Podcasts about Caixin

Program description: China Business Uncovered takes listeners inside China's business world through the eyes of reporters who investigate it firsthand. Featuring open conversations with Caixin journalists, each episode breaks down the most complex developments inside Chinese companies. Tune in to understand how critical stories are covered, what's really happening beneath the surface, and why it matters for businesses and investors operating in and around China. Recorded in Mandarin and produced in English with the help of AI, China Business Uncovered brings Caixin's in-depth investigative reporting to a global audience. Episode intro: For years, Vanke was seen as one of the best-run developers in China's real estate sector. So, when liquidity pressure began to build around the company, it jolted the market. In this episode, host Han Wei speaks with Caixin senior reporter Chen Bo about her investigative reporting on Vanke's crisis — from mounting debt pressure and state-backed rescue efforts to the complex off-balance-sheet funding network that grew around former president Zhu Jiusheng during the boom years. More importantly, through Vanke, they explore the deeper reckoning underway in China's property market: the sector's biggest risks this year, what tools policymakers still have left, and why many in the industry believe a true market bottom remains elusive. Timestamps: (2:47) From model property developer to liquidity crunch (07:12) Vanke's vast "shadow" financing network (16:12) Who is Zhu Jiusheng? (20:51) Shenzhen's shifting rescue stance (24:03) What Vanke tells us about China's property crisis (27:32) Is China's housing market really bottoming out? (32:19) Reading the latest policy signals This episode of China Business Uncovered was based on this Caixin Global story: In Depth: The Vast Funding Network Outside Vanke Produced by Kelsey Cheng and Du Bohan. Subscribe now to unlock full access to Caixin Global and The Wall Street Journal for $200 a year. Group discounts are available — contact us for a customized plan.

Program description: China Business Uncovered takes listeners inside China's business world through the eyes of reporters who investigate it firsthand. Featuring open conversations with Caixin journalists, each episode breaks down the most complex developments inside Chinese companies. Tune in to understand how critical stories are covered, what's really happening beneath the surface, and why it matters for businesses and investors operating in and around China.  Recorded in Mandarin and produced in English with the help of AI, China Business Uncovered brings Caixin's in-depth investigative reporting to a global audience. Episode intro: With humble beginnings as a textile factory in Shandong, Ruyi dreamed of becoming China's version of LVMH. In this episode of China Business Uncovered, host Kelsey Cheng speaks with reporter Yue Yue about how the company's debt-fueled shopping spree backfired. Chapters: (01:41) From textile mill to "China's LVMH" (06:52) Ruyi's worldwide shopping spree (09:21) Where did Ruyi's money come from (13:15) The 1 euro transfer scandal (18:22) Asset freezes and the larger lesson This episode of China Business Uncovered was recorded in Mandarin and produced in English with the help of AI. Based on this story: In Depth: How Ruyi's 'LVMH of China' Dream Unraveled Subscribe now to unlock full access to Caixin Global and The Wall Street Journal for $200 a year. Group discounts are available — contact us for a customized plan.      

Program description: China Business Uncovered takes listeners inside China's business world through the eyes of reporters who investigate it firsthand. Featuring open conversations with Caixin journalists, each episode breaks down the most complex developments inside Chinese companies. Tune in to understand how critical stories are covered, what's really happening beneath the surface, and why it matters for businesses and investors operating in and around China. Recorded in Mandarin and produced in English with the help of AI, China Business Uncovered brings Caixin's in-depth investigative reporting to a global audience. Episode intro: Across e-commerce, EVs and mining, Brazil is having a Chinese moment. In this episode, Caixin Global Managing Director Li Xin speaks with reporter Zhao Xuan about how this investment wave is affecting Brazil's local economy and whether the long-promised "country of the future" is finally arriving. Chapters: (01:49): Which Chinese companies are expanding in Brazil? (04:58): Why China and Brazil fit together economically (06:55): How Chinese firms localize (12:18): Chinese carmakers move in (14:41): The battle for Brazil's market (21:40): Is Brazil ready for the AI boom? Read more about Chinese businesses in Brazil: Cover Story: How China Inc. Is Discovering Its New World in Brazil In Depth: How BYD Is Navigating Tariffs and Regulations in Brazil's Auto Market In Depth: How a Chinese Mining Giant Learned to Win in Brazil Subscribe now to unlock full access to Caixin Global and The Wall Street Journal for $200 a year. Group discounts are available — contact us for a customized plan.        

