Beyond US China Decoupling, Self Reliance Becomes A Global Movement

A recent visit to Mianyang, the second largest city in Sichuan, reveals a place rich with history yet often overlooked outside China. Just 90 minutes from Chengdu, Mianyang is home to one of the country’s densest concentrations of scientists. This identity traces back

Is an AI driven data centre bubble forming? Asia signals a different trend

As global markets continue navigating economic uncertainties one issue has moved to the centre of investor debate. Concerns about an artificial intelligence investment bubble are now overshadowing earlier worries about trade tensions and inflation. The rapid rise in spending on computing infrastructure combined

China’s Semiconductor Strategy: Long-Term Implications

Semiconductors are a foundational element of modern technology, underpinning industries ranging from consumer electronics and automotive systems to artificial intelligence and industrial automation. China has identified semiconductor self-reliance as a strategic priority, implementing policies to bolster domestic production, R&D, and global competitiveness. The

Infrastructure Financing in China: Strategic Insights for Emerging Projects

Infrastructure financing remains a critical pillar for China’s economic growth, facilitating transportation networks, energy projects, and urban development. Recent innovations in digital finance and blockchain technology are reshaping the way infrastructure projects are funded, tracked, and monitored. Investors, policymakers, and project developers are

Fintech Trends: What Analysts Are Watching

China’s fintech sector remains one of the fastest-growing and most dynamic industries in the global financial landscape. Driven by technology innovation, supportive policy frameworks, and changing consumer behavior, fintech in China spans digital payments, lending platforms, wealth management, blockchain applications, and regulatory technology.

China’s EV Industry: Policy and Market Outlook

China’s electric vehicle (EV) industry has emerged as a global leader in production, technological innovation, and market adoption. Government policies, industrial investment, and consumer demand have fueled rapid growth in both domestic and international markets. The industry’s trajectory is shaped by policy incentives,

Balancing Innovation and Risk in China’s AI Sector

China’s artificial intelligence (AI) sector has grown at an unprecedented pace, driven by government policies, research investment, and an entrepreneurial ecosystem focused on innovation. The sector spans applications from healthcare and autonomous vehicles to industrial automation and financial services. While rapid innovation has