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- Indexed issues, last 90 days
- 15
- Latest publication
- Sep 30, 2026
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- Earliest in this view
- Aug 12, 2026
Latest issues
China's AI Is Behind. Its Top Labs Sent 190 Million Questions to Claude. (opens the original)
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On 10 September, Anthropic, the company behind the Claude AI models, published a report naming seven Chinese AI labs. It says they harvested Claude’s answers at industrial scale to train their own models. Two of them, DeepSeek and Moonshot, went further. They quietly sent their own customers’ questions to Claude and passed the answers off as their own.Usually we don’t pay much attention to one-sided allegations, especially when an American company accuses China of something. Such claims can be b
Growth Dragons Weekly: The Trump-Xi Show, Tencent Shuts QClaw, HK IPOs Near Record, Vanke Rallies (opens the original)
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What happened in China this week:Trump and Xi Put on a Good Show, With Little to Show for ItTencent Shuts QClaw, Bets on WorkBuddy in AI Agent RaceXiaomi and Ray-Ban Meta Supplier Longcheer Tries to Buy Its Way Into AIHong Kong’s IPO Market Set to Break a 16-Year-Old RecordVanke Leads Property Rally as China Moves to Selling Finished Homes#1 Trump and Xi Put on a Good Show, With Little to Show for ItXi Jinping’s state visit to Washington on 24 September offered a short pause in US-China tensions
Why China Is Not the US, and Why You Have to Invest Differently (opens the original)
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Most of the investing books on my shelf were written by Americans, about America.Buy great growth companies and hold them. Buy the index and stop trying to beat it. These ideas made a lot of people rich, and they earned their place. They worked in the US for decades.When I started investing in Chinese stocks, I brought those books along. Some of the lessons travelled well. Several did not, and a few cost me money before I understood why. China has turned out to be a different beast, and some app
Growth Dragons Weekly: ByteDance Founder Becomes Asia's Richest, Trip.com Sells a US$760K Space Trip, Pinduoduo Cuts iPhone Price (opens the original)
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What happened in China this week:ByteDance’s Three Number 1s: Asia’s Richest, China’s Top AI App, and Possibly China’s Most Valuable CompanyTrip.com Is Sending You to SpaceZ.ai Raises US$5 Billion as AI Demand Outruns Its Computing PowerPinduoduo Knocks 900 Yuan Off the iPhone 18 Pro. Its Shareholders Are Paying for ItGeely Goes Off-Road, Overseas, and Batteries as Its China Sales Slide#1 ByteDance's Three Number 1s: Asia's Richest, China's Top AI App, and Possibly China's Most Valuable CompanyB
You Can Now Bet on China's Memory Stocks With This ETF (opens the original)
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CXMT.Cambricon.Eoptolink.Moore Threads.What do they have in common?Besides being China’s leading AI stocks, they are also out of bounds to foreign individual investors. Why? Because they are listed on Shanghai’s STAR Market or Shenzhen’s ChiNext, and even through Stock Connect, only institutional investors can buy shares on those two boards.The usual workaround is to buy an ETF that tracks a STAR or ChiNext index. In one of our previous articles, we wrote about the CSOP CSI STAR and ChiNext 50 I
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