Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>In Depth: Malaysia Becomes a Lynchpin in U.S.-Led Effort to Break China’s Grip on Rare Earths</li><li>In Depth: Nexperia’s Plight Could Have ‘Severe’ Impact on Global Automakers</li><li>Hong Kong Fire Victims Recount Horror of Being Trapped Without Warn</li></ul>

In Depth: Malaysia Becomes a Lynchpin in U.S.-Led Effort to Break China’s Grip on Rare EarthsIn Depth: Nexperia’s Plight Could Have ‘Severe’ Impact on Global AutomakersHong Kong Fire Victims Recount Horror of Being Trapped Without Warn

CX Daily: Malaysia Becomes Key to U.S. Push to Reduce China’s Rare-Earth Dominance 

<ul><li>AI / Analysis: China’s AI Companions Struggle to Turn Intimacy Into Industry</li><li>China-U.S. /: U.S., China Reach Broad Truce to Ease Trade War</li><li>Trade /: China Expands Pilot Program for Easier Cross-Border Trade Settlements</li></ul>

AI / Analysis: China’s AI Companions Struggle to Turn Intimacy Into IndustryChina-U.S. /: U.S., China Reach Broad Truce to Ease Trade WarTrade /: China Expands Pilot Program for Easier Cross-Border Trade Settlements

CX Daily: China’s AI Companions Struggle to Turn Intimacy Into Industry 

<ul><li>Lawsuit /In Depth: Why Singapore Sovereign Fund Sues Chinese EV-Maker Nio</li><li>Food safety /In Depth: Stinky Shrimp Sets Off Storm About School Lunches</li><li>PPI /Analysis: China Tries to Lift Factory Prices, but Demand Is Still Missing</li></ul>

Lawsuit /In Depth: Why Singapore Sovereign Fund Sues Chinese EV-Maker NioFood safety /In Depth: Stinky Shrimp Sets Off Storm About School LunchesPPI /Analysis: China Tries to Lift Factory Prices, but Demand Is Still Missing

CX Daily: Why Singapore Sovereign Fund Sues Chinese EV-Maker Nio 

Podcast dissecting business, technology & media, Analyse Asia

Analyse Asia with Bernard Leong

Podcast dissecting business, technology & media

Analyse Asia

The premiere weekly podcast dissecting the pulse of business, technology & media in Asia. Hear our host interviewing leading journalists, senior executives, respectable authors & thinkers, entrepreneurs & thought leaders to discuss the most important issues that move and shake the business landscape in the Asia Pacific. The show is originally created and hosted by Bernard Leong.

Thematic (Sector/Industry)

<ul><li>Discussion on the shift of Chinese startups towards targeting the global market instead of just China</li><li>Analysis of ByteDance's financial results showing international revenue growth but slowing profit margin</li><li>Focus on the impact of Deep Seek and AI startups in China's tech landscape, as well as coverage of other tech developments in Asia by The Information</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Discussion on the shift of Chinese startups towards targeting the global market instead of just ChinaAnalysis of ByteDance's financial results showing international revenue growth but slowing profit marginFocus on the impact of Deep Seek and AI startups in China's tech landscape, as well as coverage of other tech developments in Asia by The InformationThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Why Startups in China Are Going Global with Jing Yang

AI | Semiconductors | Commodities, Mint Finance

Raghav Vashisht

AI | Semiconductors | Commodities

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Equity Bottom-Up

<ul>
<li>China’s analog chip probe and revived Nvidia antitrust case are part of a deeper strategy to force foreign tech out of its supply chain.</li>
<li>Nvidia’s China-only B40 flops, with buyers preferring grey market alternatives. Meanwhile, Domestic chipmakers like Novosense and SG Micro have rallied sharply as procurement tilts inward.</li>
<li>If Beijing blocks Nvidia’s B30A next, it could mark a full commercial exit. U.S. peers like TXN, AMD, and Synopsys may also not be far behind.</li>
</ul>


China’s analog chip probe and revived Nvidia antitrust case are part of a deeper strategy to force foreign tech out of its supply chain.
Nvidia’s China-only B40 flops, with buyers preferring grey market alternatives. Meanwhile, Domestic chipmakers like Novosense and SG Micro have rallied sharply as procurement tilts inward.
If Beijing blocks Nvidia’s B30A next, it could mark a full commercial exit. U.S. peers like TXN, AMD, and Synopsys may also not be far behind.


Not a Bargaining Chip: Beijing Is Dismantling Nvidia’s China Playbook

China

Beijing Douyin Information Service Co. Ltd. provides online information and contents. The Company develops and operates short video platform, original short video community, news platform, and other related products. Beijing Douyin Information Service offers services worldwide.

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ByteDance (1439927D CH)

CX Daily: Malaysia Becomes Key to U.S. Push to Reduce China’s Rare-Earth Dominance

TOP STORIES In Depth: Malaysia Becomes a Lynchpin in U. S. -Led Effort to Break China’s Grip on Rare Earths A fragile truce in the...

Caixin Global

CX Daily: China’s AI Companions Struggle to Turn Intimacy Into Industry

TOP STORIES AI / Analysis: China’s AI Companions Struggle to Turn Intimacy Into Industry The artificial intelligence (AI) boom sweeping the globe...

Caixin Global

CX Daily: Why Singapore Sovereign Fund Sues Chinese EV-Maker Nio

TOP STORIES Lawsuit / In Depth: Why Singapore Sovereign Fund Sues Chinese EV-Maker Nio Singaporean sovereign wealth fund GIC Pte. Ltd. is suing...

Caixin Global

Why Startups in China Are Going Global with Jing Yang

The Analyze Asia podcast discusses the importance of choosing between China and global markets for software products like TikTok, as ByteDance's...

Analyse Asia with Bernard Leong

Not a Bargaining Chip: Beijing Is Dismantling Nvidia’s China Playbook

China is strategically pushing foreign tech out of its supply chain, with Nvidia facing challenges and domestic chipmakers benefiting. Another ban...

Mint Finance

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

CX Daily: Malaysia Becomes Key to U.S. Push to Reduce China’s Rare-Earth Dominance

TOP STORIES In Depth: Malaysia Becomes a Lynchpin in U. S. -Led Effort to Break China’s Grip on Rare Earths A fragile truce in the...

Caixin Global

CX Daily: China’s AI Companions Struggle to Turn Intimacy Into Industry

TOP STORIES AI / Analysis: China’s AI Companions Struggle to Turn Intimacy Into Industry The artificial intelligence (AI) boom sweeping the globe...

Caixin Global

CX Daily: Why Singapore Sovereign Fund Sues Chinese EV-Maker Nio

TOP STORIES Lawsuit / In Depth: Why Singapore Sovereign Fund Sues Chinese EV-Maker Nio Singaporean sovereign wealth fund GIC Pte. Ltd. is suing...

Caixin Global

Why Startups in China Are Going Global with Jing Yang

The Analyze Asia podcast discusses the importance of choosing between China and global markets for software products like TikTok, as ByteDance's...

Analyse Asia with Bernard Leong

Not a Bargaining Chip: Beijing Is Dismantling Nvidia’s China Playbook

​China is strategically pushing foreign tech out of its supply chain, with Nvidia facing challenges and domestic chipmakers benefiting. Another ban...

Mint Finance

China is strategically pushing foreign tech out of its supply chain, with Nvidia facing challenges and domestic chipmakers benefiting. Another ban...