Podcasts about Greater China

S&P futures are pointing to a lower open today, down (0.6%). European equity markets also opened in the red, with the major indices roughly down by (0.5%). Asian markets traded mixed with Greater China markets outperforming. The Hang Seng surged +1.8%, boosted by gains in consumer-oriented and property stocks, while the Shanghai Composite hit a 3.5-year high. President Trump announced a 35% tariff on Canadian goods not covered by the USMCA, effective 1-Aug, increasing from the current 25%. Energy-related goods remain at a 10% tariff. Trump hinted at potential baseline tariffs of 15 to 20%, up from the current 10%, and suggested similar measures might target the EU soon. Companies Mentioned: Google, Boyd Gaming, Panasonic

S&P futures are pointing to a slightly lower open today, down (0.2%). Asian equities were mostly higher Thursday, supported by gains in Greater China markets. European equity markets are also broadly firmer, with the FTSE 100 leading at +0.7%. President Trump issued additional tariff letters targeting smaller trading partners. Japan is reportedly organizing trade talks with U.S. Treasury Secretary Bessent next week, while U.S.-Brazil relations remain tense after Trump threatened 50% tariffs. However, markets remain largely unshaken, with expectations of reprieves closer to the August deadlines.Companies Mentioned: WK Kellogg, Canada Goose, Amazon

Global stocks and riskier currencies are falling this morning after Donald Trump sent letters to Japan and South Korea setting tariffs of 25% from August 1, and the Reserve Bank of Australia (RBA) is expected to cut rates later today. In our deep dive interview, ANZ Chief Economist for Greater China, Raymond Yeung, has taken a closer look at the idea of stablecoins issued in Hong Kong as a way for China to de-dollarise. He's sceptical. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

Premier Li Qiang said on Wednesday that in the face of global challenges, countries around the world should make the economic "pie" bigger through open and win-win cooperation rather than playingzero-sum games or following the law of the jungle.中国国家总理李强周三表示，面对全球性挑战，世界各国应通过开放共赢的合作，做大经济“蛋糕”，而不是玩零和游戏或遵循丛林法则Li made the remarks in an address delivered at the opening of the World Economic Forum's 16th Annual Meeting of the New Champions, also known as the Summer Davos, in Tianjin.李在天津举行的世界经济论坛第16届新领军者年会（又称夏季达沃斯）开幕式上发表讲话。He said that the global economic and trade landscape is undergoing profound changes, driven by factors such as geopolitics, technological innovation and structural shifts.Li called on the international community to take constructive actions in carrying out international economic and trade cooperation.他说，在地缘政治、技术创新和结构性转变等因素的推动下，全球经贸格局正在发生深刻变化。李呼吁国际社会采取建设性行动，开展国际经贸合作。"Constructive actions mean we need to proactively take more practical measures to safeguard free trade and multilateralism and promote the stable development of the world economy," Li said.李说：“建设性行动意味着我们需要积极采取更多切实可行的措施，维护自由贸易和多边主义，促进世界经济的稳定发展。”Noting that it is normal for disputes and differences to arise in economic and trade exchanges among countries, the premier said that as long as countries engage in dialogue and consultation based on mutual respect, solutions can always be found.总理指出，国家间经贸交流中出现争端和分歧是正常的，只要各国在相互尊重的基础上进行对话和协商，总能找到解决方案。"We need to strengthen macroeconomic policy coordination and ensure the stability and smooth functioning of global industrial and supply chains. Closer cooperation will help enhance the security and resilience of development for all countries," he added.他补充道：“我们需要加强宏观经济政策协调，确保全球产业链和供应链的稳定和顺利运行。更紧密的合作将有助于提高各国发展的安全性和韧性。”Saying that China is confident in and capable of maintaining rapid economic growth, Li expressed the country's commitment to do whatever it can to help tackle the difficulties and challenges facing the global economy.李说，中国有信心也有能力保持经济快速增长，中国承诺将尽一切努力帮助应对全球经济面临的困难和挑战。Over the years, no matter how the international environment has changed, China's economy has consistently maintained good momentum, Li said.李说，多年来，无论国际环境如何变化，中国经济始终保持良好势头。He noted that China's gross domestic product grew 5.4 percent year-on-year in the first quarter of 2025, despite facing significantly heightened external shocks this year.他指出，尽管今年面临着显著加剧的外部冲击，但中国2025年第一季度国内生产总值同比增长5.4%。"Key economic indicators continued to improve in the second quarter, and I noticed that international institutions have recently raised their expectations for China's economic growth," he said. "China's economic development is not about short-term spurts, but sustained progress toward long-term goals."他说：“关键经济指标在第二季度继续改善，我注意到国际机构最近提高了对中国经济增长的预期。”“中国的经济发展不是短期的爆发，而是朝着长期目标的持续进步。”He pledged that China's market will continue to expand in size and improve in quality, saying that this will create new room for growth and help reverse the downturn in the global economy.他承诺，中国市场将继续扩大规模，提高质量，这将为增长创造新的空间，并有助于扭转全球经济的衰退。China is moving toward becoming a high-income country as a whole, as the demand for consumption upgrade is robust in the world's second-largest consumption market, he said.他说，随着世界第二大消费市场对消费升级的需求强劲，中国整体上正在向高收入国家迈进。The country is striving to develop itself into a mega-sized consumption powerhouse on top of being a manufacturing powerhouse, which, the premier said, will create vast new market opportunities for businesses around the world.总理表示，中国正在努力发展成为制造业强国之外的大型消费强国，这将为世界各地的企业创造巨大的新市场机会。Noting that China's tech innovation has an open-source feature, the premier said the country is willing to share its original technologies and innovative scenarios with the world.总理指出，中国的技术创新具有开源特征，并表示中国愿意与世界分享其原创技术和创新方案。He reiterated the country's commitment to fostering a first-class, market-oriented business environment governed by a sound legal framework, saying it always keeps its doors wide open and warmly welcomes businesses from all countries to invest in China and grow with China.他重申，中国致力于在健全的法律框架下营造一流的、以市场为导向的营商环境，始终敞开大门，热烈欢迎各国企业来华投资，与中国共同发展。Featuring the theme "Entrepreneurship for a New Era", the event, held from Tuesday to Thursday, has gathered over 1,700 leading figures from more than 90 countries and regions to explore how entrepreneurship and emerging technologies can unlock more dynamic and resilient economies.该活动以“新时代创业”为主题，于周二至周四举行，汇集了来自90多个国家和地区的1700多名领军人物，探讨创业和新兴技术如何释放更具活力和弹性的经济。While chairing the event, World Economic Forum President Borge Brende called for international cooperation to address global challenges, and expressed an optimistic outlook on China's economic prospects.世界经济论坛主席博格·布伦德在主持活动时呼吁国际合作应对全球挑战，并对中国经济前景表示乐观。Brende said that the challenges the world faces today—from the development of artificial intelligence to supply chain stability, and from green transition to the skills for the future—require countries to "move from competition to cooperation, from fragmentation to collaboration".Brende说，当今世界面临的挑战——从人工智能的发展到供应链的稳定，从绿色转型到未来的技能——要求各国“从竞争转向合作，从碎片化转向协作”。"China has long been a vital partner in this regard. Its entrepreneurial ecosystem, particularly in areas like artificial intelligence, the digital economy, advanced manufacturing, green innovation and others, continues to be a powerful driver of global growth," he said.Brende说，当今世界面临的挑战——从人工智能的发展到供应链的稳定，从绿色转型到未来的技能——要求各国“从竞争转向合作，从碎片化转向协作”。On Wednesday afternoon, Li held a symposium with representatives of the global business community attending the Summer Davos in Tianjin.周三下午，李在天津与出席夏季达沃斯论坛的全球工商界代表举行座谈会。Li assured the business executives that China is committed to providing a stable development environment and a predictable policy environment for enterprises, and encouraged foreign companies to develop technological cooperation and collaborative innovation in China.李向企业高层保证，中国致力于为企业提供稳定的发展环境和可预测的政策环境，并鼓励外国公司在中国开展技术合作和协同创新。Speaking at the meeting, Dave West, president for the Asia-Pacific, Japan and Greater China of Cisco, a worldwide technology leader in the United States, expressed his confidence about development prospects in China and his hope for a stable relationship between the US and China.美国全球技术领导者思科亚太、日本和大中华区总裁戴夫·韦斯特在会上表示，他对中国的发展前景充满信心，希望美中关系稳定。"We are confident that the Chinese market will continue to create significant and exciting opportunities as the country advances toward its high-quality development goals," West said. "I believe the global economy will be stronger with the US and China working together. And the stable US-China relations will bring mutual benefit, not just to our two countries."韦斯特说：“我们相信，随着中国向高质量发展目标迈进，中国市场将继续创造重大而令人兴奋的机遇。”。“我相信，随着美中两国的共同努力，全球经济将更加强大。稳定的美中关系将带来互利共赢，而不仅仅是我们两国。”Michael Gelchie, CEO of Louis Dreyfus Co, a leading merchant and processor of agricultural goods from the Netherlands, said that his company continues to be bullish about the Chinese market and looks forward to injecting fresh growth momentum into global agricultural trade.荷兰领先的农产品贸易商和加工商Louis Dreyfus Co的首席执行官Michael Gelchie表示，他的公司继续看好中国市场，并期待为全球农产品贸易注入新的增长动力。"Amid the complex challenges facing the world, China's role as a stabilizing force is more critical than ever," he said.他说：“在世界面临的复杂挑战中，中国作为稳定力量的作用比以往任何时候都更加关键。”。geopoliticsn.地缘政治short-term spurtsn.短期冲刺

