Business News
Latest business news and updates
Total: 2028
A Fragile Thaw: China’s Tier-1 Cities Lead a Selective Property Recovery
Recent data from China's National Bureau of Statistics shows a month-on-month rise in home prices across Tier-1 cities, ending a nine-month slump. While the 'Small Spring' phenomenon suggests a stabilization in core markets like Shanghai and Beijing, the broader national recovery remains uneven and year-on-year figures continue to show significant declines.
The Great Retreat: China’s Property Managers Abandon the ‘Cash Cow’ Dream
China's property management industry is facing a crisis as top firms abandon hundreds of projects due to plummeting fee collection rates and rising labor costs. The sector, once considered a safe haven for investors, is now undergoing a painful restructuring as companies prioritize profitability and transparency over raw scale.
The Great Divergence: China Trims Treasuries as Global Appetite for U.S. Debt Hits Record Highs
Foreign holdings of U.S. Treasuries reached a record $9.49 trillion in February, driven by heavy buying from Canada and Saudi Arabia. Conversely, China continued its long-term strategy of reducing its exposure to U.S. debt, with its holdings falling to $693.3 billion.
China’s Tech Benchmarks Surge as Battery King CATL Hits Landmark $275 Billion Valuation
China's growth-focused ChiNext Index hit an 11-year peak as battery giant CATL reached a historic 2-trillion-yuan market cap. While the rally was bolstered by AI infrastructure and green energy gains, the semiconductor sector faced sudden volatility due to unverified market rumors.
China’s 5% Growth: High-Tech Industrial Surge Masks Persistent Domestic Frigidity
China reported 5.0% GDP growth for Q1 2026, driven by a 12.5% jump in high-tech manufacturing, yet retail sales and property investment remain weak. The data underscores a structural imbalance as Beijing prioritizes industrial output over boosting household consumption.
China’s Industrial Engine Revs on High-Tech While Property Drag Persists
China's industrial output rose 6.1% in Q1 2026, driven by double-digit growth in high-tech sectors like aerospace and electronics. However, a 21% collapse in cement production and a lag in private sector growth highlight the ongoing drag from the property crisis and weak domestic demand.
China’s Property Sector Remains in the Cold as Investment and New Starts Plunge
China's real estate investment fell 11.2% in the first quarter of 2026, while new construction starts plummeted by over 20%. Despite a slight narrowing in the pace of sales declines, a sharp 17.3% drop in developer funding suggests that the sector's liquidity crisis and structural contraction are far from over.
China’s Retail Engine Sputters as Automotive Drag and Cautious Spending Weigh on Growth
China's retail sales growth slowed to 1.7% in March 2026, hampered by a sluggish automotive market and a shift away from department stores. While online sales of essentials like food remained strong, the data suggests a broader trend of consumer caution and a pivot toward value-based spending.
China’s Investment Growth Stalls as Private Capital and Foreign Investors Retreat
China's fixed-asset investment grew by a marginal 1.7% in Q1 2026, driven almost entirely by state-led infrastructure. A 2.2% contraction in private investment and a 6.3% drop in foreign capital highlight a deepening confidence crisis among non-state actors.
Stagnation in a Surge: The Unraveling of SWS MU Fund Management
SWS MU Fund Management is facing a severe institutional crisis characterized by three years of declining profits, high-profile labor litigation, and the failure of its star investment team. Despite a bullish broader market, the firm's equity funds are underperforming significantly, and its large bond funds are at risk of liquidation due to a lack of retail investors.
CATL’s $32 Million Daily Profit Underscores China’s Unshakable Grip on the Global Battery Chain
CATL reported a nearly 50% jump in Q1 2026 profits, surpassing market expectations and generating roughly $32 million in daily earnings. The company is now pivoting toward a vertically integrated mining strategy, enlisting veteran mining expertise to secure its supply chain amid a booming energy storage market.
Safety Over Specs: Volvo’s Flagship EV Launch Signals a Strategic Pivot in the Chinese Market
Volvo celebrated its 99th anniversary in Beijing by launching pre-sales for its EX90 and ES90 electric flagships. The company is positioning its heritage of safety as a primary luxury differentiator to compete against both traditional German rivals and tech-focused Chinese EV manufacturers.