China Inc by BBW

Beneath the radar: How Chinese solar makers and IPO hopefuls are surviving the turbulent U.S. market

In this episode, Doug Young and Brad Burgess unpack two major developments shaping the future of Chinese business in the United States.
First, Trump administration's quiet new policies aimed at cutting off subsidies for China-linked solar panels manufactured in the US. With new guidance capping Chinese ownership at 25%, Doug and Brad analyze why industry giants like Jinko are drastically reducing their US stakes to fly under the political radar, and what this means for the global green energy supply chain.
Then, shifting gears to Wall Street to examine a sudden flurry of formal IPO withdrawals by smaller Chinese companies. Are regulators in both Washington and Beijing working to wipe out low-quality "meme stocks" to protect their market reputations? And with Hong Kong emerging as a strong alternative, what will it take for top-tier Chinese companies to return to the US exchanges?
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China Inc. by Bamboo Works discusses the latest business and financial news from China and what it all means. This episode is hosted by Doug Young, Bamboo Works editor in chief, and he's joined by Brad Burgess, who is a reputation management advisor with over two decades of experience protecting and promoting brands and business leaders with a focus on Asia and specialty in China.. 
 
 

RedNote separates its China business, while Texas Chicken plots a massive China entry

Is China becoming an island for user-generated content? This week we explore the geopolitics of social media as Rednote attempts to shield its global business from its Chinese roots.
Then, we head to the drive-thru: Texas Chicken wants to open 600 franchise locations in China. But what does it take to survive in a market dominated by KFC and aggressive homegrown franchisers like Luckin Coffee? 
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China Inc. by Bamboo Works discusses the latest business and financial news from China and what it all means. This episode is hosted by Doug Young, Bamboo Works editor in chief, and he's joined by Rene Vanguestaine, one of Bamboo Works' founding partners who is also a longtime China watcher and former investment banker.

How China’s trade surplus is floating Hong Kong equities, even as Western bulls retreat

Doug and Rene unpack a surprising analysis from Caixin revealing where a massive chunk of China’s $1.2 trillion trade surplus is really ending up — the Hong Kong stock market. They discuss how this influx of cash is helping the market absorb large IPOs, and whether Beijing will eventually step in to reverse the trend.
In the second half of the show, they reflect on the recent passing of celebrity emerging-markets investor Mark Mobius at age 89. Looking back at the golden era of China investing, they discuss why a new generation of "China bulls" isn't stepping up to replace the old guard, why heavy-hitters like Stanley Druckenmiller have abandoned the market, and how government-driven uncertainty continues to scare away Western capital.
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China Inc. by Bamboo Works discusses the latest business and financial news from China and what it all means. This episode is hosted by Doug Young, Bamboo Works editor in chief, and he's joined by Rene Vanguestaine, one of Bamboo Works' founding partners who is also a longtime China watcher and former investment banker.
 

China's NEV slowdown, and a dating app rejects AI

China's new energy vehicle sales plunged 24% in the first quarter. Is this the start of a new trend of sales contraction? And online matchmaker Milian has filed for a Hong Kong IPO. What's the story behind its unusual approach that uses real-life facilitators to act as go-betweens for online daters?
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China Inc. by Bamboo Works discusses the latest business and financial news from China and what it all means. This episode is hosted by Doug Young, Bamboo Works editor in chief, and he's joined by Rene Vanguestaine, one of Bamboo Works' founding partners who is also a longtime China watcher and former investment banker.

China's changing consumer economy: A fintech lending crackdown and a toothpaste IPO

China caps private lender interest rates at 24%. What's behind this latest regulatory crackdown? And an up-and-coming toothpaste maker has filed for a Hong Kong IPO. What's behind the rapid rise of its Canban brand, and what does this say about Chinese consumer brands in general?
 
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China Inc. by Bamboo Works discusses the latest business and financial news from China and what it all means. This episode is hosted by Doug Young, Bamboo Works editor in chief, and he's joined by Rene Vanguestaine, one of Bamboo Works' founding partners who is also a longtime China watcher and former investment banker.

Involution in China consumer market sparks new ‘Races to the bottom’

"This seems like involution taken to a new level, as it's one of the first cases we've seen of a company taking a major step that's almost certain to undermine itself."  – Doug Young
Toymaker Bloks is racing to the bottom of the Chinese toy barrel with its blind box Transformer toys costing just 10 yuan each. Can it make a profit on such low-priced toys?
And KFC has rolled out a new line of pizzas in China also priced quite low, as little as 23 yuan. Does it risk cannibalizing business from sister brand Pizza Hut?
 
 

Beijing and Washington squeeze fading market for Chinese IPOs in U.S.

China's securities regulator is clamping down on offshore corporate registrations and VIE structures by Chinese companies listing in the U.S. and Hong Kong. What does this mean for the companies and their investors? And U.S. politicians are clamping down on "pump-and-dump" Chinese IPOs on Wall Street by going after their boutique investment banks. Will this solve the problem?

China cultivates ‘joy economy’ with new focus on contentment

After years of downplaying the importance of its citizens' emotional well-being, China is showing new interest in the so-called "emotional economy," including a "joy economy" segment where people find small pleasures in things like a cup of bubble tea or a Labubu collectible toy. What's driving Beijing's greater emphasis on this part of the economy now, and is this a new long-term focus?

Brewing consolidation and drilling for growth: China’s coffee and dental sectors face new realities

The controlling stakeholder of Luckin Coffee has purchased the smaller, more upscale Blue Bottle Coffee brand for $400 million. Is a big expansion in the cards for Blue Bottle in China? And dental materials maker Huge Dental has filed to list in Hong Kong. Will it be able to attract investors with its flat-lining revenue growth, especially as stock buyers flock to sexier high-tech companies?

China’s franchising boom cooks up new giants, leaves mid-tier Western chains behind

China's Mixue has overtaken McDonald's as the world's largest F&B chain with 45,000 shops. Is the franchising model behind its growth sustainable? And the owner of the franchisee for the Papa John's and Dairy Queen chains in China is putting the company on the block. Is there a place in China for this type of mid-tier Western chain?