China Inc by Bamboo Works discusses the latest developments on Chinese companies listed in Hong Kong and the United States to drive informed decision-making for investors and others interested in this dynamic group of companies.
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Learning about myself takes a turn to learning about my God, our history, love, and so much more. Welcome... let's do this man!
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Podcast yang bakal ngebahas seputaran Basket, Bola, dan Wrestling. Diselipin candaan dan tawa, sama dua orang yang sangat update dan satu orang sotoy.
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Construction Material Woes, and a New Bull Market
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Much has been said about China's suffering property developers, but construction material makers are also in trouble. Will the government come to their rescue? And offshore China stocks enter bull territory with a 25% rally for the Hang Seng Index. What's driving this sudden surge, and will it last?Af Bamboo Works
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Ping An Trust Misses a Payment, and SAIC Sells Down Its India Venture
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16:28
Ping An Trust has missed a $100 million payment on a wealth management product tied to Zhenro, a property developer. Does this show the woes afflicting China's trust industry are creeping up the food chain to top-tier names like Ping An? And leading automaker SAIC has sold 51% of its India venture to local partners for $624 million. Is this purely …
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A Fitch Downgrade, and New Steps to Bring Back Global Tourists
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Fitch has lowered its outlook on China's sovereign rating to "negative," citing economic uncertainty. What does this mean for investors, and what's the likelihood of an actual ratings downgrade? And China has ordered all hotels rated three stars or higher to accept foreign credit cards. Will this help to bring back foreign travelers after three yea…
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China EVs Under Attack, and Alibaba’s Sputtering Split-up
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China accuses US of unfair EV subsidies at the WTO. Will the US fight back with a counter claim against Chinese EVs? And Alibaba cancels an IPO for its Cainiao logistics unit. Is its bigger plan to break up the company falling apart?Af Bamboo Works
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Relaxing Data Requirements, and a Big Dividend
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18:16
China exempts most foreign firms from worrisome data requirements. But will it change its mind later? And a leading fintech lender offers a massive dividend. But shareholders worry more about its rapidly shrinking size.Af Bamboo Works
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Japanese Auto Cuts, and a Drugmaker's Fall
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20:49
Nissan and Honda weigh major cuts of up to 30% in their China car production. What's driving the trend, and is it likely to speed consolidation in the over supplied industry? And shares of drugmaker CStone fell 40% after it was booted from the Hang Seng Index and China stock connect program due to drops in its stock price. Was the selloff the resul…
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A China Bull Market, and Bottled Water Under Fire
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18:00
After two years of suffering, Chinese stocks are showing some new signs of life. But is this fledgling bull market for real? And China's leading bottled water brand, Nongfu, has come under attack from nationalists for its red bottle caps said to look like the Japanese flag. How big a risk are such attacks, and is the problem worsening?…
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US Targets China EVs, and the Passing of a Beverage Tycoon
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18:22
President Joe Biden has launched an investigation into whether Chinese new energy vehicles could pose a national security threat. Does that mean the end of the road is near for Chinese NEVs in the world's largest economy? And beverage tycoon Zong Qinghou is dead at the age of 79. Why was he so controversial, and why does China no longer churn out t…
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Foreign Investor Flight, and Coffee Is King
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22:51
Foreigners are putting a pause on their China investments, as a new AmCham survey shows a record 40% of respondents won't make any new investment in the next three years. Has the bloom finally come off the China investment rose? And Bamboo Works' 2023 annual review shows that new energy and e-commerce were the hottest topics for China stock buyers …
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China's Burgeoning Debt, and a New Type of China IPO
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18:03
China's debt-to-GDP ratio swelled to 288% last year, up 13.5 basis points and a huge level by any standard. Is this kind of debt level sustainable, or will something have to give? And a company called Arrivent has just listed in New York, banking on its licensing deal for a made-in-China cancer drug to make its own big money by selling the drug in …
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Evergrande Ordered to Liquidate, and a Tale of Two Airline Types
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16:41
A Hong Kong judge has ordered embattled developer Evergrande to liquidate after it failed to reach a debt restructuring deal with its foreign creditors. But will Beijing play ball? And China's private airlines flew into the black last year with big profits on a wave of "revenge travel," but big state carriers continued to post massive losses. What'…
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China Embraces GMO Crops, and Anta Eyes NY IPO for Amer
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15:38
After years of hesitation, China is finally embracing genetically GMO crops with its approval of some genetically modified types of soybeans and corn. What's leading Beijing to change its mind? And sportswear sensation Anta has applied to spin off and list its foreign Amer unit in New York, just five years after purchasing the company. Will investo…
