China Economy
China’s Economic Engine Sputters: What a Three-Year Low in Services Means for Global Investors
China’s services activity hit a three-year low and its factory slump persists, signaling a major loss of momentum in its post-Covid economic recovery.
Betting on the Dragon: Why Estée Lauder’s Contrarian China Strategy is a Must-Watch for Investors
Estée Lauder is doubling down on China despite recent troubles, a high-stakes bet that challenges the global trend of de-risking from the region.
Neon Vows: China’s Nightclub Weddings and the Sobering Reality of its Economic Future
China’s recent marriage boom, celebrated in state media, masks a deep demographic crisis with profound implications for its economy, investors, and finance.
The Great China Cash-Out: Deconstructing Starbucks’ $4 Billion Strategic Pivot
Starbucks’ $4bn sale of its China stake marks a major pivot. This analysis explores the competition, economic shifts, and financial strategy behind the deal.
The Dragon’s Grip: Why China’s Social Crackdown is a Critical Red Flag for Global Investors
Beijing’s social crackdowns are more than a human rights issue; they’re a critical risk signal for investors, impacting the economy and global finance.
The Dragon’s Chill: Why China’s Falling Prices Should Concern Every Investor
China’s consumer prices are falling, sparking fears of a deflationary spiral that could stall its economy and send shockwaves through global markets.