S&P futures are flat, unchanged from the prior close. Following broad gains on Tuesday, European equity markets are mostly firmer in rangebound trade. Asian markets continued to advance today, led by gains in Greater China and Japan. The ceasefire between Iran and Israel appears to be holding, with Iran signaling readiness for diplomacy. U.S. airstrikes reportedly caused limited damage to Iran's underground nuclear facilities, delaying its program by a few months but failing to destroy centrifuges or enriched uranium stockpiles.Companies Mentioned: Glacier Bancorp, Brighthouse Financial

S&P futures are pointing to a strong open today, up +0.7% following the de-escalation signals in the Middle East. European equity markets are surging in early trades with the German DAX up +1.8% and STOXX 600 up +1.2%. Asian markets also closed sharply higher today with notable performances in Greater China and Japan. Israel and Iran have agreed to a ceasefire, confirmed by Israeli Prime Minister Benjamin Netanyahu, marking an end to hostilities after initial confusion over timing. The White House stated the agreement includes a 12-hour ceasefire, after which the war will be considered ended if calm persists. Companies Mentioned: Meta, First Financial Bancorp, Westfield Bancorp

Since 2019, Pius leads Sanofi China encompassing Greater China, representing the 2nd largest market of Sanofi in the world with over 8,000 associates. Pius and his team are fully dedicated to transforming healthcare by accelerating the introduction and access to innovative and chronic medicines, driving digitalization, as well as empowering people to bring their best to the workplace.Pius' extensive experience in the healthcare industry encompasses a variety of key positions and responsibilities, including leading global core brands, and P&L responsibilities for different geographical areas within Europe, Latin America, emerging markets, and Greater China. He has worked around the world in countries including France, Germany, Switzerland, Turkey, Brazil, Tanzania, and China. He has successfully launched several major innovative medicines both globally and locally.Pius is a native of Switzerland. He started his career in the healthcare industry at the Cardiology Department of the University of Basel in a research collaboration with Novartis in Switzerland, where he earned his PhD in medical research, graduating magna cum laud. He is an alumnus of INSEAD and Singularity University. He speaks fluent German, English, French, and Portuguese.Pius has an extensive experience with various industry associations, where he currently holds several key leadership positions, as an active member of RDPAC Executive Committee and Sponsor of the Market Access Committee, as well as Vice-Chair of the European Chamber Shanghai Chapter. Pius is also speaker at the World Economic Forum's China Chapter.He is a strong believer in the idea that innovation ultimately drives progress and prosperity, an active advocate for increasing diversity in society. Pius is happily married, and a proud father of twin daughters.

US equity futures are slightly lower after Tuesday's gains. European markets are firmer in early trade, while Asian markets ended higher with broad gains across Greater China and Korea. US and China reached a framework to implement the Geneva consensus, though execution still requires approval from Presidents Trump and Xi. Commerce Secretary Lutnick suggested rare earth and magnet issues may be resolved through the deal, but any US export control easing depends on reciprocal Chinese moves. US-India and US-Mexico are reportedly close to interim trade deals addressing digital access and tariff relief, according to Reuters and Bloomberg. Eyes turn to Wednesday's US CPI report, where tariffs are expected to show up in higher core inflation. Elon Musk just now said he regrets his recent comments about President Trump.Companies Mentioned: Tesla, Lockheed Martin, Starbucks, General Mills

S4 Capital's Sir Martin Sorrell joins the pod to talk industry upheaval, AI, and how Asia is setting the pace for advertising's next era with WARC's Rica Facundo.WARC's report,The Pace Principle, is a landmark analysis and mythbusting guide built on consistent data from across Southeast Asia, Greater China, and India, to prove what marketing strategies work in dynamic markets like Asia to drive outsized impact. WARC Members get the full report along with practical insights to help CMOs and marketers of every level to apply these ideas to their own work, exemplary case studies, and a deck's worth of charts to help you drive growth in dynamic and diverse markets. If you're yet to subscribe, don't worry - you can also get a sample report here. 

Guest: Alexander John Schultz, Founder of Turnbury Group & EO Greater Bay Area President-Elect since 2024Host: Linh Podetti, EO Sydney Member since 2022 & Founder of Outsourcing AngelHow does a Goldman Sachs analyst end up brokering live lobsters in China? In this jaw-dropping episode, Alexander Schultz shares his bold leap from Wall Street to building an $11M seafood distribution business across Greater China.At just 24, Alex moved to Hong Kong with $25K and a dream—leaving behind a high-flying finance job for something completely unexpected. What started as a wild idea turned into Turnbury Group, a global seafood company distributing over 1 million pounds of product annually.Inside this episode:- From finance to fish: saying yes to an industry he knew nothing about- Building a business in a new country with no safety net- Scaling with grit, precision, and relentless execution- Turning seafood into a sustainable global mission- Leading the EO Greater Bay Area Metro chapter to unite entrepreneurs across bordersAlex's story proves: You don't need a revolutionary idea. You just need the courage to start and the discipline to execute better than the rest.ABOUT ALEXANDER SCHULTZAlexander Schultz is the Founder of Turnbury Group, a Hong Kong-based seafood distribution company connecting North America to Greater China. A former Goldman Sachs analyst, Alex bootstrapped his business from the ground up—now doing $11M+ in revenue and leading one of EO's most ambitious new chapters.CONNECT WITH ALEXANDER SCHULTZLinkedIn: www.linkedin.com/in/alexschultzhkX: @mrturnburyWebsite: www.turnburygroup.com--------------------ABOUT EO Entrepreneur's Organization (EO) is a global business network of 18,000 + influential business owners in over 220 chapters across 76 countries. We offer world-class events that encompass engaging entrepreneur and business stories, skills-specific workshops, and exciting social gatherings.Our mission is to drive both business and personal growth through peer-to-peer learning, providing support for the holistic entrepreneur experience covering business, family, community, and personal aspects. As a not-for-profit organization, all our funds directly contribute to member benefits.If you're a business owner with revenues ranging from US$250k to US$1m, you can join our Accelerator Program. If your revenues exceed US$1m, you can join the main EO Program in your nearest local chapter. To join or find out more about your nearest chapter, visit https://www.eonetwork.org/why-join/apply-for-membership-form.For further information, please contact:Podcast Host Linh Podetti: linh@outsourcingangel.com.au General Inquiries: support@eonetwork.org.au EO Sydney: www.eosydney.com.au EO Global: https://hub.eonetwork.org/