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China's Premier in Davos, and Shein IPO Hits a Speedbump
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18:20
Chinese premier Li Qiang told the World Economic Forum that China's economy grew 5.2% in 2023. But will it be able to maintain that growth this year? And China's internet regulator is probing fast fashion sensation Shein for its data handling practices. Will that derail the company's plans for a mega-IPO in New York?…
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A Biotech Buyout, and an Influencer Uprising
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21:20
AstraZeneca has offered to buy money-losing Gracell Biotech for up to $1.2 billion, in a first-of-its kind M&A for a Chinese drug startup. Will China approve the deal? And e-commerce company East Buy's CEO gets sacked under pressure from its top online salesman. How much power do such influencers wield at Chinese internet companies?…
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Shaky Regional Banks, and Bubble Tea IPOs
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17:49
China's big national banks are growing wary of their smaller regional counterparts. Will this put further pressure on the smaller lenders, many of which are already struggling? And two leading bubble tea makers file for Hong Kong IPOs. Will investors scoop up their shares, or shun them over concerns about China's slowing economy?…
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China’s Private Equity Clampdown, and a Tech Hotshot Drives Out of America
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18:03
China is raising the bar for its vast field of venture capital and private equity companies, a move that looks aimed at avoiding a repeat of the P2P crisis a few years back. What's the implication for Chinese startups? And former autonomous trucking highflier TuSimple is retreating from the U.S. to focus on its China business. What's driving this a…
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China Sets Goals for 2024, and a French Snub for Chinese EVs
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20:00
Chinese leaders said they'll prioritize progress and stability in 2024 at their annual Central Economic Work Conference. Does that mean they'll put greater emphasis on the economy? And France and Turkey take new steps that could limit Chinese EV imports. What's behind this growing bias against Chinese electric cars that are flooding the global mark…
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An EV Newbie Goes to Wall Street, and a Bubble Tea Giant to Hong Kong
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16:52
EV maker Zeekr, owned by car giant Geely, has filed for a New York IPO to raise as much as $1 billion. But with only two years of history, will investors embrace the company? And bubble tea giant Mixue Bingcheng eyes its own listing in Hong Kong. But will investors worry that China's premium tea market is overheated and about to burst?…
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The rebounding yuan, and China approves a chip mega-merger
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13:04
After falling to multiyear lows, China's yuan has come roaring back in recent weeks. But what has changed, and are the gains for real? And China approves the $69 billion merger of VMWare with global chip giant Broadcom after more than a year. Does this signal a friendlier new approach by China to global chip M&A?…
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Plunging Healthcare Investments and WH Group Eyes Smithfield IPO
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14:57
After several years of unbridled enthusiasm, investors have sharply pulled back their support for Chinese healthcare startups. Why the sudden cold feet toward this group? And a decade after acquiring U.S. pork giant Smithfield, China's WH Group is eyeing a New York listing for the company. Could this be prelude to a sale of this pork barrel investm…
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A Xi-Biden Summit Takes Shape, and Stellantis Rescues an EV Startup
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A summit between Xi Jinping and Joe Biden is looking increasingly likely after China’s foreign minister traveled to Washington last week. But will such a meeting accomplish anything? And Stellantis, owner of the Chrysler and Peugeot brands, will pay $1 billion for 20% of Chinese EV maker Leapmotor. What’s driving this odd partnership between a glob…
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China-built Battery Plant Hits the Skids in U.S., and Pet Site Boqii Bows from NYSE
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21:27
Ford has put the brakes on a battery plant being built for it in the U.S. by China’s CATL. Is this the end of the road for Chinese EV investments in the U.S.? And pet community operator Boqii is leaving the NYSE after a “ruff” three years. Are more Chinese companies likely to follow Boqii’s lead?Af Bamboo Works
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Another foreign worker barred from leaving China, and a data security reversal
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18:22
China has barred a top executive from U.S. risk control firm Kroll from leaving the country. Will this send more chills through foreign companies in China? And after implementing a strict new law on cross-border data transfers, China rolls out a new draft rule rolling back some of the toughest requirements. Will that be enough to ease concerns of j…
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Dida Makes New IPO Bid, and Moutai Chases the Young Crowd
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Ride sharing company Dida has filed a fourth time for a Hong Kong IPO. Will this Chinese Uber knock-off finally win over skeptical investors? And after trying its hand as a flavoring for milk and then coffee, traditional spirits maker Moutai is in yet another new tie-up with U.S. chocolate maker Dove. But will the young people who enjoy coffee and …
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The EU investigates Chinese EVs, and foreign investors flee China
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21:01