Program description: China Business Uncovered takes listeners inside China's business world through the eyes of reporters who investigate it firsthand.  Featuring open conversations with Caixin journalists, each episode breaks down the most complex developments inside Chinese companies. Tune in to understand how critical stories are covered, what's really happening beneath the surface, and why it matters for businesses and investors operating in and around China. Recorded in Mandarin and produced in English with the help of AI, China Business Uncovered brings Caixin's in-depth investigative reporting to a global audience. Episode intro: A Chinese tycoon's mysterious rise in Cambodia, and behind him, an alleged scam network that ensnared victims in China and the U.S. In this debut episode of China Business Uncovered, host Kelsey Cheng speaks with Caixin reporter Tang Ailin to unpack the sudden fall of Chen Zhi, his empire Prince Holding Group, and the seizure of $15 billion in bitcoin. (01:32) Why Chen's fall caught the world's attention (05:06) Chen's early life in China and his connection to a hacker group (08:12) Arriving in Cambodia and a mysterious $2 million loan (17:27) Pig-butchering schemes, romance scam scripts and money laundering services (23:36) A chilling portrait of Chen Zhi (27:05) Caixin's exclusive findings This episode is based on this Caixin story: Cover Story: Six Things to Know About the Fall of Cambodia's Cybercrime Kingpin Chen Zhi Subscribe now to unlock full access to Caixin Global and The Wall Street Journal for $200 a year. Group discounts are available — contact us for a customized plan.    

After investing in a Dalian meat company, a consortium of investors discovered their money had vanished, only to face obstacles from local authorities. (00:00:58) The Cross-Border Investor's Nightmare Scenario (00:01:54) The $15.4 Million Bet on a Pork Empire (00:02:22) When the Lights Went Out: Filings Halt and Capital Vanishes (00:03:15) Bankruptcy Restructuring — Or a Shell Game? (00:04:04) A Zombie Company: Factory Alive, Equity Dead   Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on this Caixin story: In Depth: How a $15 Million Chinese Pork Deal Turned Into a Cautionary Tale for Foreign Investors Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount. Group discounts are available — contact us for a customized plan.    

Culture-and-tourism investment companies emerge as a new financing channel for localities, but diverted funds and undistinctive projects leave many operating like LGFVs and facing the same financial pressures. Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on this Caixin story: In Depth: Chinese Local Governments Risk Replicating Mistakes of LGFVs Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount.  Group discounts are available — contact us for a customized plan.

Tighter rules proposed by the Nasdaq are expected to send some would-be issuers searching for more welcoming markets in London or Hong Kong. Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on this Caixin story: In Depth: Chinese Firms Face Shifting Global IPO Landscape Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount.  Group discounts are available — contact us for a customized plan.