The Chinese Communist Party's complex and contradictory embrace of capitalism has played a pivotal role in shaping China's economic reforms since the late 1970s. The Bird and the Cage: China's Economic Contradictions (Palgrave MacMillan, 2025) explores the persistent tensions between state control and market forces in China. It shows how these tensions provide a framework to understand Xi Jinping's recent efforts to tighten control over the Chinese economy. It also evaluates the broader implications of these policies for China's economic trajectory and its global trade relationships. Nicholas Borst is vice president and director of China research at Seafarer Capital Partners, and a member of the seventh cohort of the Public Intellectuals Program of the National Committee on US-China Relations. Prior to joining Seafarer, he was a senior analyst at the Federal Reserve Bank of San Francisco covering financial and economic developments in Greater China. Previously, Mr. Borst was the China program manager and a research associate at the Peterson Institute for International Economics. He also worked as an analyst at the World Bank, reviewing Chinese overseas investment projects. He was the founder and editor of the Peterson Institute's China Economic Watch blog, the co-founder of the Federal Reserve's Pacific Exchanges blog and podcast, and the founder of Seafarer's Prevailing Winds blog. His research and commentary have been featured in the Financial Times, The Wall Street Journal, The Economist, Bloomberg, The Wire China, and South China Morning Post. He has testified before the U.S.-China Economic and Security Review Commission on two occasions. Mr. Borst holds a B.A. in political science and international studies from the University of Arizona. He holds a certificate in Chinese studies from The Johns Hopkins University – Nanjing University Center and a master's degree in international relations and economics from the Johns Hopkins University School of Advanced International Studies. He is a CFA charterholder and a member of the CFA Institute. Learn more about your ad choices. Visit megaphone.fm/adchoices

After the drama of Donald Trump's Liberation Day and the 145 percent tariffs he imposed on China, and Beijing's retaliation with 125 percent tariffs, the two countries have agreed a 90 day pause while they engage in further negotiations. But with the US recently announcing that it would seek to punish any business using advanced chips made by the Chinese IT giant Huawei anywhere in the world, and Beijing threatening retaliatory measures against anyone who complies, what are the prospects for a meaningful and lasting trade deal? On this episode we hear the views of two Americans with decades of experience in China, Kenneth Jarrett, a former US Consul General in Shanghai who is now the Senior Advisor in Shanghai for the strategic advisory firm Albright Stonebridge Group , and Jim McGregor, Chairman for Greater China of the consultancy APCO Worldwide, and formerly the head of Dow Jones in China.Image © Adobe Stock________________________________________The views and opinions expressed on this podcast are those of the speakers and are not necessarily those of the SOAS China Institute.________________________________________SOAS China Institute (SCI) SCI Blog SCI on X SCI on LinkedIn SCI on Facebook SCI on Instagram ________________________________________Music credit: Sappheiros / CC BY 3.0

“ Chinese consumers today are quite different — a massive middle class of 500 million people.  So big upside, but also bigger challenges.”Sarah Kochling is the Founder and Managing Principal of Shanghai Blossom Innovation, where she leads strategic growth initiatives for global brands and startups in China since 2014. With over 30 years of experience across Asia, This is a trusted advisor to Fortune 500 companies and early-stage ventures alike—guiding brand transformation, innovation strategy, and culturally attuned consumer engagement.Sarah got her start at Procter & Gamble in Hong Kong and Guangzhou in the early 1990s, where she managed brands across Greater China during a pivotal time of regional economic opening. Since then, Sarah's experience across China and Asia at J&J International, as well as leading innovation practices at agencies and advising several China startups. Fluent in Mandarin and deeply immersed in the Chinese market, Sarah brings a rare combination of strategic rigor, creative vision, and cross-cultural fluency—helping organizations navigate complexity and chart bold paths forward. Sarah attended is based in Shanghai, China. She studied Mandarin and Political Science from Wellesley College, and holds certifications in Chinese language and law from MIT Sloan. The Chinese University of Hong Kong, the Beijing Foreign Languages Normal College, and Harbin Institute of Technology. Sarah lives in Shanghai. You'll enjoy this candid conversation about a career at the intersection of culture, commerce, and innovation.This is part of our Chinese leaders series - hosted by P&G Alumni Emily Chang. Got an idea for a future “Learnings from Leaders” episode? Reach out at pgalumpod@gmail.com

Keyu Jin, Professor of Economics and Author, joins Jing Liu, Chief Economist, Greater China, HSBC, for a dynamic discussion about China's economic development.Watch or listen to their expert insights covering China's export competitiveness, domestic consumption, structural reforms, real estate and technology sectors, and relationship with the US.This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 25 March 2025. Find out more here: grp.hsbc/gisKeyu Jin is the author of 'The New China Playbook: Beyond Socialism and Capitalism' (2023)Disclaimer: Views of external guest speakers do not represent those of HSBC. Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, YouTube, or Anghami for the latest business news and insights.Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvARYouTube - https://www.youtube.com/playlist?list=PLBOGWG1Zpoxznztf0ucbZ5HZpP1cAqQQE Anghami - https://play.anghami.com/artist/7640230 Hosted on Acast. See acast.com/privacy for more information.

The Chinese Communist Party's complex and contradictory embrace of capitalism has played a pivotal role in shaping China's economic reforms since the late 1970s. The Bird and the Cage: China's Economic Contradictions (Palgrave MacMillan, 2025) explores the persistent tensions between state control and market forces in China. It shows how these tensions provide a framework to understand Xi Jinping's recent efforts to tighten control over the Chinese economy. It also evaluates the broader implications of these policies for China's economic trajectory and its global trade relationships. Nicholas Borst is vice president and director of China research at Seafarer Capital Partners, and a member of the seventh cohort of the Public Intellectuals Program of the National Committee on US-China Relations. Prior to joining Seafarer, he was a senior analyst at the Federal Reserve Bank of San Francisco covering financial and economic developments in Greater China. Previously, Mr. Borst was the China program manager and a research associate at the Peterson Institute for International Economics. He also worked as an analyst at the World Bank, reviewing Chinese overseas investment projects. He was the founder and editor of the Peterson Institute's China Economic Watch blog, the co-founder of the Federal Reserve's Pacific Exchanges blog and podcast, and the founder of Seafarer's Prevailing Winds blog. His research and commentary have been featured in the Financial Times, The Wall Street Journal, The Economist, Bloomberg, The Wire China, and South China Morning Post. He has testified before the U.S.-China Economic and Security Review Commission on two occasions. Mr. Borst holds a B.A. in political science and international studies from the University of Arizona. He holds a certificate in Chinese studies from The Johns Hopkins University – Nanjing University Center and a master's degree in international relations and economics from the Johns Hopkins University School of Advanced International Studies. He is a CFA charterholder and a member of the CFA Institute. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

