HEYTEA should have invested in Mixue?

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A marketing-driven brand needs a strong supply chain

Full transcript of Meituan annual shareholder meeting

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On 26 June 2026, Meituan held its annual general meeting in Hong Kong. Facing the fierce subsidy war in the industry over the past year,...

How DeepSeek raised its 50 billion yuan round

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Details of a fascinating four hour investor call

What can we learn from the Food Republic exit of Beijing

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Food courts no longer fit the experiece shopping malls provide.

In China, AI is already killing software

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Throughout many major companies, AI agents are already deeply embedded into organisations.

Sea’s Q1 2026: The battle that isn’t in the earnings release

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Same group-level sophistication

Building the greatest company in human history: Dreame founder Yu Hao

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Dreame is a Chinese consumer-tech company known for robot vacuums, cordless cleaners, and premium smart home appliances. It began as a marginal supplier within...

“Real AI believers are quietly making money” – founder of Alibaba’s...

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At a recent business conference, Chen Hang (陈航), founder and CEO of Alibaba’s productivity suite DingTalk, gave a keynote which sounded more like a...


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