The Wuhan-Paris Axis: How Stellantis Rewrites the Transatlantic EV Playbook Part I Three Things to Know • Stellantis is turning its Wuhan joint venture into an engineering classroom — European engineers are learning Chinese EV platform development firsthand. • The deal repurposes idle European factories (Rennes, Zaragoza) to assemble Dongfeng-derived models, bypassing EU anti-subsidy duties. … Read more
Trump, the Nation Builder: How an Accidental Architect Built the Nation of Engineers As Air Force One touches down in a self-assured Beijing this May 14th, 2026, a curious moniker echoes across the Chinese internet: Chuan Jianguo (川建国)—or “Trump, the Nation Builder”. It is a title born of exquisite geopolitical irony. To the Chinese public, … Read more
The AI Dove of East Asia Make love(AI), not war. 🕊️ Did you know that in Chinese, Japanese, and Korean, the pronunciation of the word for “love” is “ai”? It is a poetic coincidence that this shared linguistic heritage perfectly mirrors the acronym for Artificial Intelligence. Perhaps this is a sign that AI could be … Read more
Fast Food, Stale Analysis: The Truth Behind Why China’s KFC Tastes Better It is genuinely amusing to read recent coverage in The Economist detailing the rapid expansion of Western fast-food giants like McDonald’s and KFC into China’s rural towns and lower-tier cities. The prevailing narrative spun by featured financial analysts and market observers is one … Read more
It is not outsourcing. How open weight Chinese AI is silently rewriting the US job market. There is a popular narrative that the recent wave of tech layoffs in the US is simply a cycle of overhiring. However, looking closely at the data from API aggregators like OpenRouter tells a much more structural story. I … Read more
Before Xi Jinping became China’s president, his fellow Tsinghua University alumni were certainly successful, but they weren’t exactly the undisputed kings of the billionaire rankings. Recently, however, the narrative has shifted dramatically. A highly concentrated group of nine companies, all originating from Tsinghua’s alumni networks and faculties, have either achieved unicorn status or gone public. … Read more
The Yangtze’s new motor city How Wuhan, a metropolis nearly 1,000 kilometres from the ocean, is reshaping the global trade in automobiles. To gaze upon the muddy waters of the Yangtze as it winds through Wuhan is to look at the undisputed industrial heartland of inland China. Located roughly 1,000 kilometres from the nearest coastline, … Read more
Hong Kong, the unexpected winner of the Iran War As missiles rain on the Gulf, something else entirely is skyrocketing in a familiar safe harbour. By Jaime Xiao As Iranian and Israeli missiles illuminate the night skies over the Middle East, the ensuing panic in global energy markets has triggered a ferocious, structurally permanent pivot … Read more
The Mathematical Illusion of “Aiming Higher”: Why China’s Sub-5% Growth is a Structural Certainty The shift from demographic dividend to intelligent capital: Automation is the necessary macroeconomic response to a shrinking workforce. The Economist recently published a critique of the Chinese government’s 2026 Government Work Report, arguing that policymakers are “dangerously rooted in the past” … Read more
The Engine Room of a New Empire: How Hong Kong Financed China’s Motoring Revolution Three years ago, during the Chinese New Year, I stood in a remarkably quiet Hong Kong. The city was only just emerging from the long shadow of pandemic isolation. The streets were subdued, the entrepreneurial hum was muted, and the eerie … Read more