The Chinese Communist Party's complex and contradictory embrace of capitalism has played a pivotal role in shaping China's economic reforms since the late 1970s. The Bird and the Cage: China's Economic Contradictions (Palgrave MacMillan, 2025) explores the persistent tensions between state control and market forces in China. It shows how these tensions provide a framework to understand Xi Jinping's recent efforts to tighten control over the Chinese economy. It also evaluates the broader implications of these policies for China's economic trajectory and its global trade relationships. Nicholas Borst is vice president and director of China research at Seafarer Capital Partners, and a member of the seventh cohort of the Public Intellectuals Program of the National Committee on US-China Relations. Prior to joining Seafarer, he was a senior analyst at the Federal Reserve Bank of San Francisco covering financial and economic developments in Greater China. Previously, Mr. Borst was the China program manager and a research associate at the Peterson Institute for International Economics. He also worked as an analyst at the World Bank, reviewing Chinese overseas investment projects. He was the founder and editor of the Peterson Institute's China Economic Watch blog, the co-founder of the Federal Reserve's Pacific Exchanges blog and podcast, and the founder of Seafarer's Prevailing Winds blog. His research and commentary have been featured in the Financial Times, The Wall Street Journal, The Economist, Bloomberg, The Wire China, and South China Morning Post. He has testified before the U.S.-China Economic and Security Review Commission on two occasions. Mr. Borst holds a B.A. in political science and international studies from the University of Arizona. He holds a certificate in Chinese studies from The Johns Hopkins University – Nanjing University Center and a master's degree in international relations and economics from the Johns Hopkins University School of Advanced International Studies. He is a CFA charterholder and a member of the CFA Institute. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/east-asian-studies

The Chinese Communist Party's complex and contradictory embrace of capitalism has played a pivotal role in shaping China's economic reforms since the late 1970s. The Bird and the Cage: China's Economic Contradictions (Palgrave MacMillan, 2025) explores the persistent tensions between state control and market forces in China. It shows how these tensions provide a framework to understand Xi Jinping's recent efforts to tighten control over the Chinese economy. It also evaluates the broader implications of these policies for China's economic trajectory and its global trade relationships. Nicholas Borst is vice president and director of China research at Seafarer Capital Partners, and a member of the seventh cohort of the Public Intellectuals Program of the National Committee on US-China Relations. Prior to joining Seafarer, he was a senior analyst at the Federal Reserve Bank of San Francisco covering financial and economic developments in Greater China. Previously, Mr. Borst was the China program manager and a research associate at the Peterson Institute for International Economics. He also worked as an analyst at the World Bank, reviewing Chinese overseas investment projects. He was the founder and editor of the Peterson Institute's China Economic Watch blog, the co-founder of the Federal Reserve's Pacific Exchanges blog and podcast, and the founder of Seafarer's Prevailing Winds blog. His research and commentary have been featured in the Financial Times, The Wall Street Journal, The Economist, Bloomberg, The Wire China, and South China Morning Post. He has testified before the U.S.-China Economic and Security Review Commission on two occasions. Mr. Borst holds a B.A. in political science and international studies from the University of Arizona. He holds a certificate in Chinese studies from The Johns Hopkins University – Nanjing University Center and a master's degree in international relations and economics from the Johns Hopkins University School of Advanced International Studies. He is a CFA charterholder and a member of the CFA Institute. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/chinese-studies

The Chinese Communist Party's complex and contradictory embrace of capitalism has played a pivotal role in shaping China's economic reforms since the late 1970s. The Bird and the Cage: China's Economic Contradictions (Palgrave MacMillan, 2025) explores the persistent tensions between state control and market forces in China. It shows how these tensions provide a framework to understand Xi Jinping's recent efforts to tighten control over the Chinese economy. It also evaluates the broader implications of these policies for China's economic trajectory and its global trade relationships. Nicholas Borst is vice president and director of China research at Seafarer Capital Partners, and a member of the seventh cohort of the Public Intellectuals Program of the National Committee on US-China Relations. Prior to joining Seafarer, he was a senior analyst at the Federal Reserve Bank of San Francisco covering financial and economic developments in Greater China. Previously, Mr. Borst was the China program manager and a research associate at the Peterson Institute for International Economics. He also worked as an analyst at the World Bank, reviewing Chinese overseas investment projects. He was the founder and editor of the Peterson Institute's China Economic Watch blog, the co-founder of the Federal Reserve's Pacific Exchanges blog and podcast, and the founder of Seafarer's Prevailing Winds blog. His research and commentary have been featured in the Financial Times, The Wall Street Journal, The Economist, Bloomberg, The Wire China, and South China Morning Post. He has testified before the U.S.-China Economic and Security Review Commission on two occasions. Mr. Borst holds a B.A. in political science and international studies from the University of Arizona. He holds a certificate in Chinese studies from The Johns Hopkins University – Nanjing University Center and a master's degree in international relations and economics from the Johns Hopkins University School of Advanced International Studies. He is a CFA charterholder and a member of the CFA Institute. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/economics

The Chinese Communist Party's complex and contradictory embrace of capitalism has played a pivotal role in shaping China's economic reforms since the late 1970s. The Bird and the Cage: China's Economic Contradictions (Palgrave MacMillan, 2025) explores the persistent tensions between state control and market forces in China. It shows how these tensions provide a framework to understand Xi Jinping's recent efforts to tighten control over the Chinese economy. It also evaluates the broader implications of these policies for China's economic trajectory and its global trade relationships. Nicholas Borst is vice president and director of China research at Seafarer Capital Partners, and a member of the seventh cohort of the Public Intellectuals Program of the National Committee on US-China Relations. Prior to joining Seafarer, he was a senior analyst at the Federal Reserve Bank of San Francisco covering financial and economic developments in Greater China. Previously, Mr. Borst was the China program manager and a research associate at the Peterson Institute for International Economics. He also worked as an analyst at the World Bank, reviewing Chinese overseas investment projects. He was the founder and editor of the Peterson Institute's China Economic Watch blog, the co-founder of the Federal Reserve's Pacific Exchanges blog and podcast, and the founder of Seafarer's Prevailing Winds blog. His research and commentary have been featured in the Financial Times, The Wall Street Journal, The Economist, Bloomberg, The Wire China, and South China Morning Post. He has testified before the U.S.-China Economic and Security Review Commission on two occasions. Mr. Borst holds a B.A. in political science and international studies from the University of Arizona. He holds a certificate in Chinese studies from The Johns Hopkins University – Nanjing University Center and a master's degree in international relations and economics from the Johns Hopkins University School of Advanced International Studies. He is a CFA charterholder and a member of the CFA Institute. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/finance

The Chinese Communist Party's complex and contradictory embrace of capitalism has played a pivotal role in shaping China's economic reforms since the late 1970s. The Bird and the Cage: China's Economic Contradictions (Palgrave MacMillan, 2025) explores the persistent tensions between state control and market forces in China. It shows how these tensions provide a framework to understand Xi Jinping's recent efforts to tighten control over the Chinese economy. It also evaluates the broader implications of these policies for China's economic trajectory and its global trade relationships. Nicholas Borst is vice president and director of China research at Seafarer Capital Partners, and a member of the seventh cohort of the Public Intellectuals Program of the National Committee on US-China Relations. Prior to joining Seafarer, he was a senior analyst at the Federal Reserve Bank of San Francisco covering financial and economic developments in Greater China. Previously, Mr. Borst was the China program manager and a research associate at the Peterson Institute for International Economics. He also worked as an analyst at the World Bank, reviewing Chinese overseas investment projects. He was the founder and editor of the Peterson Institute's China Economic Watch blog, the co-founder of the Federal Reserve's Pacific Exchanges blog and podcast, and the founder of Seafarer's Prevailing Winds blog. His research and commentary have been featured in the Financial Times, The Wall Street Journal, The Economist, Bloomberg, The Wire China, and South China Morning Post. He has testified before the U.S.-China Economic and Security Review Commission on two occasions. Mr. Borst holds a B.A. in political science and international studies from the University of Arizona. He holds a certificate in Chinese studies from The Johns Hopkins University – Nanjing University Center and a master's degree in international relations and economics from the Johns Hopkins University School of Advanced International Studies. He is a CFA charterholder and a member of the CFA Institute. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/book-of-the-day

