-
Tencent and Alibaba: The AI Funding Test
Alibaba and Tencent are both ramping AI investment, but their ability to fund the transition differs materially. The divergence traces back to their core businesses……..
-
Raising a Lobster: How OpenClaw Reshapes China’s AI Market
Chinese hyperscalers like Tencent and Alibaba are actively promoting OpenClaw‑style autonomous agents, potentially converting users into recurring, high‑volume cloud customers and locking in steady API/token revenue in the long run……
-
JD.com Disrupts European Delivery: The Last‑Mile Shakeup
For many, Chinese cross border platforms like Temu and Shein mean bargains with long delivery times and limited sales support as the trade off. But the reality looks very different……….
-
Cheung Kong’s British Blueprint: The Art of the Deal in UK Infrastructure
The market often assumes that Hong Kong’s Cheung Kong Group has transitioned into a passive asset holder. However, the conglomerate maintains a highly active business model with a strong connection to the UK ……..
-
China’s Win in Home Appliances: Bought the Pyramid
The appliance market looks full of choice but the market has flipped. Chinese firms (Haier, Midea) have absorbed legacy badges (GE, Toshiba, Fisher & Paykel), leaving Korean players (Samsung, LG) to defend premium ground…………..
-
The Fall of Sony TV and TCL’s “Intel Inside” Victory
In Currys or John Lewis, you might see a 75″ Sony Bravia at £1,499 and a TCL at £899. Shoppers assume the £600 buys superior hardware, but both likely use the same Chinese panels — that £600 is mostly a brand premium: the “logo tax”…….
-
Ahead of Google: Alibaba’s Edge in the Super AI Agent Race
While Google is still trying to tackle the API walls created by a fragmented industry, Alibaba has already showcased its Qwen AI agent, which delivers seamless AI shopping across online retail, food delivery and travel………
-
China Internet: The Late Tuition Bill
The Trip.com probe is a delayed normalization of legacy practices, not a return to the 2020–22 era. Trip.com is paying the same “tuition” its peers already settled…..
-
BYD’s Silent Partners: How UK Dealers Delivered the Win?
In 2025, BYD surpassed Tesla in UK sales and market share. Markets framed the contest around technology and price, but they overlooked a crucial factor……..
-
The London Robotaxi: Why Uber & Lyft Are Betting on Baidu?
Uber’s and Lyft’s London partnership validates Baidu’s low-cost edge in Robotaxi. Our analysis reveals a valuation anomaly pricing Apollo at just ~7 cents on the dollar compared to Waymo….
-
Hong Kong Equity Market—The Comeback Kid (2/2)
The 2026 market backdrop looks largely constructive. AI, internet, semiconductors, and emerging technologies such as autonomous driving and robotics should continue to be key areas of attention………
-
Hong Kong Equity Market– The Comeback Kid (1/2)
The Hong Kong stock market experienced a bull run in 2025, with HSI outperforming DJI and Nasdaq. Tencent, Baidu, and Alibaba outperformed Nvidia, Microsoft, and Meta……….
-
CATL: The Global Battery King
Contemporary Amperex Technology (CATL, 3750 HK) is the world’s biggest maker of batteries for electric vehicles (EVs) and energy storage systems (ESS). Its size in both markets gives it clear advantages and makes it hard for rivals to catch up………
-
JD.com’s Joybuy Rollout—Quiet Debut, Big Implications
JD’s Joybuy soft‑launch in the UK is a reminder that logistics remain a powerful competitive moat in e‑commerce—and that scale without fulfillment rarely wins the long game……..
-
Alibaba’s Balancing Act
The Qwen‑powered AI business is filling the glass faster but heavy price competition in e‑commerce is tipping the cup and leaking margin……