« Một thỏa thuận ngừng bắn có thời hạn », một thỏa hiệp về thương mại « mong manh » chỉ nhằm « chứng minh thiện chí Mỹ và Trung Quốc cùng muốn xoa dịu tình hình ». Thương mại tuy là trọng tâm thượng đỉnh song phương hôm 30/10/2025 tại Busan nhưng đây có còn là một mặt trận nóng nhất trong cuộc đối đầu giữa Washington với Bắc Kinh ?   Donald Trump tự cho mình 12 điểm trên 10 sau hội nghị thượng đỉnh với Tập Cận Bình. Như thường lệ, tổng thống Hoa Kỳ đã rất tự tin tuyên bố « thắng lớn » sau hoạt động ngoại giao đã thu hút chú ý của toàn thế giới tuần qua. Quả thực có nhiều lý do để Hoa Kỳ hài lòng. Sau cuộc họp mở ra trong 1 tiếng và 40 phút, phái đoàn hai bên đã đạt được một số đồng thuận như sau.  Thứ nhất về thuế quan,  Washington giảm thuế nhập khẩu nhắm vào một số mặt hàng của Trung Quốc đang từ 57 % xuống 47 %. Đổi lại Bắc Kinh đồng ý kiểm soát chặt chẽ hơn các hoạt động bất hợp pháp về chất ma túy fentanyl. Thứ hai : trong vòng 1 năm, Bắc Kinh hứa sẽ không lạm dụng thế gần như độc quyền xuất khẩu khoáng sản hiếm để bắt chẹt Hoa Kỳ. Về điểm này, giới quan sát cho rằng hai ông Tập Cận Bình - Donald Trump vừa sáng chế ra một dạng « thỏa thuận ngừng bắn có thời hạn ». Washington hài lòng vì hồ sơ đất hiếm rất « nhạy cảm và quan trọng » đối với nền công nghiệp từ ô tô đến quốc phòng của Mỹ. Đồng thuận thứ ba hội nghị Busan đạt được liên quan đến cam kết Trung Quốc nhập khẩu trở lại 12 triệu tấn đậu nành của Mỹ trong năm nay. Chính vì để trả Hoa Kỳ áp dụng thuế đối ứng từ mùa xuân năm nay, mà Bắc Kinh đã ngừng nhập khẩu đậu nành và nhiều nông phẩm khác của Mỹ, gây thiệt hại cho tầng lớp cử tri trung thành với Donald Trump. Năm 2024 Trung Quốc là thị trường mua vào gần 50 % tổng kim ngạch xuất khẩu đậu nành của Mỹ. Bế tắc về công nghệ bán dẫn và chip điện tử Tuy nhiên một mảng nhạy cảm khác trong quan hệ Mỹ-Trung liên quan đến công nghệ bán dẫn thì lãnh đạo hai nước dường như vẫn chưa tìm ra ngõ thoát. Tổng thống Trump thậm chí đã đưa ra những tuyên bố trái ngược nhau trên hồ sơ này. Trên đài truyền hình Pháp France24 Elvire Fabry, Viện Nghiên Cứu châu Âu, Jacques Delors nhận định : Washington cấm hoặc hạn chế một số các giao dịch với Trung Quốc trong lĩnh vực công nghệ bán dẫn vì lý do an ninh, nhưng Donald Trump liên tục đổi ý trên hồ sơ này (đặc biệt là với các hoạt động của tập đoàn Nvidia) : « Thực ra không ai đoán được, hay hiểu được lập trường của Donald Trump trên vấn đề công nghiệp bán dẫn và linh kiện điện tử. Nhà Trắng chú trọng hơn đến vấn đề an ninh quốc gia hay chạy theo lợi nhuận tức là chỉ đơn thuần muốn đạt được một thỏa thuận về thương mại. Mỹ đang tính toán những gì và liệu có dám đánh cược với vị trí dẫn đầu thế giới trong mảng công nghiệp này hay không ? »       Tổng kết thượng đỉnh Busan, cũng bà Elvire Fabry nhận định đối thoại Trump -Tập « không mang lại bất kỳ một tiến triển nào ». Chủ nhân Nhà Trắng thất bại trên hai mục tiêu : đòi Trung Quốc mở rộng cửa thị trường cho các doanh nghiệp Mỹ và giải quyết tình trạng xuất siêu với Hoa Kỳ.    « Từ tháng 7/2024 tức là trước bầu cử tổng thống Mỹ, Trung Quốc đã chuẩn bị từ trước cho khả năng ông Trump trở lại cầm quyền. Bắc Kinh mong đợi nhiều một nhiệm kỳ 2 của Donald Trump hơn hẳn viễn cảnh phải hợp tác trong trường hợp bà Kamala Harris đắc cử. Trung Quốc quan niệm dễ đạt được thỏa thuận với Trump hơn là Harris. Tại thượng đỉnh Busan rõ ràng là Washington không đạt được những mục tiêu chính như là  giải quyết thế bất cân đối về thương mại. Không có bất kỳ một tiến triển nào về việc Bắc Kinh mở cửa thị trường cho các doanh nghiệp Mỹ…  Chẳng qua là đôi bên đấu dịu và cũng trở lại với thời điểm như hồi đầu nhiệm kỳ 2 của Donald Trump, tức là trước khi Mỹ đe dọa đánh thuế hàng Trung Quốc với những tuyên bố hoàn toàn xa rời với thực tế. Trên các vấn đề xuất nhập khẩu đậu nành, nông phẩm hay đất hiếm … tình hình thực ra chẳng có gì mới mẻ ». Nhìn từ Bắc Kinh, Busan là « Một bước ngoặt quan trọng » Về phía Bắc Kinh thì khác. Tạp chí Caixin của Trung Quốc xem thượng đỉnh Busan, là « một bước quan trọng để ổn định mối quan hệ song phương » vốn đang trong giai đoạn de-risking,  giảm bớt mức độ phụ thuộc vào lẫn nhau. Cũng tờ báo tài chính uy tín này tại Bắc Kinh tin tưởng « tạm tránh khỏi kịch bản tồi tệ nhất » :  mô hình phát triển của Trung Quốc chủ yếu dựa vào giao thương với phương Tây, mà quan trọng nhất là quan hệ với Mỹ. Với chính sách của ông Trump muốn dồn Trung Quốc vào chân tường, Bắc Kinh biết chắc không thể đạt được mục tiêu « win - win » tức là tình huống đôi bên cùng có lợi. Nhưng ít ra thì sau thượng đỉnh Donald Trump -Tập Cận Bình « kịch bản đôi bên cùng bị thiệt thòi » đã không xảy ra.   