Insights

Alipay wants more than a supporting role in the AI era

China’s largest payment platforms are competing to move beyond the final step in a transaction and become the starting point for services.

6 mins read

The video model stands alongside Anthropic’s Claude as a compelling case for AI monetization.
Insights
How Seedance put ByteDance back in the AI race
22 mins read
US chipmakers lead, but Chinese players aim to increase their local market share.
Insights
Why CPUs are now at the center of the AI race
6 mins read
The capabilities it develops for one product can often be adapted across categories.
Insights
Dreame’s technology strategy could compound its advantage in physical AI
3 mins read
The benefits of CPTPP and RCEP accrue unevenly across industries and countries.
Insights
Asia’s big trade pacts soften damage from Trump tariffs
6 mins read
His departure leaves Xpeng without any of the three leaders who guided Iron to its public debut.
Insights
Mi Liangchuan’s exit deepens pressure on Xpeng’s robotics push
15 mins read
Retail investors are amplifying volatility across Japan, South Korea, and Taiwan.
Insights
Asia’s AI rally winners face a rising leverage problem
5 mins read
By connecting businesses across ASEAN and the GBA, Hong Kong can show how hubs create more value together.
Insights
Hong Kong’s hub ambitions are not a zero-sum game
8 mins read
Some studios are betting on blockbuster ambitions, while others are sticking to lower-risk models that keep returns predictable.
Insights
China’s game makers split as giants chase prestige and others target profit
10 mins read