February
Back in favour. Why China’s Xi needs Jack Ma more than ever
The Chinese president’s symbolic handshake this week with exiled billionaire Jack Ma shows Beijing needs tech entrepreneurs to revive the economy.
Investors pump billions into China as DeepSeek unleashes AI bulls
Hedge funds are ramping up exposure to Chinese equities from depressed levels, with mainland investors aggressively buying tech stocks listed in Hong Kong.
Xi hosts China’s tech leaders as US trade war intensifies
The Chinese president met with private-sector technology bosses as Beijing grapples with a slowing economy and escalating tech tensions with Washington.
Why China’s Alibaba has risen from the dead
Alibaba’s shares have surged after it bet big on AI – in a surprise reversal of fortunes for the e-commerce giant, which had fallen out of favour among investors.
Billionaires Altman and Son bet big on each other
Tech entrepreneur Sam Altman and SoftBank’s Masayoshi Son lead talks over a record deal to make the Japanese investor the biggest backer of the ChatGPT-maker.
September 2024
Why it’s dangerous to be super rich in China
The number of billionaires has fallen 35 per cent in China, and corporate leaders may be devaluing their wealth, amid fears the state is targeting the rich.
June 2024
China’s faltering tech giants push workers to the limit
As Chinese technology executives face a new reality of low growth, rising competition and investor apathy, many are making tough demands on staff.
May 2024
Ray Dalio joins billionaires snapping up historic Singapore houses
The Bridgewater Associates founder’s family office has bought two heritage ‘shophouse’ properties for about $28.6 million
February 2024
Alibaba approves another $38b in buybacks after sales slump
The Hangzhou-based group is trying to stage a comeback from years of brutal government punishment and strategic missteps.
October 2023
China puts world’s biggest Apple supplier in its crosshairs
Foxconn founder Terry Gou is testing his long relationship with Beijing as geopolitics reshape supply chains.
Xi tightens financial sector control with new super-regulator
The Central Financial Commission, which President Xi Jinping announced in March, will serve as the de facto watchdog.
Belgium monitors Alibaba hub over ‘espionage’ concerns
European governments have been increasing scrutiny of the alleged security and economic risks posed by Chinese companies.
July 2023
Alibaba’s break-up turned this fundie more bullish
Antipodes’ John Stavliotis says the market environment is an opportunity to buy quality and resilient businesses in China.
Why Xi Jinping needs a plan B for China’s economy
As growth has failed to pick up post-COVID, calls are growing louder for the president to launch a weighty stimulus package.
The super rich are snapping up Tokyo’s new ultra-luxury homes
Tokyo’s luxury apartments are more affordable than comparable cities. A buyer with a million dollars can purchase twice as much prime real estate than in New York.
One man’s fight with China cost investors $1.3 trillion
The $1.5 billion fine that China imposed on Jack Ma’s companies last week is just a tiny amount of the economic pain that Beijing inflicted on investors in Alibaba and Ant.
May 2023
Inside the Bubs board fallout
Bubs co-founder Kristy Carr and former executive chairman Dennis Lin were at an event in China in early April. Days later a board spill erupted. They were out, but tensions had been simmering for some time.
March 2023
Alibaba break-up may serve as China template for Big Tech
The Chinese tech giant addresses two objectives that have eluded many of its rivals: appeasing a distrustful government and investors traumatised by a regulatory crackdown.
China promises Tim Cook, Ray Dalio an open economy
New Premier Li Qiang reassured foreign investors gathered at a Beijing forum of the country’s commitment to opening wider to the outside world.
Jack Ma returns to China to allay private sector fears
China’s new premier has been asking for the return of the country’s best-known entrepreneur, thinking it could help boost business confidence.