Insights

One year in, opacity surrounding the state behemoth has clouded Indonesia’s credit outlook.

Repayments are charged daily, making effective rates much higher than advertised.

As backlash exposes deeper structural strains, Xibei’s founder is forced to rethink costs, pricing, and the chain’s ambitions.

Smaller suppliers aim to lift rates for the first time in years amid a supply crunch.

Backed by Beijing, Huawei and SMIC lead efforts on advanced production tech.

The gap between the two players is narrowing, particularly in Vietnam, where TikTok Shop now commands more than 40% of the market.

As online travel penetration matures, the company shifts its focus to systems, merchant support, and ecosystem development.

Chinese companies fall back as Beijing denies loosening its anti-crypto stance.