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The Playbook: Understanding China’s Regulatory Shock Therapy
When an industry becomes too powerful or misaligned, Beijing hits pause—hard. Then it rebuilds.
Sep 25
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China’s Food Delivery War: Meituan, Alibaba, JD, and the Physics of Scale
Meituan, Alibaba, and JD.com are burning billions in China’s instant retail battle — but scale, density, and cross-selling will decide who survives.
Sep 18
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Pinduoduo’s AI Silence Is the Strategy
Why Pinduoduo's AI Playbook Values Efficiency Over Hype
Sep 11
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Alibaba Q2 2025: A New Chapter, or Just Another Shuffle?
Management’s tone shifted. The strategy looks clearer. But the segment reporting still smells fishy, and the real fight may just be starting.
Sep 5
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August 2025
Pinduoduo Q2 2025: Why the Headline Numbers Mislead
From user-first to merchant-first: what it means for margins, Temu, and Maicai
Aug 27
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China’s Robotaxi Race Moves Fast: Latest Developments with Baidu and Pony.ai
A follow-up on my earlier piece: rapid changes, first hand comparisons, and what Baidu’s earnings reveal about its AI ambitions
Aug 22
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Tencent: The Art of Boring Brilliance
Tencent earnings Q2 2025 WeChat ads games cloud AI
Aug 16
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Inside China’s Robotaxi Boom
I rode China’s new wave of robotaxis through storms, night traffic, and crowded streets — here’s what works, what doesn’t, and how fast they might…
Aug 14
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Still Just a Rat in a Cage: Why Analyst Estimates Drive Investors Mad
Why JD, Alibaba, Pinduoduo and others drop after earnings—no matter the result.
Aug 7
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Who Paid for China’s Instant Retail War?
China’s food delivery war exploded in Q2 2025. JD, Alibaba, and Meituan lit billions on fire. Here’s who actually paid—and what comes next.
Aug 3
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July 2025
How to Spot Red Flags in Chinese & HK Markets
AI Prompts to Avoid Value Traps and Streamline Stock Research
Jul 26
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The Most Overlooked Winner in Offshore Oil
Less visible than its Western peers, but structurally far stronger.
Jul 21
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