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 dynamic group of companies.

  1. FEB 11

    Alibaba bets on AI chips, as LVMH exits China duty free

    Key Takeaways: Alibaba plans to spin off its T-Head unit for a separate listing amid high market valuations for AI chip makers LVMH is handing over its Greater China duty-free operations to a state-owned enterprise as the sector struggles with declining financials Today 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?

    15 min

  2. FEB 4

    Chinese firms resume global dealmaking, as a top lender stalls

    TCL 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?

    15 min

  3. JAN 28

    Empty towers and full plates: China’s office glut and its dumpling king

    China'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?

    16 min

  4. JAN 21

    China prunes export incentives, as BYD takes global NEV crown

    China 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?

    18 min

  5. JAN 14

    China’s property debt crisis muddles on, as profits evade the pet economy

    Domestic 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

    18 min

  6. JAN 7

    Meta cuts Manus free from China, as regional lender gets premium bailout

    In 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?

    17 min

  7. 12/31/2025

    Regulatory caution dims Hong Kong SPAC outlook, while Chinese tastes drive out foreign brands

    Hong 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?

    14 min

  8. 12/24/2025

    Hong Kong’s IPO rally under scrutiny, as ZTE hits new U.S. headwinds

    Hong 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?

    16 min
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About

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 dynamic group of companies.

Information

  • Creator
    Bamboo Works
  • Years Active
    2022 - 2026
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © Copyright Bamboo Works 2022 All rights reserved.
  • Show Website
    China Inc by BBW