Episodios

  • The Caixin-Sinica Business Brief ep. 248: China's clean car exports surge
    Oct 13 2023

    Four arrested in India on alleged links to Vivo money laundering investigation, Golden Week tourism revenues top pre-pandemic levels, but just barely, and China set to sell a record amount of offshore yuan sovereign debt.

    In addition, Kelsey Cheng talks about Nio's challenges in China's competitive EV market.



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    11 m
  • The Caixin-Sinica Business Brief ep. 247: Corporate America’s optimism about China Is fading
    Sep 22 2023

    This week on the Caixin-Sinica Business Brief:  U.S. firms reported falling optimism for their China operations amid concerns over Sino-U.S. tensions, but many are still planning to boost investment in the country; Chinese steelmakers come out strong despite property slump; and troubled Zhongzhi-linked financial institution asks two state-owned companies to help manage its business.

    Plus, Yukun Zhang joins to talk about local government debt and the proposals being floated to address this potentially dangerous issue. 




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    14 m
  • The Caixin-Sinica Business Brief, ep. 246: The EU announces probe Into Chinese EV subsidies, and Chinese gov denies reports of an iPhone ban
    Sep 15 2023

    This week on the Caixin-Sinica Business Brief: The EU says it will launch an investigation into Chinese subsidies for electric vehicles in a bid to ward off cheap imports, a move Beijing says could negatively impact trade ties. Beijing denies that it has banned Apple iPhones in government agencies. And the PBOC lowers reserve requirement ratios to juice lending.

    In addition, Kelsey Cheng explains what's happening with China's offshore wind sector.



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    15 m
  • The Caixin-Sinica Business Brief, ep. 245: China’s appetite for luxury Is back
    Sep 8 2023

    This week on the Caixin-Sinica Business Brief: China’s retail sales growth may have been weak in the first half of the year, but spending on expensive handbags, clothing, and accessories boomed, earnings reports show. China’s trade data improved in August but economic worries still linger, and Apple stock drops on reports of a Chinese government iPhone ban.

    Plus, Jonathan Breen provides a glimpse into the tiny world of organoids on microscopic chips — and its big potential future.

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    15 m
  • The Caixin-Sinica Business Brief, ep. 244: China’s sweeping property rescue
    Sep 1 2023

    This week on the Caixin-Sinica Business Brief: Beijing launches a sweeping policy package to rescue the property market, China extends income tax breaks for foreigners, AI specialist SenseTime is laying off more workers after another year of red ink, and Evergrande delays offshore debt restructuring votes at last minute.

    Plus, Zhang Yukun joins for a deep-dive into the woes of property giant Country Garden.





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    13 m
  • The Caixin-Sinica Business Brief ep. 243: Senate targets U.S. Investments in China, first U.S. IPO under new listing rules moves a step closer, and Beijing signals relaxation on foreign investment in bad-debt managers
    Jul 28 2023

    This week on the Caixin-Sinica Business Brief: The U.S. Senate targets American investments in China, China’s first U.S. IPO under new listing rules moves a step closer, Beijing plans to relax rules on foreign firms investing in bad-debt managers.



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    13 m
  • The Caixin-Sinica Business Brief ep. 242: Climate talks resume, Tencent allows foreign banks for mobile payments, and Beijing pledges a bigger, better, and stronger private sector
    Jul 21 2023

    This week on the Caixin-Sinica Business brief: WeChat lets users link overseas cards for everyday payments in China, U.S. climate envoy John Kerry visits China Rio Tinto warns of slowing iron ore shipments as China recovery falters, and China vows to create a bigger, better, and stronger private sector.

    In addition, Kelly Wang gives the latest on China's efforts to lower drug prices and the impact it's having on big pharma.


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    13 m
  • The Caixin-Sinica Business Brief, ep. 241: Truce in EV price war, commerce minister courts foreign drugmakers
    Jul 7 2023

    This week on the Caixin-Sinica Business Brief: Tesla and Chinese rivals signal a truce in the EV price war, top property developers see June’s new sales take a dive, and China's commerce minister encourages investment by foreign drugmakers

    In addition, Yukun Zhang discusses the reasons behind China's lackluster credit demand.

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    12 m