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Chinese policy crosses the Rubicon. What now?
A decisive policy pivot finally got markets excited again about China. But growth will only materialise if policymakers follow through with fiscal firepower.
The Investor's Guide to China podcast: Healthcare
Chinese healthcare is a vast universe, spanning everything from biotech to traditional medicine.
The quiet comeback of two of China’s battered sectors
As policymakers shift their attention to promoting growth, China's online gaming and tutoring sectors are returning to health - in two quite different ways.
China’s AI frenzy: beyond the hype
In China, like elsewhere, the frenzy over artificial intelligence (AI) is now shifting to how to monetise this novel and still imperfect technology.
The Investor's Guide to China podcast: Tech Hardware and the 'Chip War'
Chip shortages at the start of the Covid pandemic threw semiconductors into the limelight. More recently, chips have been the focus of trade tensions.
The Investor's Guide to China podcast: Common Prosperity
The phrase "common prosperity" has certainly been getting a lot of air time recently, both domestically in China as well as around the world.
Metaverse: Does it meta?
The buzz around the “metaverse” has gone into overdrive. But is it all it’s cracked up to be? And does it ‘meta’ for investors?
The Investor's Guide to China podcast: Regulation
How should investors look at a pick-up in regulatory activity that has affected some of China’s biggest and most dynamic companies?
Covid health code reveals China’s big data edge
A key to China’s success in containing the coronavirus, the health code’s propagation evinces a major advantage in big data development.
The Investor's Guide to China podcast: Technology and innovation
"Artificial intelligence and specifically deep learning is where China is going to be the leader," says Senior Technology Analyst Johnny Tseng.
China’s tourists step out again
Over 100 million travellers in China hit the road over the five-day May Day holiday, the first big test for tourism since lockdowns started being lifted.
Outbreak deepens China’s e-commerce push
While the coronavirus threatens to put a dent in China’s overall growth, pockets of the online economy are booming.
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