Sinolytics Radar • Table.Briefings

October 24th, 2023

China catches up in the AI race

Amid ChatGPT's soaring popularity, China's internet giants, startups, and state-supported research institutes are eagerly embracing the AI trend. With a surge in publications, R D investments, and widespread AI applications, China is bridging the AI development gap with the U.S. However, there are increasing regulatory constraints by the Chinese government, as well as export controls on AI chips by the US, which could potentially limit AI advancements in China.

By Experts Table.Briefings

Sinolytics Radar

October 17th, 2023

The ASEAN balancing act

Amidst growing geopolitical tensions, ASEAN countries are trying to strategically balance their relations between the US and China. China mostly creates influence through economic and trade relations, while the US has strong security ties to some countries in the region. As US-China rivalry intensifies, the positioning of ASEAN countries as dynamic markets with emerging industry clusters is not only of political importance, but also crucial for regional business diversification strategies.

By Experts Table.Briefings

Sinolytics Radar

October 10th, 2023

Companies diversify outside China

Faced with geopolitical risks and economic uncertainties, Multinational corporations are increasingly interested in diversifying their operations outside China. While most companies seek new investments in Asia as “add-ons” to their China business, some start to relocate investments or supply chains to other parts of Asia to reduce risks or costs.

By Experts Table.Briefings

Sinolytics Radar

October 3rd, 2023

Foreign companies are hesitant about Big Data

In response to the domestic economic slowdown, China is intensifying its efforts to harness its digital economy and unlock the value of data resources. Encouraged by strong policy support, Chinese private and state-owned companies are exploring new business models centered on "big data." However, foreign companies have been relatively slow to embrace this trend in China, despite the absence of significant market entry barriers for them to engage in data trading.

By Experts Table.Briefings

Sinolytics Radar

September 26th, 2023

Car exports increased sharply

China’s auto sector is important globally, not only because of its huge domestic market, but increasingly due to its cross-border activities. With exponential growth in car export in the past few years, China has shifted from a net car importer to a net exporter, generating new challenges and concerns for the EU’s car industry and governments

By Experts Table.Briefings

Sinolytics Radar

September 19th, 2023

China is pushing into the wind turbine market

Global wind turbine markets are traditionally dominated by European players. Within China, however, they lost ground to Chinese players more than a decade ago. Now Chinese competitors are pushing into global markets as well.

By Experts Table.Briefings

Sinolytics Radar

September 12th, 2023

Overseas business continues to grow

Numerous Chinese companies have been rapidly expanding their overseas business activities since 2020, creating a new competitive situation for European business in third markets. Their expansion is driven by multiple factors: slowing domestic market growth, increasing technological competitiveness, and policy support from the Chinese government.

By Experts Table.Briefings

Sinolytics Radar

September 5th, 2023

New BRICS members lean toward China

For the first time in more than a decade, the BRICS have welcomed new members: Saudi Arabia, Iran, Ethiopia, Egypt, Argentina and the United Arab Emirates will formally join on Jan. 1, 2024. This furthers China's efforts to counterbalance Western influence. The six countries are already leaning toward Beijing rather than Washington.

By Experts Table.Briefings

Sinolytics Radar

August 29th, 2023

US investment screening with limited impact

On August 9, the US published a highly anticipated executive order for outbound investment screening that has been in the making for over a year. The immediate impacts of the screening, however, are likely to be limited. The final version of the controls are narrower than what had been previously suggested. Furthermore, US investments into China, especially for AI and semiconductors, have already started to cool prior to the controls.

By Experts Table.Briefings

Sinolytics Radar

August 22nd, 2023

Growing trade in green power certificates

The Chinese government has made limited progress in using market instruments to manage its decarbonization efforts, exemplified by the still narrow and mostly inactive Emission Trading System. However, there are recent initiatives to strengthen the instrument of Green Electricity Certificates (GEC) by expanding their scope to all renewable sources and enhancing trading mechanisms. This aims to help local governments and companies in fulfilling policy targets for the use of green power.

By Experts Table.Briefings