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China Inc by BBW

China Inc by Bamboo Works discusses the latest developments on Chinese companies listed in Hong Kong and the United States to drive informed decision-making for investors and others interested in this dynamic group of companies.

Podcast · By Bamboo Works · English · Official site

Indexed episodes, last 90 days
10
Latest publication
Sep 16, 2026
Audience
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Earliest in this view
Jul 8, 2026

Latest episodes

  1. Episode · Sep 16, 2026

    New energy faces reckoning as solar makers pivot to AI, Beijing halts battery storage construction (opens the original)

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    This week, we dive into the growing pains of China's new energy sector by exploring JinkoSolar's surprising pivot from solar panels to AI venture capital and discuss Beijing's unusual, proactive freeze on the booming energy storage industry. Discover what these major shifts mean for investors and the future of green tech in China. -- China Inc. by Bamboo Works discusses the latest business and financial news from China and what it all means. This episode is hosted by Doug Young, Bamboo Works edi

  2. Episode · Sep 9, 2026

    Shein’s U.S. buyout hits a political wall, as China’s fintech lenders face ruin (opens the original)

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    Why is an apparel deal drawing U.S. national security scrutiny, and is the clock finally ticking down on China’s fintech lenders? In this episode, we explore Shein’s bizarre latest regulatory hurdle in its bid for Everlane and look at this broader tit-for-tat in cross-border M&A. We also break down the latest quarterly bloodbath among Chinese private lending platforms following a massive $4.4 billion wealth management scandal at CreditEase, explaining why investors should steer clear of the sect

  3. Episode · Sep 2, 2026

    China's state playbook fuels humanoid robot boom, resolves Evergrande crisis (opens the original)

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    Are China's dancing humanoid robots a technological marvel or just another state-subsidized bubble? Join us to explore the government's role in the robot boom. Plus, we break down the final chapter of the Evergrande saga, analyzing what the founder's life sentence and the company's liquidation mean for the rest of China's struggling property sector. -- China Inc. by Bamboo Works discusses the latest business and financial news from China and what it all means. This episode is hosted by Doug Youn

  4. Episode · Aug 26, 2026

    Bribery arrests and subsidy cuts signal a painful new era for China's green energy companies (opens the original)

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    In this episode, we unpack the harsh new realities facing China's green energy sector, discussing the unprecedented arrest of a Chinese solar executive in Australia for bribery and what it means for Chinese firms operating overseas. Then, we dive into China's shift toward market-oriented pricing for wind and solar power, exploring how massive overcapacity and the elimination of subsidies are sending shock waves through the industry. -- China Inc. by Bamboo Works discusses the latest business and

  5. Episode · Aug 19, 2026

    From microchips to fast food: How Apple and Burger King are adapting to the Chinese market (opens the original)

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    What do Apple and Burger King have in common? Both are navigating the complexities of the Chinese market with highly tailored local strategies. Join us as we unpack Apple's "regional isolation strategy" for memory chips and examine Burger King's double-digit growth following its alliance with state-owned conglomerate Citic. We also discuss why mid-tier brands often struggle, and weigh the pros and cons of private equity partnerships. -- China Inc. by Bamboo Works discusses the latest business an

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