The European Union has launched an anti dumping probe into Chinese EVs, saying they may benefit from unfair government support. Will this kill a recent boom in China’s EV exports? And foreign stock buyers and businesses are heading for the China exit door in droves. What will that mean for Chinese stocks and foreign direct investment?…
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Baidu launches its ERNIE chatbot, and Baozun in a major new foreign tie-up
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21:39
Baidu has officially made its ERNIE chatbot available to the public, a half year after it first unveiled its answer to the ChatGPT sensation. But will ERNIE and other Chinese chatbots be ignored by local consumers due to China’s strict content controls? And e-commerce software tools maker Baozun announces a tie-up to bring a major American sportswe…
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China’s steps up the stimulus, and U.S. Commerce secretary comes calling
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16:42
China sharply stepped up its economic stimulus efforts last week, rolling out new initiatives to boost the stock market and support small businesses and the property market. But will the efforts be enough to jumpstart the slowing economy? And U.S. Commerce Secretary Gina Raimondo paid visits on Beijing and Shanghai, where she raised eyebrows by say…
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China kills a global chip deal, and a leading bubble tea maker goes to London
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17:12
China has vetoed the purchase of Israel’s Tower Semiconductor by U.S. chip giant Intel by failing to give its approval for the deal. Is this retaliation for recent U.S. moves to stifle China’s chip development, and what are the implications for future global M&A? And bubble tea maker HeyTea has opened its first store in London, joining a growing nu…
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China’s central bank gets busy, and disappearing youth unemployment data
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15:22
China’s central bank has been on a roll lately, first lowering several key interest rates, and then announcing its policy will be “precise and forceful.” Are these kinds of strong words and actions from the usually conservative central bank cause for concern? And the National Bureau of Statistics announces it will stop publishing youth unemployment…
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China’s coffee comeback kid passes new milestone, and Miniso launches dividend policy
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19:50
The unlikely comeback for scandal-tainted coffee chain Luckin marches on, as the company passed rival Starbucks in revenues for their China business. But is Luckin expanding too quickly? And low-cost retailer Miniso announces a dividend policy, saying it will return 50% or more of its profits to shareholders. Will more new economy Chinese companies…
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China calls for public participation in anti-spying campaign, and a China stock see-saw
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21:54
China has called on the public to report any suspicious activity to assist in its latest campaign to root out espionage. That has foreign businesses worried, since some of the market data they routinely collect to make decisions might be considered national secrets under China’s new data security law. How will all this affect foreign business in Ch…
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An E-Commerce Dust-Up and Foreign Private Equity Shuns China AI
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15:51
E-commerce upstart Temu has sued fast-fashion sensation Shein in the U.S., accusing it of anti-competitive behavior. Will a U.S. judge agree? And big private equity has been notably absent from investing in China’s vibrant AI sector these days. Why are these big-name investors avoiding the space, and what impact might that have on the sector’s deve…
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GDP growth falls short, and John Kerry and Henry Kissinger call on China
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19:35
China’s GDP grew 6.3% in the second quarter year-on-year. While that may look good on the surface, it was actually below analyst estimates and reflected weak year-ago numbers during the two-month Shanghai lockdown. Is more economic stimulus needed? And can Beijing use its old tools to fix these new problems? And U.S. climate envoy John Kerry comes …
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Ant Group and Tencent slapped with fines, and Freshippo steps up for IPO
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19:41
China’s central bank has slapped major fines on Ant Group and Tencent, including a nearly $1 billion fine on Ant, operator of Alipay. Is this the start of a new round of big fines on China’s big tech? Or does it mark the end of a recent storm of regulation that began after outspoken Alibaba founder Jack Ma criticized the government?…
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Janet Yellen goes to China, and Beijing puts brakes on two key high-tech minerals
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16:23
Treasury Secretary Janet Yellen has become the latest high-ranking U.S. government official to travel to Beijing, following Secretary of State Antony Blinken’s visit in June. But will it be enough to put U.S.-China relations back on track? And Beijing slaps export restrictions on gallium and germanium, two important minerals used in many high-tech …
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Corruption at a major policy bank, and AbbVie sues an upstart drug maker
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17:46
China Development Bank has become the target of the latest anti-corruption crackdown by China’s main graft buster. Will this affect China’s policy of lending big money to developing countries, and if so, what’s driving such a shift? And AbbVie has filed a suit in the U.S. against BeiGene, one of China’s most up-and-coming young drug makers. What’s …
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European businesses glum on China, and AstraZeneca weighs spin-off for Chinese unit
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16:08
