China Insights Series

Turn News Into Insights

There’s a lot of buzz over China news, but significantly less understanding of the drivers behind China’s political economy. We’re here to bridge that gap.

At TCG we strive to ‘turn news into insight,’ which helps cut through the noise for rookies and experts, alike. Our team of China Watchers from across the globe weigh in on issues that impact critical business and investment decisions in the Chinese market. If we’ve piqued your interest, then don’t be shy and read on, below!

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Cut through the noise on China’s business landscape with TCG’s China Insights

China Insight Articles

The Unholy Matrimony of China’s Real Estate and LGFVs

Local government financing vehicles (“LGFVs”) reclaimed the spotlight during the pandemic as officials sought quick gains to reinvigorate a slowing economy. However, mounting off-balance sheet debt has become a key concern for policymakers who seek to confront a credit boom. As China’s property market woes begin to create ripple effects for LGFVs, policymakers are now tasked with balancing the need to front-run debt issues while preventing rampant defaults.

How Financial De-Risking Destabilized China’s $52 Trillion Property Market

The Evergrande crisis opened the world’s eyes to the global implications of sudden Chinese policy changes. In many ways, the case of Evergrande and other indebted property developers has been brought on by the over-corrective nature of China’s financial de-risking campaign. Now, compounded by an unfavorable economic environment, these financial risks may spell untold consequences for growth.

Why Online Auction Marketplaces Could Become Key to Chinese E-Commerce

The world around us is driven by commerce. E-commerce has enjoyed particular success in modern society and accounts for over 50% of China’s total retail sales. Online auctions, a maturing segment of the e-commerce industry, is discovering newfound adoption by young wealthier consumers bidding in niche markets like art and nonperforming loans. With bad debt looming on the horizon, this segment may be poised for explosive growth.

How Didi Crashed Into China’s New Data Security Laws

In an unprecedented push, Chinese regulators have waged an all-out war on private industry in 2021. Regulators started their crusade against anti-competitive business practices early in the year and have since broadened their scope to reign in data security. Through two new data security-related laws, along with targeted crackdowns on industry giants like Didi Chuxing, Beijing has laid the foundation for a new operating environment for private industry.

China’s EV Market: Out With Subsidies, In With the Dual Credit System

China’s EV industry is entering its most exciting phase of development yet. The highly competitive market is introducing a variety of innovative products at lower prices than global competitors, providing Chinese companies a foothold abroad. Still, to further bolster domestic competition, Beijing is calling for market consolidation to weed-out weaker firms while strengthening those with the most industry potential.

What To Know About China’s Smart Cities and How They Use AI, 5G, and IoT

China is massively invested in the digital transformation of its cities. With the nation's top-down approach towards urban development, it has been able to efficiently rally its industries and resources to support its national goal of developing smart cities. By use of public-private partnerships and the promotion of targeted technological innovation, China has developed smart city infrastructure that has already been applied to many of its major metropolises and their industries.

5 Trends To Watch in Chinese E-Commerce Livestreaming in 2021

China’s e-commerce livestreaming industry reached a value of over US$165 million in 2020. As more firms turn to livestreamers, the market has become overcrowded and ROI has been slipping. To remain competitive, brands must be alert of the latest developments. This article points out the top five trends that market players should know if they want to maximize their investment in China’s e-commerce livestreaming in 2021 and beyond.
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