Trong cuộc họp với tổng thống Donald Trump, chủ tịch Tập Cận Bình nhắc nhở : « Lịch sử đã cho thấy Quốc và Hoa Kỳ là hai đối tác, là hai nước bạn. Đây cũng là điều sự thật đòi hỏi ». Theo nhà phân tích của viện nghiên cứu châu Âu, Jacques Delors, Elvire Fabry lời lẽ này của lãnh đạo Trung Quốc thể hiện rõ thái độ trịch thượng của Bắc Kinh, bất chấp phía Mỹ tự tin cho rằng vẫn làm chủ cuộc chơi. Tổng thống Trump vẫn « tự cho mình quyền áp đặt thêm các khoản thuế hoặc những rào cản thương mại mới bất kỳ lúc nào và bất kỳ vì lý do gì » như tuần báo Anh, The Economist ghi nhận. Báo Mỹ New York Times phân tích : Tập Cận Bình mới là bên thắng cuộc. Qua việc nới lỏng một số hạn chế về đất hiếm và cam kết mua đậu nành Mỹ, lãnh đạo Trung Quốc đã giúp Trump có cớ tuyên bố chiến thắng khi trở về nước. Nhưng chính ông Tập Cận Bình mới là bên đã đạt được những nhượng bộ quan trọng từ Washington, cả về kinh tế lẫn ngoại giao. Bắc Kinh đã cho thấy họ có thể đáp trả Washington. Cũng trên đài truyền hình Pháp France24 Camille Verchery điều hành công ty tư vấn VVR có trụ sở tại Paris đưa ra cùng nhận xét : « Không bên nào thắng cuộc, nhưng Trung Quốc đã chứng minh họ có sức để cưỡng lại áp lực từ phía Hoa Kỳ. Đó đã là một thắng lợi ngoại giao của Bắc Kinh. Tuy nhiên cần lưu ý rằng khi mà Trung Quốc phải tung đòn đất hiếm ra để đối đầu với Mỹ, đấy cũng là thế đường cùng. Vì quyết định này càng đẩy Bắc Kinh vào thế đối đầu gay gắt hơn nữa với Hoa Kỳ và cũng là trở ngại trong quan hệ với Liên Hiệp Châu Âu » Một chặng dừng trong quá trình « leo thang » Chuyên gia về Trung Quốc Emmanuel Veréon thuộc Viện Ngôn Ngữ và Văn Hóa Phương Đông, Paris thận trọng nói đến một giai đoạn hòa hoãn trong tiến trình « leo thang thường trực » giữa hai nền kinh tế hàng đầu thế giới. Trong lúc mà Donald Trump không tìm ra được nhược điểm của đối phương « Chúng ta thường quan niệm các ông Tập Cận Bình, Donald Trump đã lùi bước, Mỹ và Trung Quốc cùng đấu dịu … Tôi không tin là như vậy. Nhìn kỹ vào tất cả các thỏa thuận đôi bên đã đạt được, đấy chỉ là những tuyên bố mang nặng tính ngoại giao. Washington cũng như Bắc Kinh muốn chứng minh thiện chí hòa hoãn, nhưng thực ra đôi bên cùng trong tư thế ‘leo thang' theo từng nấc một. Có một điều chắc chắn là cả hai đang cùng đang sắp xếp lại chuỗi cung ứng toàn cầu tập trung vào hai cực là Trung Quốc và Hoa Kỳ. Tất cả những tuyên bố sau thượng đỉnh Busan vừa qua đều củng cố cho quyết tâm theo đuổi mục đích đó : các ông Tập Cận Bình và Donald Trump đang xây dựng lại một mô hình mới về địa chính trị và kinh tế cho toàn thế giới ». Tổng thống Hoa Kỳ Donald Trump có lý khi nhận xét, Trung Quốc là « một nhà đàm phán cứng rắn » bậc nhất. Điều ông không nói ra ở đây là Bắc Kinh có thể điều khiển các cuộc đàm phán để hưởng lợi và Trung Quốc mới là bên làm chủ cuộc chơi. Báo Time ghi nhận ở thượng đỉnh Busan vừa qua, ông Tập Cận Bình đã đạt được mục đích : đòi Hoa Kỳ giảm biên độ thuế và nới lỏng các hạn chế thương mại. Hơn nữa Trung Quốc đã nắm được điểm yếu thực sự của Mỹ là đất hiếm và cầm chắc là sẽ tận dụng chiêu bài này trong các vòng dàm phán sắp tới với Washington. Ở góc đài bên kia, trước mắt Hoa Kỳ « không có giải pháp thay thế » như giáo sư Kerry Brown trung tâm nghiên cứu Law China Institute, đại học King's College, Luân Đôn đánh giá Benjamin Bürbaumer giáo sư trường Khoa Học Chính Trị Bordeaux trong mọt bài tham luận gần đây trên tạp chí chuyên về địa chính trị Grand Continent, nêu lên khả năng vế thương mại không chắc vẫn là mặt trận nóng bỏng nhất trong cuộc đọ sức giữa Hoa Kỳ và Trung Quốc. Chỉ cần nhìn vào hồ sơ « công nghệ bán dẫn và chip điện tử » cũng đủ thấy ông Trump đã « không còn nắm giữ tất cả những lá chủ bàit rong tay » để thực hiện tham vọng tiếp tục thống lĩnh toàn cầu. Washington đồng thời đã « xem thường địch thủ là Trung Quốc » : Mọi chú ý đã tập trung vào vế thương mại nhân vòng công du châu Á nhiều ngày trong tuần qua của tổng thống Trump, nhưng đó chì là phần nổi cua tảng băng. Chuyến đi này thực ra là một cuộc chạy đua âm thầm tranh giành ảnh hưởng, và quyền kiểm soát các nguồn nhiên liệu thiết yếu cho công nghệ thời đại digital. Xung đột Mỹ-Trung không còn giới hạn trong phạm trù thương mại. Đôi bên đã dùng đòn trừng phạt về công nghệ để  kiểm soát « cơ sở hạ tầng digital của nền kinh tế toàn cầu ». Chính cuộc đối đầu này mới có thể dẫn tới một sự thay đổi lâu dài trong tương quan lực lượng của thế giới.

