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Jaime Xiao on Hefei — the city that turned other people’s rubbish bins into a RMB 3.3 trillion memory empire. CXMT’s STAR Market debut opened up 471.6%, past ICBC to top the A-share table. But the real story is seventeen years of buying distressed assets at scrap value: BOE in 2008, Qimonda’s abandoned DRAM patents … Read more
Jaime Xiao on why Huawei — not BYD — is Toyota’s real existential threat, and why the smart-EV clock (eighteen-month generations) beats the Corolla’s eight-year cadence. Embedded below. Embedded from Jaime Xiao’s LinkedIn feed.
Jaime Xiao on why Dario Amodei’s opposition to an open-weights ban is the quieter danger — the safety-testing regime he proposes binds everyone on paper, but never touches China. Embedded below. Embedded from Jaime Xiao’s LinkedIn feed.
Jaime Xiao’s takedown of the “Chinese EVs aren’t as cheap as they look” maths — the depreciation curves are computed in the rear-view mirror. Embedded below. Embedded from Jaime Xiao\’s LinkedIn feed.
ChangXin Memory Technologies, Inc. (CXMT) listed on Shanghai’s STAR Market this morning. Open: RMB 49.50 against an offer price of 8.66. Up 471.6%. Market value: RMB 3.3 trillion, straight past ICBC to the top of the A-share table. The biggest winner is the city of Hefei. Its state funds hold more than a third of … Read more
IF DEMOGRAPHY IS DESTINY, then the recent headlines from Beijing read like a eulogy. China’s population has fallen for two consecutive years, shedding millions of citizens in a statistical retreat that Western observers often mistake for an economic surrender. The logic is seductive in its simplicity: fewer workers mean lower growth, collapsing pensions, and the … Read more
Part II of How Stellantis Rewrites the Transatlantic EV Playbook In Part I, we mapped the Wuhan-Paris axis — a dual arbitrage allowing Stellantis to shore up its European defences using Chinese engineering. That was the dress rehearsal. The ultimate prize lies across the Atlantic, where Detroit continues to slumber inside its tariff-protected greenhouse. Stellantis … Read more
Stephen Curry just pulled off the most strategically brilliant move of his career—and it didn’t happen on a basketball court. On June 2, 2026, Curry announced a landmark 10-year partnership with Li-Ning, reportedly worth north of $400 million. But calling this a “shoe deal” misses the point entirely. This is an empire-building move that positions … 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
If you want to understand the shifting tectonic plates of the global economy, you could read the latest policy white papers out of Washington, or you could simply look at the photograph of Friedrich Merz in Hangzhou. There stood the German Chancellor—a politician whose brand is practically forged from stern Atlanticist rigour and conservative economic … Read more