The Chinese Communist Party's complex and contradictory embrace of capitalism has played a pivotal role in shaping China's economic reforms since the late 1970s. The Bird and the Cage: China's Economic Contradictions (Palgrave MacMillan, 2025) explores the persistent tensions between state control and market forces in China. It shows how these tensions provide a framework to understand Xi Jinping's recent efforts to tighten control over the Chinese economy. It also evaluates the broader implications of these policies for China's economic trajectory and its global trade relationships. Nicholas Borst is vice president and director of China research at Seafarer Capital Partners, and a member of the seventh cohort of the Public Intellectuals Program of the National Committee on US-China Relations. Prior to joining Seafarer, he was a senior analyst at the Federal Reserve Bank of San Francisco covering financial and economic developments in Greater China. Previously, Mr. Borst was the China program manager and a research associate at the Peterson Institute for International Economics. He also worked as an analyst at the World Bank, reviewing Chinese overseas investment projects. He was the founder and editor of the Peterson Institute's China Economic Watch blog, the co-founder of the Federal Reserve's Pacific Exchanges blog and podcast, and the founder of Seafarer's Prevailing Winds blog. His research and commentary have been featured in the Financial Times, The Wall Street Journal, The Economist, Bloomberg, The Wire China, and South China Morning Post. He has testified before the U.S.-China Economic and Security Review Commission on two occasions. Mr. Borst holds a B.A. in political science and international studies from the University of Arizona. He holds a certificate in Chinese studies from The Johns Hopkins University – Nanjing University Center and a master's degree in international relations and economics from the Johns Hopkins University School of Advanced International Studies. He is a CFA charterholder and a member of the CFA Institute. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/book-of-the-day

US equity futures are higher, with S&P up 2.5%. European equity markets are also pointing up. Asian markets go broadly higher. Greater China markets outperform on latest US-China trade developments. Nikkei was lagging, mild gains for ASX and Kospi sees moderate gains. Bond yields are back up with US 10-year 7 bps higher at 4.5%. Dollar sees big gains versus Japanese yen, euro, Swiss franc and sterling. Oil higher. Gold sharply lower. Industrial metals mixed. In a significant de-escalation of the US-China trade war, both countries announced that they will significantly reduce tariffs on the other. US will reduce tariffs on Chinese goods to 30% from 145%, for 90 days and China will reduce tariffs on US goods to 10% from 125%, also for 90 days. New duties reverse reciprocal and subsequent retaliatory tariffs imposed from 2-April, while US keeps in place 20% fentanyl tariff. Companies Mentioned: Dow,Inc, MAG Silver, Banco Santander, NatWest Group

Rachel Catanach is Senior Partner and General Manager of FleishmanHillard's New York operations, responsible for people development, cultivating existing client relationships, and securing new business.  She has held this position since November 2021.  She also spearheads the firm's Global Executive Advisory initiative. A New Zealand native, Rachel started her communications career as a business journalist and at in-house public relations positions before stints at Sweeney Vesty Limited in New Zealand, and then Waggener Edstrom, as General Manager of their Hong Kong operations.   In July 2007, she joined FleishmanHillard Hong Kong as General Manager and in 2016 was promoted to President of FleishmanHillard's Greater China operations, responsible for growing the firm's presence and reputation in this highly dynamic market. Rachel is a strong advocate for the PR industry and a regular commentator on industry issues and trends.   She has presented at Summer Davos in Dalian, moderated on the main stage at the Cannes Festival of Creativity, and was a key writer and contributor to The Page Society's most recent thought leadership report, Beyond Communication: CCO Leadership in Navigating New Complexity.  She has received many awards and in 2024 was recognized by PR Week as a Woman of Distinction.

Officials from China and the US will meet in Switzerland this week to de-escalate a trade war that has disrupted global supply chains, deepened economic uncertainty, and triggered significant market volatility. In this podcast, ING's Chief Economist for Greater China, Lynn Song, discusses how the talks could unfold, and the impact of the tariffs on China's economy this year and beyond.

S&P futures are pointing to a higher open, up +0.6%. European equity markets are mostly weaker in early trades, except with the DAX showing mild resilience after strong German factory orders data. Asian equities traded mostly higher today, led by gains in Greater China markets following the PBOC's liquidity measures. U.S. Treasury Secretary Bessent and USTR Greer will meet China Vice Premier He Lifeng in Switzerland tomorrow, marking the first high-level talks between the two nations since imposing mutual tariffs. The discussions aim at de-escalation rather than significant trade agreements, as both sides face economic pressures from the ongoing dispute. Companies Mentioned: Uber, AvidXchange, Masimo

S&P futures are pointing to a softer open, down (0.6%). European equities are mostly softer in early trades with only the FTSE 100 trading higher. In Asia, equities traded mixed as Greater China markets rallied after the Labor Day holiday, while Australia, Taiwan, and India posted losses amidst thin trading volumes. Asian currencies retreated Tuesday as the dollar stabilized and authorities dismissed speculation that forex movements were linked to tariff negotiations or a regional currency accord. Companies Mentioned: Doordash, Google

On behalf of Taiwan in the Indo-Pacific Region and its National Security Task Force the Hoover Institution held a Taiwan Roundtable Discussion on Tuesday, February 18, 2025, from 5:00 - 6:00 pm PT. Taiwan is facing a potential constitutional crisis. In December 2024, Taiwan's opposition-controlled legislature voted to impose a 2/3 supermajority quorum for the Constitutional Court to hear new cases. The legislature then voted down all the new nominees to the Court, leaving it with only 8 of members and unable to meet the new quorum requirement. The government has appealed to the Court to meet anyway and rule that the new amendments are unconstitutional. In this discussion, three experts on Taiwan's politics and judicial system discuss the factors leading up to this confrontation, the options facing the court, and the potential for deeper reforms to strengthen judicial independence in the face of a deepening confrontation between the ruling and opposition parties. ABOUT THE PARTICIPANTS Chien-Chih Lin is an associate research professor at Institutum Iurisprudentiae, Academia Sinica and an associate professor at the Graduate Institute of National Development, National Taiwan University. He received the LLM & JSD degrees from the University of Chicago. His academic interests focus on comparative constitutional law in Asia. Lin is the coauthor ofConstitutional Convergence in East Asia (2022) and Ultimate Economic Conflict between China and Democratic Countries (2022). His articles can be found in both peer-reviewed and student-edited law journals as well as edited volumes, including Oxford Handbook of Constitutional Law in Asia, American Journal of Comparative Law, and International Journal of Constitutional Law. He is the book review editor of International Journal of Constitutional Law. Weitseng Chen is a faculty member at the National University of Singapore Faculty of Law, specializing in law and economic development, law and politics, and legal history in the context of Greater China. He has recently published several books, including Regime Type and Beyond: The Transformation of Police in Asia (CUP, 2023), Authoritarian Legality in Asia: Formation, Development and Transition (CUP, 2019), The Beijing Consensus? How China Has Changed the Western Ideas of Law and Economic Development (CUP, 2017), Property and Trust Law: Taiwan (with Yun-Chien Chang & Y. J. Wu, Kluwer, 2017), and Law and Economic Miracle: Interaction Between Taiwan's Development and Economic Laws After WWII (in Chinese, 2000). Weitseng Chen earned his JSD from Yale Law School. Prior to joining NUS, he served as a Hewlett Fellow at Stanford's Center for Democracy,Development, and the Rule of Law (CDDRL) and practiced as a corporate lawyer in the Greater China region with Davis Polk & Wardwell. Kharis Templeman is a research fellow at the Hoover Institution and part of the Project on Taiwan in the Indo-Pacific. Templeman is a political scientist (Ph.D. 2012, Michigan) with research interests in Taiwan politics, democratization, elections and election management, party system development, and politics and security issues in Pacific Asia.