Nio shares slump in Singapore and Hong Kong after a Caixin report detailing GIC allegations. Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on this Caixin story: In Depth: Why Singapore Sovereign Fund Sues Chinese EV-Maker Nio Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount.  Group discounts are available — contact us for a customized plan.

Chinese investment is reshaping Malaysia, from booming flights to factory floors, as trade shifts and visa-free travel deepen business ties between Beijing and Kuala Lumpur. Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on this Caixin story: In Depth: Visa-Free Travel, U.S. Tariffs Drive Chinese Companies to Malaysia Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount.  Group discounts are available — contact us for a customized plan.

While Yi was ICBC chairman, his son introduced a $4.5 billion CICC fund deal to the state-owned bank, sources tell Caixin. Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on this Caixin story: Exclusive: Ex-CSRC Chief Yi Huiman Faces Corruption Probe Likely Linked to ICBC Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount.  Group discounts are available — contact us for a customized plan.

The ban leaves a legal void, complicating efforts by authorities to dispose of seized digital assets from crimes. Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on this Caixin story: In Depth: How China's Crypto Ban Makes Disposing of Seized Assets a Lot Harder Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount.  Group discounts are available — contact us for a customized plan.

China's inclusive finance has expanded rapidly under government push, but banks are caught in a bind — balancing policy goals with mounting risks. Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on this Caixin story: In Depth: China's Inclusive Finance Success Leaves Banks Burdened Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount.  Group discounts are available — contact us for a customized plan.

Under mounting pressure from bad debts at home, Chinese banks are going global — chasing the hidden overseas fortunes of defaulted tycoons. Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on this Caixin story: In Depth: Why China's Banks Are Hunting for Fortunes Stashed Abroad Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount.   Group discounts are available — contact us for a customized plan.  

China is stepping up its crackdown on destructive “involution-style” competition across a range of key industries, from traditional sectors like steel and cement to emerging sectors such as lithium batteries and new-energy vehicles.  Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on this Caixin story: In Depth: China Intensifies War on Toxic Competition as Economy Suffers Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount.  Group discounts are available — contact us for a customized plan.

China's top economists are locked in a fierce debate over whether the country's consumers are truly weak or just misunderstood — an argument that could determine whether Beijing bets on households or more heavy industry. Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on this Caixin story: In Depth: The Consumption Conundrum Dividing China's Economists   Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount.  Group discounts are available — contact us for a customized plan.

China's top economists are locked in a fierce debate over whether the country's consumers are truly weak or just misunderstood — an argument that could determine whether Beijing bets on households or more heavy industry. Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on this Caixin story: In Depth: The Consumption Conundrum Dividing China's Economists Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount.  Group discounts are available — contact us for a customized plan.  

Caixin collects the views of five prominent policy experts on China's priorities like innovation and high-quality growth, as the country drafts its next Five-Year Plan amid global uncertainty.  Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on this Caixin story: In Depth: Key Challenges China's Next Five-Year Plan Needs to Tackle Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount.  Group discounts are available — contact us for a customized plan.

