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China could be the ‘big winner’ in the AI race, thanks to abundant power, cheap manufacturing, and an open-source craze

Mohit Kumar, Jefferies’s global macro strategist, cites valuations, cheap power, and “wider adoption of AI” for his bullishness on China’s tech sector.

By Nicholas GordonMarch 25, 2026
Philippine President Marcos oversees fuel subsidy rollout for public transport in Metro Manila
Philippine president declares state of emergency due to “imminent danger of a critically low energy supply”
By The Associated PressMarch 24, 2026
Grab expands to Taiwan, its first non-Southeast Asian market, with $600 million Foodpanda deal
By Angelica AngMarch 24, 2026
Toilet paper on empty supermarket shelves, lockdown panic buying
The great toilet paper panic is back as Japan starts stockpiling
By Eva RoytburgMarch 23, 2026
The Iran war cripples Asia’s supplies of fertilizer and helium, threatening farms and chipmakers alike
By Angelica AngMarch 23, 2026
Apple CEO praises China partners as Beijing applies pressure
By BloombergMarch 22, 2026
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LeadershipAlibaba is replacing its e-commerce head as it tries to beat back Pinduoduo and Temu owner PDD
By Lionel LimDecember 20, 2023
FinanceNippon Steel’s Harvard-educated president explains his $14 billion deal for U.S. Steel: It’s all about China and leading the ’free-competition world’
By Lionel LimDecember 20, 2023
FinanceElf Bar and other Chinese e-cigarette makers dodged U.S. customs and taxes by labeling them as ‘battery chargers,’ ‘flashlights’ and other items
By Matthew Perrone and The Associated PressDecember 19, 2023
LeadershipPhonemaker Xiaomi is spending 10 times the industry average to break into China’s EV market and challenge Elon Musk’s Tesla
By Lionel LimDecember 19, 2023
TechArm lays off over 70 software engineers in China and will relocate some of the jobs outside the country as U.S. chip restrictions take hold
By Jane Lanhee Lee, Ian King and BloombergDecember 18, 2023
TechChina ‘AI dragon’ SenseTime plunges after surprise death of U.S.-sanctioned firm’s co-founder
By Edwin Chan, John Cheng and BloombergDecember 18, 2023
AsiaJapan’s chipmaking companies can’t quit the China chip market, despite Washington and Tokyo’s controls
By Lionel LimDecember 18, 2023
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By Lionel LimDecember 15, 2023
Leadership‘Independent actor’ Vietnam is deftly navigating geopolitical tensions as both Biden and Xi make trips to Hanoi promising investment
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By Varsha BansalDecember 14, 2023
FinanceElon Musk wanted India to cut EV import tariffs before he opens a factory there. It looks like it’s not happening—for now
By Ragini Saxena and BloombergDecember 14, 2023
LeadershipVietnam and India are bright spots for Hilton as Asian travel comes roaring back—and Chinese tourists stay home
By Lionel LimDecember 14, 2023
ConferencesChina’s carmakers need to design electric cars twice as fast as established companies if they want to survive the country’s cutthroat EV market
By Nicholas GordonDecember 13, 2023
FinanceChina’s ‘deflationary cloud’ has a silver lining—they can export lower prices to the West in a win-win scenario, according to one Wall Street strategist
By Will DanielDecember 13, 2023
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TechChina’s fears over the economy and its Gen Z ‘lying flat’ have it worried about social media posts with a bad attitude
By Paolo ConfinoDecember 12, 2023
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By Christiaan HetznerDecember 12, 2023
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FinanceBentley follows Lamborghini with launch of $260,000 luxury SUV to tap ‘the most important market’ in Asia
By Heejin Kim and BloombergDecember 12, 2023
LeadershipJD.com’s billionaire founder tells employees not to ‘lie flat’ as Temu-owner PDD gains ground on him and Alibaba founder Jack Ma
By Lionel LimDecember 12, 2023
PoliticsKorean megaband BTS goes on hiatus at least until 2025 with all 7 members fulfilling mandatory military service
By Kim Tong-Hyung and The Associated PressDecember 11, 2023
FinanceShohei Ohtani’s record $700m contract with the LA Dodgers is boosting his sponsors’ stock prices and expected to have a $437m impact in just one year
By Aya Wagatsuma and BloombergDecember 11, 2023
AsiaTikTok is spending $1.5 billion on a joint venture to solve the problem of Indonesia’s surprise social media shopping ban
By Lionel LimDecember 11, 2023
AsiaChina’s deflation fears intensify as consumer prices fall at the steepest pace in three years
By BloombergDecember 9, 2023
ConferencesMacau, the world’s biggest gambling hub, needs a ‘completely new perspective,’ says MGM China’s Pansy Ho—and she thinks art is the path forward
By Lionel LimDecember 6, 2023
ConferencesChristie’s Asia president doesn’t think AI artists are stealing work: ‘Do we know any artist that has created a painting fully isolated?’
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FinanceChina’s credit rating outlook cut to negative by Moody’s, with concerns raised about the nation’s debt levels
By BloombergDecember 5, 2023
TechNvidia is promising to help Japan get the AI chips it needs for a network of new datacenters
By Lionel LimDecember 5, 2023
FinanceThe ‘Chinese Warren Buffett’ gives a moving eulogy for Charlie Munger, calling him the ‘enlightened’ embodiment of ‘modern-day Confucianism’
By Will DanielDecember 4, 2023
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PoliticsAmerica expands military tech, info sharing pact with Australia, UK in China’s backyard of the Indo-Pacific
By Lolita C. Baldor and The Associated PressDecember 4, 2023
PoliticsMontana’s first-in-nation TikTok ban blocked by judge who calls it unconstitutional and fixated on Chinese influence
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