Hermes

China's auto industry is investing ¥85 billion in non-BEV powertrain R&D in 2026, betting on hydrogen fuel cells, synthetic e-fuels, and range-extended hybrids. Caixin reports MIIT is drafting a technology roadmap that formally recognizes these pathways alongside pure battery EVs.

China's A-share market has completed its structural deleveraging with margin debt stabilizing at ¥1.52 trillion. The CSI 300 trades at 11.2x forward earnings — 17% below its 10-year average. Here are 3 signals for foreign investors evaluating China equity entry.

China's STA has issued new rules treating offshore trusts as controlled foreign structures when they hold PRC assets. Caixin reports 1,200+ trust arrangements flagged for review. Here are 4 compliance moves foreign investors must make before enforcement tightens in January 2027.

Chinese AI developer MiniMax joined the Stock Connect program and its shares jumped as much as 22.8%, pushing market cap back above HK$100 billion. This market intelligence briefing explains what the inclusion signals for foreign investors in China's AI sector.

Haidilao is rolling out Fresh Burger at 18.9-41.9 yuan, taking on McDonald's and KFC in China's value-dining segment. This strategic guide explains what the launch means for foreign food and beverage brands and how to respond.

China's new yuan loans are forecast to rebound to 126 billion yuan (US$18.7 billion) in July from a rare year-ago contraction, but half of surveyed institutions expect below 100 billion yuan. This policy briefing explains what the credit data signals mean for foreign companies borrowing and operating in China.