Chinese companies listed in the U.S. may face tighter regulations as the U.S. securities watchdog seeks to update decades-old rules on foreign private issuers. Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on this Caixin story: In Depth: Chinese Companies' Route to Wall Street Faces SEC Scrutiny Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount.  Group discounts are available — contact us for a customized plan.

Deflation, tax breaks and industrial shifts are reshaping the country's fiscal landscape. Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on this Caixin story: In Depth: Why China Is Taking In Less Tax as GDP Growth Stays Steady Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount. Group discounts are available — contact us for a customized plan.  

Deflation, tax breaks and industrial shifts are reshaping the country's fiscal landscape. Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on this Caixin story: In Depth: Why China Is Taking In Less Tax as GDP Growth Stays Steady Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount.  Group discounts are available — contact us for a customized plan.

En el panorama empresarial actual, se examina la posible desinversión de Starbucks en China. Según informó el medio económico chino Caixin, la multinacional estadounidense estaría explorando opciones en el mercado para traspasar sus operaciones en el país asiático. Sin embargo, la propia compañía ha negado esta posibilidad. En un comunicado oficial, un representante de Starbucks afirmó que “actualmente no se está considerando una venta completa de las actividades en China". Aun así, los rumores no cesan y podrían intensificarse próximamente. Tal como señala Reuters, en mayo la empresa habría iniciado un proceso estructurado para evaluar el interés de potenciales compradores, a quienes les plantearon preguntas relacionadas con aspectos como la cultura empresarial, el estilo de liderazgo y las estrategias de sostenibilidad. No obstante, las fuentes subrayan que Starbucks aún no ha definido si desea conservar una participación mayoritaria o limitarse a una más reducida en el futuro. Esto coincide con declaraciones recientes de Brian Niccol a la cadena CNBC, donde aseguró que su intención es mantener una presencia duradera en el país. Niccol considera que Starbucks está desempeñando un papel importante en ese mercado. Sin embargo, la competencia local está ganando terreno rápidamente. Luckin Coffee lidera el sector con el 35% de participación, tras beneficiarse del retroceso de Starbucks, que en 2017 controlaba el 42% del mercado y hoy apenas alcanza el 17%. Otra competidora emergente es Cotti Coffee, que ya abarca el 12% de los puntos de venta. Juntas, estas tres marcas representan más del 50% de los locales cafeteros. Las pequeñas cadenas restantes, mejor adaptadas al gusto chino, completan el panorama. Según la consultora Kearney, estas apuestan más por el té y por un modelo ágil basado en el formato para llevar y el entorno digital. Starbucks entró a China en 1999, y desde entonces su trayectoria ha estado marcada por grandes desafíos.

Caixin Global partners with Radio Davos to produce a podcast ahead of next week's World Economic Forum Annual Meeting of the New Champions in Tianjin. The Annual Meeting of the New Champions 2025 — AMNC25 — will bring together leaders from government, business and academia, along with innovators and representatives from international organizations, media and civil society. In this special episode (transcript) produced in collaboration with Caixin Global, World Economic Forum Managing Director Mirek Dušek sets the scene for “Summer Davos” in Tianjin, China. And Jen Zhu Scott, founding partner of IN. Capital, gives an insider's view of China and its place in the world. Guests: Mirek Dušek, Managing Director, Chief Business Officer and Head of Global Programming, World Economic Forum Li Xin, Managing Editor and Managing Director, Caixin Global Jen Zhu Scott, Founding Partner, IN. Capital Hosted by: Robin Pomeroy, Podcast Editor, World Economic Forum   Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount. Group discounts are available — contact us for a customized plan.  

The Annual Meeting of the New Champions 2025 - AMNC25 - will bring together leaders from government, business and academia, along with innovators and representatives from international organizations, media and civil society. In this special episode produced in collaboration with Caixin Global, World Economic Forum Managing Director Mirek Dusek sets the scene for the 'Summer Davos' in Tianjin, China. And Jen Zhu Scott, founding partner of IN. Capital, gives an insider's view of China and its place in the world. Co-hosted by Li Xin, managing editor of Caixin Global. Catch up on all the action from AMNC25 at wef.ch/amnc25 and across social media using the hashtag #AMNC25. Links: AMNC25: https://www.weforum.org/meetings/annual-meeting-of-the-new-champions-2025/ Caixin Global: https://www.caixinglobal.com/ Related podcasts: Getting sustainable, secure and equitable power to the people - how's the global energy transition going? Stock markets and supermarkets: how business is deploying AI “Trillions of dollars added to the economy” - Google's chief economist on the macro impact of AI Check out all our podcasts on wef.ch/podcasts:  YouTube: - https://www.youtube.com/@wef/podcasts Radio Davos - subscribe: https://pod.link/1504682164 Meet the Leader - subscribe: https://pod.link/1534915560 Agenda Dialogues - subscribe: https://pod.link/1574956552 Join the World Economic Forum Podcast Club: https://www.facebook.com/groups/wefpodcastclub

Chinese mainland police are leveraging Hong Kong's licensed exchanges to sell seized digital assets — a compliant workaround to the mainland's strict crypto ban. Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on this Caixin story: Hong Kong Offers Beijing Legal Route to Sell Seized Crypto Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount. Group discounts are available — contact us for a customized plan.

