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
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
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
The Changing of the Guard: How Chinese Marques Conquered 17% of Indonesia’s Car Market in 12 Months The Indonesian automotive landscape is undergoing a seismic shift. If you rewind just twelve months to January 2025, Chinese brands were shifting around 3,000 units, scraping together a mere 5% of the total market . Fast forward to … Read more
The Chinese Invasion The Chinese EVs conquered Australia. Will Britain be next? To see the future of Britain’s roads, look to the Antipodes. The data suggests an historic changing of the guard is imminent: Chinese marques are on course to overtake the established Japanese players by 2027—or perhaps even sooner. Robot Belt Team | London, … Read more
China’s Tech Horizon: Top 10 Developments in AI, EVs, and Robotics 01 Nvidia’s Landmark OpenAI Investment Stalls Negotiations between Nvidia and OpenAI concerning a strategic investment of up to $100 billion have reached an impasse, with core disagreements over valuation and strategic control. The chipmaker’s CEO, Jensen Huang, clarified that the figure was “never a … Read more
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Is Hong Kong Dying? Or is it Rebirthing in Silicon? Why the “Pearl of the Orient” is becoming the “Brain of the Robot Belt” Reports of the city’s demise are exaggerated. For a glimpse of the AI future, watch the 13-minute train. TO THE casual observer, Hong Kong’s recent narrative has been one of slow, … Read more