China

Investing in China in the Year of the Horse

Technology and innovation present opportunities while structural reforms create a healthier, innovation-friendly investment environment

A Great Wall Motors Ora EV on display at the Auto Shanghai show last year. In the US, EV sales made up nearly 8% of new car sales in 2025, while China’s share surged above 50%.

As Trump shreds climate rules, China’s emissions start to fall

Chinese leaders envision a future in which clean energy dominates, while the US is betting on a future powered by fossil fuels

The latest economic indicators underscore weak consumer demand as some government stimulus programmes are scaled back, according to Nomura Holdings. 

China’s stock bull run falters with earnings set to underwhelm

Corporate profit pre-announcements have shown a ‘major deterioration’ for the last quarter of 2025: Morgan Stanley

Over the week ending Sunday, China-Thailand routes averaged 148 flights per day, slightly above the same period last year.

Thailand reclaims top spot for Chinese tourists as Japan loses favour

Shifting travel patterns highlight how diplomatic ties, safety perceptions are reshaping spending habits

Chinese market leader Luckin Coffee is considering acquisitions to elevate its international profile and expand in the premium coffee segment.

China is snapping up overseas assets again, from Puma to metals

The turnaround is gathering momentum after a prolonged lull that began in the mid to late 2010s

Many domestic EV-makers have managed to shorten their R&D cycles for new cars to under two years, a production line manager at a carmaker told Caixin.

Chinese automakers’ need for speed comes with a price

Chinese regulators have taken notice of the drawbacks of short R&D cycles

Companies have been eagerly awaiting the guidance so they can make final investment decisions for their installations.

US details new China limits for clean energy tax credits

The restrictions follow an executive order in July signalling stricter limits for the tax credits

Analysts say the involvement of state firms may cushion the pace of further home price falls and ease the drag that the property slump has had on China’s economic growth since 2021.

State firms in China buy foreclosed properties to slow downturn

State-firm purchases can partly compensate for weak private demand and ease supply pressure on prices

China has built about 900 ski resorts and venues, including 66 indoor slopes, largely in the past decade, raising the risk of bringing its consumer price wars to the snow.

China’s ski slopes pull big crowds as Japan tensions run high

Chinese social media has been filled with posts from skiers pivoting to domestic resorts

The global oil market was jolted in January when US forces swooped into Venezuela, seized former President Nicolas Maduro.

China has bought some Venezuelan oil from the US, Chris Wright says

In Asia, several Indian refiners have bought Venezuela’s flagship Merey crude following the US action