Hong Kong leads as Chinese firms list overseas amid U.S. tensions and mainland bottlenecks. Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on this Caixin story: In Depth: China Gears Up for Overseas IPO Bonanza Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount. Group discounts are available — contact us for a customized plan.

The trade war forces Beijing to double down on domestic demand and rethink its global strategy. Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on this Caixin story: In Depth: How China Can Counter Trump's Tariffs  Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount. Group discounts are available — contact us for a customized plan.

APAC stocks were mostly higher but with gains capped following disappointing Chinese Caixin Services PMI.European equity futures indicate a slightly lower open with Euro Stoxx 50 future down 0.1% after the cash market finished flat on Monday.DXY failed to hold above the 100 mark, EUR/USD sits on a 1.13 handle, USD/JPY was unable to maintain its footing above 144.Crude futures have clawed back nearly all the losses seen in reaction to the weekend's OPEC+ output hike.Looking ahead, highlights include EZ PMI (Final), US International Trade, Canadian Exports/Imports, NZ HLFS Unemployment Rate, EIA STEO, BoE's Breeden, Supply from Germany & US.Earnings from AMD, Supermicro, Rivian, Tempus AI, Celsius, Datadog, Constellation Energy, Fresenius Medical Care, Zalando, Continental, UniCredit, Intesa Sanpaolo & Ferrari.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Will China shore up domestic consumption with greater fiscal spending, including a record-high deficit ratio? Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on this Caixin story: Analysis: China Tables Fiscal Salvo for Flagging Domestic Demand Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount.  Group discounts are available — contact us for a customized plan.

The EV giant is making smart cars more accessible and accelerating the shift to new-energy vehicles. Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on this Caixin story: In Depth: How BYD Lowered the Bar for Buying a Smart Car in China Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount. Group discounts are available — contact us for a customized plan.

The U.S. ends tax exemptions for Chinese small-parcel imports, shaking Shein, Temu and others. Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on this Caixin story: In Depth: Trump Ends an Era for Shein and Temu Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount.  Group discounts are available — contact us for a customized plan.

Internet giant targets Middle East takeout expansion with a focus on Saudi Arabia, drone delivery and navigating local competition Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on this Caixin story: In Depth: Meituan Hopes Middle East Expansion Will Deliver Growth Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount. Group discounts are available — contact us for a customized plan.

Will the price war continue, and how will smart tech reshape the market? Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on this Caixin story: In Depth: China's Carmakers Face Crossroads as Slowdown Persists  Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount. Group discounts are available — contact us for a customized plan.

Companies have to contend with local protectionism, cultural differences and an underdeveloped health care sector while exploring growth potential in Southeast Asia's largest economy Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on this Caixin story: In Depth: Chinese Drugmakers Find Fertile, but Challenging Market in Indonesia Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount. Group discounts are available — contact us for a customized plan.

As Middle Eastern nations are trying to diversify their economies away from oil by boosting tourism, culture and other businesses, Chinese visitors and firms are driving growth. Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on this Caixin story: In Depth: Gulf States Roll Out the Welcome Mat for Chinese Tourists as Focus Shifts From Oil Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount. Group discounts are available — contact us for a customized plan.

The country hit its 5% growth target for 2024, buoyed by a burst of extra momentum in the fourth quarter. Yet, the growth was uneven Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on this Caixin story: Last-Quarter Bounce Helps China Hit GDP Target but Challenges Remain Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount. Group discounts are available — contact us for a customized plan.

Despite their dominance in China's payments sector, the duo faces global challenges due to a lack of transparency Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on the Caixin story: In Depth: China's Booming Cross-Border E-Commerce Pits Alipay, WeChat Pay Against the World Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount. Group discounts are available — contact us for a customized plan.

In an exclusive interview with Caixin, Bank of Thailand Governor Sethaput Suthiwartnarueput also discusses tackling high household debt. Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on the Caixin story: Interview: Thailand's Central Bank Chief on Its Rate Cut, Household Debt and Fintech This story is part of Caixin's Asia Central Banking special series. Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount. Group discounts are available — contact us for a customized plan.