Keyu Jin, Professor of Economics and Author, joins Jing Liu, Chief Economist, Greater China, HSBC, for a dynamic discussion about China's economic development.Watch or listen to their expert insights covering China's export competitiveness, domestic consumption, structural reforms, real estate and technology sectors, and relationship with the US.This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 25 March 2025. Find out more here: grp.hsbc/gisKeyu Jin is the author of 'The New China Playbook: Beyond Socialism and Capitalism' (2023)Disclaimer: Views of external guest speakers do not represent those of HSBC.

S&P futures are pointing to a higher open, up +0.2% as market sentiment is buoyed by optimism over potential relief on U.S. auto tariffs. Asian equities were mixed, with solid gains in Australia and South Korea, while Greater China markets and the Hang Seng edged lower. European equities are mostly higher, with the STOXX 600 up +0.2% and German DAX up +0.5%. Market focus has shifted to corporate earnings and significant economic data releases. S&P 500 Q1 earnings are expected to show solid growth, but forward guidance has been largely negative. Earnings and macro data remain centered on the impacts of tariffs.Companies Mentioned: Amazon, Ford, Flotek Industries

Fireside chat with Dr Mark Konyn, Group Chief Investment Officer, AIA Group with Jessica Cheam, CEO, Eco-Business Hong Kong plays a pivotal role in Asia's growth, serving as a major hub for sustainable development investments. Leveraging its robust financial infrastructure and strategic position in the Greater Bay Area, Hong Kong has emerged as a gateway for international investors seeking to capitalize on Asia's — and particularly China's —growing demand for sustainable capital. As part of its efforts to foster sustainable growth, Hong Kong has launched a comprehensive array of capital market initiatives, including promoting green bonds, sustainable banking, and ESG disclosures – supported by regulatory frameworks that provide clear guidelines and incentives. The city also plays a crucial role in fostering innovation and collaboration across the region. With China on track to peak emissions by 2025 and achieve carbon neutrality ahead of its 2060 target, the region is at the forefront of global climate action and the broader energy transition. Hong Kong and Greater China's policies will significantly influence the world's decarbonization pathway. As investors increasingly demand clear climate transition plans, businesses must adapt and respond effectively. The region must also mitigate and respond to mounting climate risks while integrating resilience into its infrastructure. ‍‍ Unlocking capital for sustainability, Asia's premiere sustainable finance and business forum, hosted by Eco-Business and UNEP FI since 2018, will be hosting its inaugural dialogue in Hong Kong and convene thousands of key decision makers across Asia to chart the way forward on accelerating the region's economic transition towards a sustainable future. Speaker Dr. Mark Konyn Group Chief Investment Officer, AIA Moderator Jessica Cheam Founder and CEO, Eco-Business; Independent Director, Wilmar International and ComfortDelGro Group, MSID, ICDM

What's the legacy you want to leave — what values are most important to you? We're all made differently, so it's always important that people show up at work who they are.”Adam Antoniewicz is Nike China's VP of Mens Marketing, leading groundbreaking campaigns that redefine consumer engagement. Previously, he served as Apple's Head of Marketing Communications for Greater China, overseeing all customer-facing communications in Apple's $44B market - spearheading iconic campaigns, launching the company's first social media in the region, and navigating complex challenges like the China Cybersecurity Law and U.S.-China trade tensions. Adam's earlier roles include leading Nike Basketball in Greater China, where he led the Rise (打出名堂) campaign and launched the House of Mamba - the world's first reactive LED basketball court. Adam also drove key marketing partnerships for the NBA and helped build the NFL's presence in China. You'll enjoy the candid conversation about how we can enhance our team by learning from sport, and the importance of a pregame before work! This is part of our Chinese leaders series - hosted by P&G Alumni Emily Chang. Got an idea for a future “Learnings from Leaders” episode? Reach out at pgalumpod@gmail.com

This week the NüVoices podcasting team is thrilled to share a special crossover podcast episode from Jane Perlez' Face-Off: The U.S. vs China, on "Feminist Rebels". This is the fifth episode in the podcast's second season, focusing on the feminist wave in Greater China and where we stand now. The NüVoices podcast interview with Jane aired on February 13, 2025 and can be found here: https://nuvoices.com/2025/02/13/nuvoices-podcast-117-career-in-foreign-correspondence-with-jane-perlez/. Thank you to hosts Jane Perlez, Rana Mitter, and special thanks to Maggie Taylor for letting us cross-post this episode. Enjoy the episode and we'll be back in April.(Description below courtesy of Face-Off. Episode was originally aired on March 11, 2025.)China's leader, Mao Zedong famously said that “Women hold up half the sky.” But these days it doesn't feel that way in China. Unfair marriage rules, difficulties getting a divorce, barriers to owning property and many more restrictions are challenging women to speak out, and act. We'll hear about the Chinese “leftover women” who are veering from the traditional path and about the Chinese feminists of today.Guest:  Leta Hong Fincher, author, Leftover Women. Recommended Books: Leftover Women: The Resurgence of Gender Inequality in China by Leta Hong FincherTiananmen Square by Lai WenSound design, original score, mixing and mastering by Rowhome Productions. Rowhome's Creative Director is Alex Lewis. John Myers is Rowhome's Executive Producer.

S&P futures are pointing to a flat open today, down (0.07%). Asian equities traded mixed, with notable weakness in Greater China markets, while Japan's Topix outperformed. European markets are trading lower this morning, with major indexes all edging down. Companies Mentioned: T-Mobile, General Motors, Hyundai, Foxconn, Mitsubishi Motors

In this episode of Behind the Numbers, host Dave Bookbinder sits down with Jennifer Thornton, CEO of 304 Coaching and host of the Let's Fix Leadership podcast, for a deep dive into the critical role of talent strategy in business success. Jennifer shares her journey from retail leadership to becoming a sought-after expert in HR consulting and talent development. Together, they explore how aligning talent strategy with business objectives can drive sustainable growth and resilience. The conversation covers: ✔ The evolving landscape of leadership and how it impacts company culture ✔ Why flexible work environments matter for attracting and retaining top talent ✔ The risks of a “talent cliff” and how to avoid it ✔ Practical strategies for ensuring the right people are in the right roles Whether you're a business owner, executive, or HR leader, this episode is packed with insights to help you build a stronger, more adaptable organization. Tune in to learn how to future-proof your workforce and create a culture where talent thrives. About Jen Thornton: After an exciting 20+ year career in Operations and HR, leading teams across the US, Greater China, Mexico, and the UK, Jennifer launched 304 Consulting.​  Jennifer understands the importance of having a strong Talent Strategy to ensure you have the right people in the right roles with the right skill sets to deliver the business strategy.​ 304 Coaching offers services and consulting to help companies build and execute custom Talent Strategies.​  Jen is credentialed through the International Coaching Federation and holds certifications in several accredited methodologies, including Conversation Intelligence and Gallup Strengths. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.

