CHINA BULLETIN: China Economy Off to Strong Start in 2024
In this week’s issue GDP booms, WhatsApp gets the boot and a liquor bubble pops. On a scale of 1 to 100, we give the week a 50 for offshore-listed…
Lenovo caught in a ‘Thucydides Trap’ between an old power and a rising one?
A Newsweek article from last year, which attracted recent attention after being cited in a new article by BusinessWeek, quoted a research group saying the company’s PCs could pose a…
PODCAST: China kills a global chip deal, and a leading bubble tea maker goes to London
China has vetoed the purchase of Tower Semiconductor by Intel. And bubble tea maker HeyTea has opened its first store in London.
CHINA BULLETIN: Central Bank Scramble
In this week’s issue surprise interest rate cuts, vanishing youth unemployment and Tyson scurries out of China. On a scale of 1 to 100, we give the week a 35…
With No Chips to Play Against U.S. Sanctions, SMIC’s Margins Tumble
China’s leading semiconductor firm reported disappointing fourth-quarter results and warned its revenue will fall this year as it suffers under the weight of U.S. sanctionsKey Takeaways:SMIC reported sequential revenue and…
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