China Inc by BBW

China Inc by BBW

By Bamboo WorksBusinessInvesting
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China Inc by BBW episodes

  • Solar Red Ink, and a 'Blind Box' Crackdown

    A growing number of Chinese solar panel makers are falling into the red due to huge overcapacity and resulting price wars. What's needed to bring the industry back to health? And the Xinhua news agency warns against the addictive nature of 'blind box' collectible toys. Does this signal a new government crackdown ahead?

    18 min
  • Sino-Ocean's Bondholder Revolt, and Alibaba's Homecoming

    Bondholders of struggling developer Sino-Ocean have flatly rejected its debt restructuring proposal. Does that spell the end for the company? And Alibaba's shares could become available to Mainland investors as soon as the end of this month. What kind of upside could that bring to the sagging stock?

    14 min
  • Stumbling Luckin, and China's New Export Restrictions

    Luckin's same-store sales and margins plunged in the second quarter. Will it fall into the red under the challenge from upstart rival Cotti Coffee? And China imposes export restrictions on drone components with defense applications. Will that have any impact on the West?

    18 min
  • A Shunned Shein, and Haidilao's Global Expansion

    After getting rejected in the U.S. and hitting headwinds in London, fast fashion sensation Shein may be taking its mega-IPO to Hong Kong. But will investors buy into its profitable but controversial story? And hotpot chain Haidilao steps up its global expansion with spinoffs and separate listings for its Super Hi brand. Will this become China's first overseas restaurant success story?

    21 min
  • China's New Energy Overbuild, and DiDi Back on Growth Track

    China is on track to reach its 2030 goal for solar and wind power installations by the end of this year, and could double the figure by 2030. What's driving this massive new energy buildup? And DiDi is back on a growth track with revenue zooming ahead 15% in the first quarter. Will the company seize the momentum to relaunch its stalled IPO plan?

    20 min

About China Inc by BBW

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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…