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China Inc by Bamboo Works discusses the latest developments on Chinese companies listed in Hong Kong and the United States to drive informed decision-making for investors and others interested in this... more
FAQs about China Inc by BBW:How many episodes does China Inc by BBW have?The podcast currently has 143 episodes available.
March 04, 2026China’s franchising boom cooks up new giants, leaves mid-tier Western chains behindChina'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?...more19minPlay
February 25, 2026Survival and protectionism: Dingdong surrenders to Meituan as India blocks a Chinese buyoutDingdong is abandoning its online grocery cart with a deal to sell its China business to Meituan for $717 million. What's driving its decision? And India has killed a Chinese private equity firm's plan to acquire a European laminations company with an Indian operation. Is geopolitics at play?...more16minPlay
February 11, 2026Alibaba bets on AI chips, as LVMH exits China duty freeKey Takeaways:Alibaba plans to spin off its T-Head unit for a separate listing amid high market valuations for AI chip makersLVMH is handing over its Greater China duty-free operations to a state-owned enterprise as the sector struggles with declining financialsToday we examine two major strategic shifts involving global giants navigating the complex Chinese market. On one hand, we have a push by Alibaba (BABA.US) into the overheated semiconductor sector. Will it be valued as high as China's other AI chip makers? And on the other, a strategic retreat by LVMH (MC.PA) from the Chinese retail travel space. Is this a retreat for LVMH, or is it a strategic reshuffling?...more16minPlay
February 04, 2026Chinese firms resume global dealmaking, as a top lender stallsTCL is taking over Sony's home entertainment brand, while Anta has become Puma's largest shareholder. Is this the start of a new wave of Chinese acquisitions of foreign brands? And China Merchants Bank has reported near-zero profit growth for 2025. What does this leading commercial bank's lack of growth say about the Chinese economy?...more15minPlay
January 28, 2026Empty towers and full plates: China’s office glut and its dumpling kingChina's office market is hugely overbuilt, and yet developers keep buildling. What's ahead for this market? And China's dumpling king, Yuen Kee, is gearing up to list in Hong Kong. Will investor bite, especially in the current slowing consumer market?...more16minPlay
January 21, 2026China prunes export incentives, as BYD takes global NEV crownChina has reduced or killed tax rebates for solar product and EV battery makers. What's driving the decision? And BYD takes the global NEV crown from Tesla. What's behind BYD's success?...more18minPlay
January 14, 2026China’s property debt crisis muddles on, as profits evade the pet economyDomestic investors holding about $500 worth of Vanke bonds have agreed to extend their Dec. 28 maturity date by a month. Why are Vanke and its peers continually turning to this kind of delaying tactic rather than doing bankruptcy reorganizations? And pet hospital operator Ringpai has applied for a Hong Kong IPO, hoping to charm investors on the big growth potential of China's pet market. Why is the company still struggling to make money despite that potential? And ...more19minPlay
January 07, 2026Meta cuts Manus free from China, as regional lender gets premium bailoutIn a landmark validation for Chinese AI, Facebook parent Meta has agreed to buy general AI agent maker Manus. But why is Meta also quite vehement about cutting all of Manus' China ties, both in terms of investors and business activity? And regional Chinese lender Weihai Bank has just received a major cash infusion from its local government in Shandong province. Is this a worrisome sign for investors?...more17minPlay
December 31, 2025Regulatory caution dims Hong Kong SPAC outlook, while Chinese tastes drive out foreign brandsHong Kong has completed just its third listing using a special purpose acquisition company (SPAC) since the program's launch four years ago. Why has uptake been so anemic? And Hong Kong's popular Mannings health and beauty chain is pulling out of Mainland China after more than two decades in the market. Why is it calling it quits?...more14minPlay
December 24, 2025Hong Kong’s IPO rally under scrutiny, as ZTE hits new U.S. headwindsHong Kong's stock regulator has warned IPO underwriters over the declining quality of new listing applications. Is this a red flag for the city's booming IPO market, or just the usual regulatory caution? And the U.S. could fine telecoms equipment maker ZTE $1 billion for bribery in Brazil. Why does Washington think it can force ZTE to pay such a large amount?...more16minPlay
FAQs about China Inc by BBW:How many episodes does China Inc by BBW have?The podcast currently has 143 episodes available.