“Giving back connects me to a new generation of people . It's important that people are curious and ask bold questions. It's about not giving answers, but enabling people to find their own answers.”Falk Fuhrmann is an award-winning creative strategist with over 25 years of experience, in growing businesses of local, regional or global scale. Falk currently leads HuíLüè — a strategy consultancy he founded in Shanghai specializing in brand strategy, cultural insights, and business innovation. Falk has also been teaching at the China Academy of Art in Hangzhou since 2020… empowering the new generation of Chinese creatives to bridge cultural differences and embrace strategic innovation that resonate locally and globally. While Falk has invested his impressive career on the agency side with leaders like TBWA, DDB, and Saatchi & Saatchi, he also led strategy for multiple P&G's categories across CEEMEA, APAC and Greater China. You'll enjoy this candid conversation on the fun of liquid collaboration, comparing Chinese and German cultures, and learning about the importance of getting from weird to wonder.This is part of our Chinese leaders series - hosted by P&G Alumni Emily Chang. Got an idea for a future “Learnings from Leaders” episode? Reach out at pgalumpod@gmail.com

US equity futures are slightly higher. European markets opened modestly firmer, tracking strong gains in Asian equities, particularly in Greater China. Markets remain cautious after Thursday's selloff driven by ongoing trade tensions and growth concerns. President Trump confirmed overnight that 25% tariffs on steel and aluminum imports have officially taken effect, prompting immediate retaliatory measures from Canada, Mexico, and the EU. However, markets saw some relief after Commerce Secretary Lutnick indicated productive talks with Canadian officials. Meanwhile, fears of a US government shutdown receded. On the geopolitical front, Russian President Putin expressed preliminary support for Ukraine's ceasefire proposal, though key conditions remain unresolved.Companies mentioned: Tesla, Baidu, Apple, Shein

Jenny Zhan, CEO, founded and leads all areas of business and operations for Beyond International. She brings more than 20 years of investment experience focused on institutional investing and managing multi-asset strategies. As a Charted Financial Analyst (CFA), she specializes in international wealth management and has managed investments in real estate assets and global equities markets for large institutional investors. Previously, Ms. Zhan was a portfolio manager and managing director at GMO, a Boston-based global investment leader (AUM $68B), from 2002 to 2011, where she was recognized for the firm's successful Greater China equity research and emerging market portfolio management. Prior to founding Beyond, she was the President of Good Hope Investment, a subsidiary of CreditEase Corporation. With her initiative and leadership, Good Hope quickly established its position as a top player in global investment immigration during her five-year tenure. Ms. Zhan also served as Chief Strategy Officer of Ambow Education Holding Ltd. She is recognized as one of the most influential and powerful leaders in the investment migration industry globally. Ms. Zhan earned her B.E. from East China University of Science and Technology and her M.S. in Chemical Engineering from the University of Maryland. -- Critical Mass Business Talk Show is Orange County, CA's longest-running business talk show, focused on offering value and insight to middle-market business leaders in the OC and beyond. Hosted by Ric Franzi, business partner at REF Orange County.

On this episode of China Field Notes, Scott Kennedy speaks with Kent Kedl on his 40-year journey in China from teaching English to consulting for multinational companies. They explore the past and present challenges foreign companies face in China, including understanding its regulations and adapting business strategies to local markets, how scenario planning is critical for navigating uncertainties, discuss his experiences during the pandemic lockdown in Shanghai, and the role of humor in processing new experiences, including in China. Kent Kedl is the founder and managing partner at Blue Ocean Advisors, a risk and strategy advisory firm based in Shanghai. Kent has consulted with multinational and Asia-based corporations on a range of issues, such as geopolitical risk, M&A and organic growth strategy, crisis management and organizational development programs. He was previously the Managing Partner for Control Risks' Greater China and North Asia practice and, prior to that, was a partner with Technomic Asia, a market strategy consulting firm. Kent has worked as a journalist and is a frequent contributor to Asia-based media outlets. Kent has been working across Asia and living in China for nearly forty years.

US equity futures are higher after a sharp selloff on Friday. European markets opened mixed, with gains in Germany following its election outcome. Asian equities ended mostly lower, with weakness in Greater China markets and South Korea. Markets remain focused on concerns over weakening economic indicators and rising inflation expectations. President Trump signed a memorandum directing CFIUS to restrict Chinese investment in strategic US sectors and further tightened curbs on US investment in sensitive Chinese technology. Meanwhile, attention is on potential China tariff increases, with reports suggesting higher duties on Chinese steel. In Europe, Germany's election outcome provided mild support to risk appetite as the center-right CDU/CSU bloc secured the largest share of the vote. Elsewhere, discussions over a US-Ukraine minerals deal are ongoing. Companies Mentioned: Hon Hai, Honda, Nissan, Mitsubishi, Tesla, Blackstone, Shein

S&P futures are indicating a slightly lower open, down (0.24%), as traders digest the escalating tariff rhetoric from President Trump, who recently imposed 25% tariffs on steel and aluminum imports with warnings of additional measures on cars, semiconductors, and pharmaceutical products in the near term. Asian markets were mixed on Tuesday. Greater China markets closed lower, as investors took profits following a six-day rally driven by AI-related optimism. European earnings season has started strong, with 69% of companies beating sales forecasts. Companies Mentioned: Columbus McKinnon, Phillips 66, SoftBank Group

After many months of threats, the US has imposed 10% tariffs on all Chinese goods coming into the country and China retaliated immediately, launching an investigation into Google and putting its own levies on a range of American goods including LNG. Thus begins a new era of protectionism. The tariffs and any additional moves are set to slow economic growth in China, which is already struggling to boost consumer spending, reboot its property sector and lure more foreign investment. This is likely just the beginning, with higher levies to come in a repeat of the 2018-19 trade war. Despite the headwinds, Chinese President Xi Jinping still has a lot of tools at his disposal. Helen Qiao, chief economist for Greater China at Bank of America, joins John Lee and Katia Dmitrieva to gauge the impact in the world's second largest economy and what could lay ahead.See omnystudio.com/listener for privacy information.

In this report, it's called the 20/80 rule. Are we going to see a lot of brands exiting the Chinese market, or are there still opportunities? We're back for round #2, covering Totem Media's 2025 Marketing & Media Trends. Today, we talk about the 25 considerations, although we go through all of them, just the key ones. We're honored to have Totem Media Founder Chris Baker back on the show. Joining Chris is Minnie Wang, Senior Reporter for Campaign Asia. Minnie covers the marketing and advertising issues of Greater China for the magazine. 1. Looking at the considerations, #4 "Brands Still in Disbelief" - Can you explain this one? 2. Consideration #6: Experiences on the Upswing & #7 Active Hobbies are Growing - How will this translate for brands? 3. What's the 20/80 Rule? Will we expect many brands to leave the China market? 4. #14: The Great Retail Remix - How will retail survive the economic crunch? Is there anyone winning? 5. And for a bit of optimism...'#21 - China is Stil a Growth Market' - are you still bullish on China?

