The new wave of Chinese companies "going global" is in full swing. Accelerated by the domestic economic slowdown and high levels of overcapacity, Chinese enterprises move forcefully into markets around the globe, actively supported by government export promotion.
Von Experts Table.Briefings
Based on the Large Language Model (LLM) benchmark by SuperCLUE, in February 2024, Chat GPT-4 was leading in Chinese language capabilities, closely followed by Baidu's ERNIE. However, Chinese players are progressing much faster than US players regarding the processing of the Chinese language.
Von Experts Table.Briefings
2023 data shows that the growth rate of China's domestic NEV brands is decreasing. While it remains a strong sector with high sales volume, this signals a coming shift from rapid expansion to strategic consolidation in the market.
Von Experts Table.Briefings
Reducing the energy intensity of its economy has been an important element on China's net zero path for years. However, Beijing fails to achieve the targets of the current five-year plan.
Von Experts Table.Briefings
Indonesia, ASEAN's biggest balancer and world’s largest nickel supplier, voted Prabowo Subianto as its new president. Understanding Prabowo's stances will be crucial to assessing Indonesia's potential as a China de-risking destination.
Von Experts Table.Briefings
The 2024 Lunar New Year saw significant consumption growth, largely exceeding pre-pandemic levels. China's MOFCOM views this as a positive start. Yet, sustained consumption growth hinges on policymakers effectively addressing structural issues.
Von Experts Table.Briefings
China has made impressive gains in terms of innovation power, overtaking even the US in some indicators. However, there still are significant gaps to the US and the EU in terms of generating revenue from IP and the share of IP-intensive industries in the national GDP.
Von Experts Table.Briefings
The Chinese e-commerce app is currently putting US and EU online markets upside down. With its broad variety of ultra-cheap Chinese products, the app skyrocketed to rank number one in downloads in Germany
Von Experts Table.Briefings
China's stock markets have fallen to their lowest point in years. As the Chinese market is mostly traded by individual investors, the government has an interest in preventing free falls to avoid social unrest.
Von Experts Table.Briefings
After failing to meet their targets in 2023, many Chinese provinces have scaled back their ambitions for 2024, as the challenges posed by a property crisis and a weak private sector are expected to continue throughout 2024.
Von
