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: AI Distillation in China Leaves U.S. Tech Giants at Odds</li><li><p>The U.S. government has leveled sweeping new accusations against China’s leading AI developers, claiming that they are conducting systematic extraction of proprietary functionalities and capabilities of American-developed models through industrial-scale knowledge distillation campaigns.</p></li><li>China’s Online Lenders See Profits Plunge as New Rules Bite</li></ul>

In Depth: AI Distillation in China Leaves U.S. Tech Giants at OddsThe U.S. government has leveled sweeping new accusations against China’s leading AI developers, claiming that they are conducting systematic extraction of proprietary functionalities and capabilities of American-developed models through industrial-scale knowledge distillation campaigns.China’s Online Lenders See Profits Plunge as New Rules Bite

CX Daily: AI Distillation in China Leaves U.S. Tech Giants at Odds 

Independent Investment Research, The IDEA!

The IDEA!

Independent Investment Research

The Idea-Driven Equities Analyses company (the IDEA!) is an employee-owned boutique providing independent investment research and financial consultancy services with a clear focus on the Benelux countries. The company was founded in the summer of 2007 by Henk Slotboom and Maarten Verbeek, both with more than 35 years of professional experience in the financial sector. The IDEA! differentiates itself by focusing on adding value through self-initiated in-depth, idea-driven investment research, as well as by bespoke research assignments for institutional investors, hedge funds and private equity. In addition, we provide market intelligence, strategic research and – together with our business partners – consultancy services to businesses. In case you are interested in receiving more information, a sample of our products or an introductory meeting, please send a message to info@theidea.nl.

Equity Bottom-Up

<ul><li>In this edition: • ABN Amro | to start EUR 250m share buyback today • KPN | two formal investigations into Odido following last month’s major data breach • Philips | request to the Enterprise Chamber to investigate role of Management Board in the sleep apnea devices controversy • E-commerce & Logistics | EU to hold platforms liable for safety products</li></ul>

In this edition: • ABN Amro | to start EUR 250m share buyback today • KPN | two formal investigations into Odido following last month’s major data breach • Philips | request to the Enterprise Chamber to investigate role of Management Board in the sleep apnea devices controversy • E-commerce & Logistics | EU to hold platforms liable for safety products

What's New(s) in Amsterdam 27 March (ABN Amro | KPN/Odido | Philips | E-commerce & Logistics)

Asia Real Estate News Tracker, Asia Real Estate Tracker

Asia Real Estate Tracker

Asia Real Estate News Tracker

Tracking developments across Asia's regional real estate markets

Thematic (Sector/Industry)

<ul><li>Alibaba plans to raise $10.2 billion to enhance its AI infrastructure and expand data centers.</li><li>JD has won a $2.1 billion project tender in Hong Kong's Northern Metropolis, showcasing growth.</li><li>Gaw Unit GCP Hospitality partners with IHG to manage 14 hotels in Kyoto, indicating real estate activity.</li></ul>

Alibaba plans to raise $10.2 billion to enhance its AI infrastructure and expand data centers.JD has won a $2.1 billion project tender in Hong Kong's Northern Metropolis, showcasing growth.Gaw Unit GCP Hospitality partners with IHG to manage 14 hotels in Kyoto, indicating real estate activity.

Asia Real Estate Tracker (25-Aug-2026): Alibaba raising $10.2B for AI and data centers.

Musings on Markets and Investing, Sometimes Confused but Always Curious

Samir Mehta

Musings on Markets and Investing

Sometimes Confused but Always Curious

Musings on markets and investing with an occasional philosophical detour from great books.

<ul><li>In mid-June, I met Naveen Pandey, the newish-CEO of Bajaj Consumer Care, an Indian listed company.</li><li>That I was impressed is an understatement; the detailed conversation and impressions are for a missive at another time.</li><li>Briefly, Bajaj’s main stay product is almond hair oil.</li></ul>

In mid-June, I met Naveen Pandey, the newish-CEO of Bajaj Consumer Care, an Indian listed company.That I was impressed is an understatement; the detailed conversation and impressions are for a missive at another time.Briefly, Bajaj’s main stay product is almond hair oil.

Splitting Hairs: Chinese Consumer Names Are Still Not Cheap - Need a Mindset Change

<ul><li>In Depth: China Slams Door on Multibillion-Dollar Offshore Trading Loophole</li><li>China’s Top Financial Regulator Targets Small-Bank Risks, Property Funding and Local Debt</li><li>China Credit Seen Weak After Rare Lending Contraction</li></ul>

In Depth: China Slams Door on Multibillion-Dollar Offshore Trading LoopholeChina’s Top Financial Regulator Targets Small-Bank Risks, Property Funding and Local DebtChina Credit Seen Weak After Rare Lending Contraction

CX Daily: China Slams Door on Multibillion-Dollar Offshore Trading Loophole 

China

JD.com is a Chinese e-commerce company and a supply chain-based technology and service provider. It offers a wide range of products through its online retail platform, including electronics, general merchandise, and fresh food, complemented by its logistics and digital health services. Headquartered in Beijing, China, the company was founded in 1998.

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JD.com (9618 HK)

CX Daily: AI Distillation in China Leaves U.S. Tech Giants at Odds

In Depth: AI Distillation in China Leaves U.S. Tech Giants at Odds. The U.S. government has leveled sweeping new accusations against China’s...

Caixin Global

What's New(s) in Amsterdam 27 March (ABN Amro | KPN/Odido | Philips | E-commerce & Logistics)

In this edition: • ABN Amro | to start EUR 250m share buyback today • KPN | two formal investigations into Odido following last month’s major data...

The IDEA!

Asia Real Estate Tracker (25-Aug-2026): Alibaba raising $10.2B for AI and data centers.

Alibaba seeks $10.2 billion for AI infrastructure, JD wins a $2.1 billion project in Hong Kong, while GCP Hospitality partners with IHG and Hulic...

Asia Real Estate Tracker

Splitting Hairs: Chinese Consumer Names Are Still Not Cheap - Need a Mindset Change

In mid-June, I met Naveen Pandey, the newish-CEO of Bajaj Consumer Care, an Indian listed company. That I was impressed is an understatement; the...

Samir Mehta

CX Daily: China Slams Door on Multibillion-Dollar Offshore Trading Loophole

TOP STORIES In Depth: China Slams Door on Multibillion-Dollar Offshore Trading Loophole For more than a decade, millions of investors on the...

Caixin Global

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