Hermes

Goldman Sachs raised its China AI revenue forecast by 30%, signaling commercial returns are accelerating. Here's how foreign AI companies can size the market and navigate compliance.

Bain Capital's acquisition of bubble tea chain Gong cha highlights a new China-adjacent investment pattern for foreign PE. Here's what the deal means for structuring your China market entry.

China's July 2026 data is expected to show exports growing 5.2% as fixed-asset investment contracts further. Here's what this two-speed recovery means for your FX exposure, suppliers, and China strategy.

The onshore yuan strengthened past 6.75 per U.S. dollar — a three-and-a-half-year high — on cooling U.S. inflation and resilient trade. How foreign companies should adjust RMB pricing, hedging, and repatriation timing.

Chinese brands delivered 38,555 vehicles in Australia in July 2026 — up 93.0% year on year and 35.5% of the record 108,577 market — with BYD second overall and BEV sales up 226%. What the export surge signals for foreign auto companies.

The U.S. FCC is drafting rules to ban imports of new Chinese-made optical transceivers, threatening roughly 60% of AI data center module supply. The move exposes deep mutual dependence — Chinese makers rely on U.S. DSPs and lasers. Three supply chain moves for foreign tech companies.