The latest annual survey by the EU Chamber of Commerce in China shows revenue fell for more European businesses’ China operations last year. Is this a watershed moment for China’s economy, showing the days of western enthusiasm for investing in the country will never return to pre-covid levels? And AstraZeneca has become the latest major company to…
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Corruption crackdown hits China’s big tobacco, and a tech company splits in two
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21:22
A two-year-old corruption clampdown in China’s sprawling tobacco monopoly and regulator has netted nearly 20 senior officials and executives. Why doesn't any other company or sector contribute revenue as abundantly and consistently to central government coffers as China Tobacco? Will China ever get serious about stamping out smoking more aggressive…
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China’s disjointed labor market, and Elon Musk’s red carpet China treatment
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18:16
China’s labor market is churning out too many white collar wannabe college grads, but not enough people to fill its blue-collar labor positions. How can China keep more blue-collar workers and their employers in China? Or does China still need so many blue-collar workers? And Elon Musk get audiences with China’s foreign, commerce and industry minis…
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China takes global car export crown, and Geely takes a spin with Aston Martin
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18:17
China officially passes Japan as the world’s biggest car exporter in the first quarter of this year. Will Chinese EVs follow down the same road as its solar panels to dominate the global market? And Geely pays 234 million pounds to boost its stake in the renowned but struggling British sportscar maker Aston Martin. Does this mean we'll see James Bo…
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Australian timber returns to China, and Alibaba’s break-up marches on
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20:43
China has resumed imports of Australian timber as relations between the two countries continue to thaw after a period of deep freeze. And Alibaba announces plans to spin off its cloud unit and make IPOs for its Freshippo supermarket and Cainiao logistics businesses.Af Bamboo Works
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Alibaba mulls listing for overseas e-commerce, and Nio sues blogger
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16:20
Alibaba is considering a separate listing for its offshore e-commerce business, consisting of Lazada and AliExpress. And Nio is suing a blogger, accusing him of posting a deliberately misleading video implying the company discriminates against Chinese consumers.Af Bamboo Works
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U.S. leaders return to China, and May Day holiday traffic
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13:53
U.S. Secretary of State Antony Blinken wants to reschedule his postponed trip to China for later this year, while JPMorgan chief Jamie Dimon will head to China later this month. And May Day tourism traffic passes pre-pandemic levels, but property sales remain depressed.Af Bamboo Works
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China loses population crown, and deliverymen find friend in Hangzhou
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19:11
China will officially lose its title as the world’s most populous nation to India in the middle of this year, according to a UN projection. And Hangzhou is calling on employers to provide social insurance for the thousands of deliverymen who bring city residents everything from takeout dining to e-commerce parcels.…
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GDP growth bounces back, and Hong Kong welcomes ‘specialist tech companies’
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15:44
China’s GDP grew 4.5% in the first quarter, rebounding from 2.9% growth the previous quarter. And Hong Kong rolls out the welcome mat for tech startups with the launch of new rules allowing money-losing high-growth companies to list on the stock exchange’s main board.Af Bamboo Works
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Score one for the yuan, and a made-in-China stock story
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15:34
China discloses the settlement of a major natural gas deal with France using its local currency, the yuan. And shenanigans involving lost pledged shares and a new class of stock to protect a founder’s stake in his company.Af Bamboo Works
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Alibaba and JD.com break up, and China’s growing love affair with Saudi Arabia
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14:00
Alibaba announces a plan to split into six parts, and JD.com says it’ll spin off its commercial and real estate arms. And Saudi Arabian announces two new multibillion-dollar oil refining investments in China.Af Bamboo Works
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Auto price wars, and the China-Hong Kong stock connect expands
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16:33
Price wars break out as car makers in China, from Volkswagen to BYD, scramble to clear inventory. And foreign names like Samsonite and L’Occitane join the China-Hong Kong stock connect program, but no one is buying.Af Bamboo Works
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New premier vows private sector support, and foreigners return to China
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16:10
Li Qiang vows his “unequivocal and steadfast” support for China’s private sector in some of his first remarks as premier, and China resumes issuing visas for foreign business travelers and tourists.Af Bamboo Works
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China’s space ambitions, and Evergrande’s ‘Lehman moment’
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15:40
China builds a low Earth orbit satellite constellation to rival Elon Musk’s Star Link. And Evergrande faces a potential “Lehman moment” as it fails to negotiate new terms for its massive debt with key creditors ahead of a key court date.Af Bamboo Works
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