The country's leadership is shifting policy to combat weak demand, external pressures and sluggish recovery. Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on the Caixin story: Four Things to Know About China's 2025 Economic Outlook Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount. Group discounts are available — contact us for a customized plan.

Beijing's latest support package targets years of off-book borrowing and growing fiscal challenges Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on a Caixin story: In Depth: China's Multitrillion-Dollar Salve for Local Government Hidden Debt Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount. Group discounts are available — contact us for a customized plan.

Chinese insurers face increased volatility in key financial metrics as they adopt international accounting standards aimed at enhancing transparency Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on a Caixin story: In Depth: China's Insurers Prepare to Shine a Light Into Their Financial Black Box Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount. Group discounts are available — contact us for a customized plan.

The German auto giants were late to adapt to the shift to EVs and failed to recognize how competitive the Chinese market had become, industry insiders say Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on a Caixin story: In Depth: How BMW, Audi and Mercedes Ended Up Also-Rans in China Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount. Group discounts are available — contact us for a customized plan.

The British pharmaceutical giant falsified patient test results to secure insurance coverage for its cancer drug in an effort to boost sales, but the alleged misconduct ended up benefiting some patients. Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on a Caixin story:  Cover Story: How AstraZeneca's China Fraud Was About More Than Greed Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount. Group discounts are available — contact us for a customized plan.

Chinese Premier Li Qiang has pledged commitment to opening up in his address to the China International Import Expo, which is welcoming a record number of exhibitors this year(01:10). The private Caixin services PMI indicates that the expansion in China's services sector is accelerating(42:10). Continuous rain in Spain has hit Barcelona after causing historical flooding in the Valencia region(18:09).

Exploring the drive for quick returns among China's state investors and how it contrasts with the country's push for long-term investment in high-tech. Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on a Caixin story: In Depth: Impatient State Investors Hamstring Drive for ‘Patient Capital' to Lead Growth Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount. Group discounts are available — contact us for a customized plan.

Breaking down the country's third-quarter GDP growth and what comes next. Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on a Caixin story: China's Third-Quarter GDP Rises 4.6%, Beating Expectations Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount. Group discounts are available — contact us for a customized plan.

The impact of Beijing's two-pronged approach on the country's economic fundamentals remains to be seen. Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on two Caixin stories: China's Fresh Stimulus Targets Property and Stock Market Challenges China Unveils Fiscal Stimulus Targeting Property Market, Local Government Debt   Subscribe to a bundle deal now to unlock all coverage by Caixin Global and The Wall Street Journal for only $200 a year. This offers a 66% discount. Group access and applicable discounts are available. Contact us for a customized plan.  

Ex-Taoist monk Sui Guangyi claimed to make investments by aligning heaven, earth and humanity. His company's 2018 gala even featured former national leaders like Nicolas Sarkozy and Kevin Rudd. But now, investors are left waiting to get their money back. Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on a Caixin article: In Depth: Investment Guru's Supernatural Powers Haven't Made His Followers Whole Subscribe to a bundle deal now to unlock all coverage by Caixin Global and The Wall Street Journal for only $200 a year. This offers a 66% discount. Group access and applicable discounts are available. Contact us for a customized plan.  

Chip giant Nvidia sees shares tumble by almost 10 per cent, wiping out close to $300bn of its market cap – the largest single-day fall in value of any American company on record. As a result, Wall Street notches its worst day since the tech rout seen in early August. The sell-off spreads across to Asia where Japan's Nikkei leads losses. Semi-conductor firms TSMC, SoftBank, Samsung and SK Hynix are all in the red. In the U.S. factory activity contracts as the ISM comes in at 47.2. We hear from former Cleveland Federal Reserve President Loretta Mester who says the markets need to examine the rate projections beyond the September Fed meeting. BofA joins an ever-expanding list of American banks which doubt China's 5 per cent GDP growth target. The private Caixin survey shows a slowdown in services growth. And in oil news, crude prices extend losses after falling more than 4 per cent yesterday with investors banking on greater supplies coming out of Libya. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

US futures are pointing to a higher open today, extending Friday's gains. European equity markets have opened in the positive territory, following solid sessions in Asian markets. Softer than expected US nonfarm payrolls and ISM services results boosted sentiment. Fed repricing also brought forward, with first rate cut expected in September instead of November. Some support also comes from US earnings. China back in spotlight as Xi meets Macron and Caixin services PMI remained buoyant.Companies Mentioned: Paramount Global, Sony Pictures Entertainment, Apollo, Comcast, Boeing