Der Apfelkonzern steigert im letzten Quartal seine Umsätze um 4% auf 124,3 Milliarden Dollar und den Nettogewinn um rund 7% auf 36,3 Milliarden Dollar. Die Bruttomarge erreichte mit 46,9% einen neuen Höchstwert, vor allem dank des wachsenden Servicegeschäfts. Dennoch gibt es wachsende Probleme in "Greater China", wo die Erlöse auf 18,5 Milliarden Dollar sanken, was einem Minus von 11% oder 2,3 Milliarden Dollar im Vergleich zum Vorjahr entspricht. Die iPhone Verkäufe schwächeln mit einem Umsatz von rund 69 Mrd. US $ und in China ist man nur noch die Nummer 3, mit einem Marktanteil von 17,1 nach Xiaomi und Huawei an der Spitze. Inflationszahlen waren mit +2,6% / +2,8% Kern PCE im Rahmen der Erwartungen ausgefallen und die Wall Street steuert Ende Januar auf Monatsgewinne bei den wichtigsten Indizes zu. Gold erreicht zudem einen neuen Höchststand, wegen der Zollbefürchtungen der Marktteilnehmer. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

From TikTok to AI, concerns are growing around the world about the influence of Chinese technology. Kathrin Hille, FT Greater China correspondent, tells us how TikTok might be influencing the political views of young people in Taiwan but former Head of Cybersecurity at GCHQ Ciaran Martin says the threat may not be as it seems. What will new reporting rules mean for the way the press covers the family court? We get two perspectvies. Katie and Ros meet the producer of a controversial new Channel 4 programme which puts people with strong opinions about immigration into the shoes of those attempting to come to the UK. Plus, we find out why a gang of nerds has been flocking to Las Vegas to solve unusual game tasks in Microsoft Excel.Presenters: Katie Razzall and Ros Atkins Producer: Simon Richardson Assistant Producer: Lucy WaiGuests: Shirin Ghaffary, AI Reporter, Bloomberg; Ciaran Martin, Professor, Oxford University Blavatnik School of Government; Kathrin Hille, Greater China correspondent, Financial Times; Hannah Summers, Family Courts Journalist, Bureau of Investigative Journalism; Emily Verity, Barrister, 1GC Family Law; Emma Young, Executive Producer, Minnow Films; Robert McMillan, Reporter, Wall Street Journal

President Trump announces a ‘monumental' $500bn A.I. infrastructure project called Stargate, backed by OpenAI, Oracle and Japan's Softbank. Netflix shares soar as price hikes and live events help the streaming giant post a huge beat on subscriber numbers. In Asian markets, Greater China stocks disappoint amid new threats of tariffs coming from the Trump administration while European indices are set to open in the green. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

“ Yeah. We plan to replace the fleet by 2040. We can't scrap all of them now because each bus lasts 18 years. So we have the depreciation for 18 years. They're all from the U.K. All the buses are from the U.K. All the double-deckers. That's the only country that makes double-decker buses, and it's the same as Singapore. All the double-deckers are from the U.K. Because of COVID, when we replace all these diesel buses with electricity, you need a lot more power and electricity to accommodate this. So the government has to work with us. But today, we can't really see that if we import all these 4,000 electric buses to Hong Kong, there will be enough charging stations. We'll have to build a new depot that accommodates electric buses. So in Yuen Long, we're building a seven-storey, new depot that can charge 1,000 buses every night. But after we build it, the government has to give us the confidence that they can give us the power to charge these buses. So there's no point building a new depot if there's not enough electricity to charge it. So we're delaying it now. But the idea is still the same. We will have to replace it with green energy because it's much better for the environment.” - William Louey Fresh out of the studio, William Louey, 4th generation business leader of Kowloon Motor Bus (KMB), talks about his vision for transforming Hong Kong's public transportation system through sustainability and innovation. He discusses KMB's ambitious plan to electrify its bus fleet by 2040, highlighting the challenges of infrastructure, power supply, and government collaboration. He also shares his philanthropic efforts specifically on education and how they shaped the next generation of leaders to pay it forward. Last but not least, William shares what great would look like for KMB in a green and sustainable future. Audio Episode Highlights: [00:46] Quote of the Day (#QOTD) by William Louey [02:07] Introduction to the Guest and KMB's Electrification Plan [02:53] Influences from Family and Philanthropic Leadership [04:44] The Beginnings of the Educational Foundation [07:31] Shifting from Wealth Accumulation to Making an Impact [18:11] Overview of KMB's Role in Hong Kong's Transportation Network [21:35] Vision for Green Transit: KMB's Electric Bus Roadmap [23:15] Exploring Hybrid and Emerging Technologies [25:31] Infrastructure and Power Challenges for Electrification [28:46] Autonomous Vehicles and the Future of Public Transit [34:16] The One Thing William Louey Knows that Very Few Do [35:58] Balancing Technology and Employee Welfare [37:26] What Does Great Look Like for KMB? [40:19] Pet Buses and Women-Only Bus Routes in Hong Kong [42:49] Closing Thoughts and Reflections Profile: William Louey, Businessman and Philanthropist in Hong Kong. William Louey serves as a non-executive director of Transport International and founding member of JNW Properties. He established the William S. D. Louey Educational Foundation in memory of his grandfather. The William S.D. Louey Educational Foundation provides scholarships and bursaries to academically outstanding students from Hong Kong and Greater China for overseas studies. Podcast Information: Bernard Leong hosts and produces the show. Proper credits for the intro and end music: "Energetic Sports Drive" and the episode is mixed & edited in both video and audio format by G. Thomas Craig Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

Haibin Zhu, joined by Grace Ng and Tingting Ge, will discuss what the red sweep and tariff war 2.0 risk means for China, and implications on Taiwan and Hong Kong. Two major themes affect our 2025 growth outlook, namely China's domestic policy shift since late September, and the Trump win in the US presidential election. While we think the odds of a 10% across-the-board tariff in 2025 are low, in part for procedural reasons, the probability of a significant tariff hike on China imports has increased significantly. This stands in contrast with our previous assumption of no major change in trade policy in 2025 and has significant implications on the Greater China 2025 macro growth and policy outlook. This podcast was recorded on Nov 22, 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://jpmorganmarkets.com/research/content/GPS-4842856-0, and https://jpmorganmarkets.com/research/content/GPS-4773721-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved.

On this episode we speak to Swei about how he went from Nike, to Apple, to managing the Greater China market for Speake Marin. We talk about the Ripple collection, why the longevity of a brand is important to collectors, and how the brand has evolved to more modern designs.

Goodwin Gaw is the Founder and Managing Principal of Gaw Capital Partners, a real estate private equity fund management company focusing on markets in Greater China and other high-barrier-to-entry markets globally. Established in 2005, Gaw Capital Partners has raised equity in excess of USD$22 billion as of 2022 Q3 and currently manages assets of over USD$33.6 billion, encompassing residential developments, retail centers, hotels, commercial, IDC, and logistic properties.Links:Gaw Capital Partners - https://www.gawcapital.com/Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/Juniper Square - https://www.junipersquare.com/Topics:(00:00:00) - Intro(00:01:18) - Goodwin's background and career(00:16:57) - Opportunities for cross-border capital when Asia opened up in the ‘90s(00:20:00) - What were the most investable assets in China for US institutions?(00:24:21) - What does Gaw capital look like today?(00:27:08) - How do you think about entering new markets?(00:29:48) - Where are you seeing opportunity when others run for the exits?(00:34:18) - Thoughts on San Francisco(00:37:27 - What's the investor appetite for China(00:41:23) - What other global markets are you in?(00:42:06) - What is the big opportunity in Japan?(00:45:15) - Where is the Outbound Asian capital going?(00:48:28) - Where are you spending your time over the next 12-24 months?(00:49:49) - Does private credit function similarly in Asian markets?(00:53:34) - What advice would you give to folks aspiring to become entrepreneurs?

S&P futures are relatively stable, indicating a flat open as markets digest a mix of corporate earnings, macro data, and geopolitical developments. Asian equities mostly traded higher today, except for Greater China. European markets are broadly higher today following a positive US close, with the STOXX 600 nearing an all-time high. For today's highlight, China's market selloff intensified, with the Hang Seng index dropping almost (4%) due to weak economic data and uncertainty over fiscal stimulus plans, which disappointed investors. Key sectors like consumption, internet, and IT, along with mainland property indexes, also saw significant declines. Companies Mentioned: Frontier Communications, AMD, NVIDIA, Intel