China Inc by BBW

What's Ahead for China Inc. Under Trump 2.0?

The new U.S. Trump Administration will need to decide whether to continue earlier policies on restricting trade and IPOs by Chinese companies. Will it break with the previous Biden administration on issues like the TikTok ban, or will it get even tougher?

Alibaba's Sun Art Sale, and a China-Kazakhstan Dual Listing

Alibaba has announced a plan to sell its majority stake in Sun Art, operator of the popular RT-Mart supermarket chain. Is this the end for Alibaba's new retail vision combining e-commerce with brick-and-mortar stores? And a mining startup called Jiaxin has unveiled a plan to list shares in both Hong Kong and Kazakhstan, where it's developing a tungsten mine. What sets this venture apart from China's other big listed mining companies?

A Shifting IPO Tide, and China Stocks Get Cold Shoulder in Europe

Chinese companies are increasingly choosing Hong Kong over New York for their offshore listings. What's driving this tide? And some of those same companies that have listed in Europe are finding a lack of interest from investors in Germany, Switzerland and London. Why the cold reception?

Bubble Tea IPOs Come Back, and an Nvidia Supplier Booms

China’s bubble tea IPO ban ends with the resumption of Guming’s Hong Kong listing. What’s changed in the market? And a nuts and bolts maker called ZJK soared on hopes for a deeper Nvidia partnership. Are the company’s big stock gains justified?

GM’s China Charge, and Nvidia’s Antitrust Probe

GM takes a $5 billion charge related to its struggling China business. Where did the auto giant go wrong in the world’s largest car market? And China probes Nvidia for antitrust behavior in a 4-year-old chip acquisition. Is the move politically motivated?

Two IPOs: One in Autonomous Driving and One in Gold

Robotaxi operator Pony.ai has raised more than $400 million in its U.S. IPO. What political risks could it face in the future? And jewelry store operator Mokginran has raised a smaller $67 million with its Hong Kong listing. But will it take a blow from China's cooling appetite for gold?

A McDonald's Valuation Downsize, and New Medical Plan Additions

The value of McDonald's China operation has plunged by more than half in the last year. What's causing the indigestion? And 91 companies get their drugs added to China's national health plan. But are the steep discounts needed to make the cut really worth it?

A Travel IPO and a Plan to Export Used Chinese Cars

A company called Huoli has applied to become China's online travel agent to list in quite some time. Will investors buy into its story, especially as the travel market starts to slow? And auto trader Cango is trying to export used Chinese cars in its pivot from the slowing domestic car market. Will foreign buyers be interested in owning such cars?

China Inc Under Trump, and a Property Developer's Rapid

Donald Trump wasn't too friendly to Chinese companies his first time as president, trying to ban TikTok and delist many firms from Wall Street. Can we expect more of the same in Trump 2.0? And a property developer called CIFI has advanced a plan to reorganize its offshore debt at lightning speed. Could this mark the start of new era for Chinese developers in resolving their huge foreign debt?

CICC Probed by Regulator, and Huawei Trials New Harmony OS

CICC has been fined for its lax due diligence with IPO candidate S2C. Does this signify the start of a new regulatory crackdown? And Huawei beta tests the latest rendition of its Harmony smartphone operating system. Does it have a realistic chance of competing with Apple's iOS and Android?