictions.
Washington and Beijing agreed to establish a Board of Trade and a Board of Investment during Trump’s visit to China.