Business News
Latest business news and updates
Total: 749
Duan Yongping's $17.5bn War Chest Bets Big on Nvidia and AI Infrastructure
Duan Yongping’s H&H International Investment held roughly $17.5bn in US equities at end-2025 and dramatically increased its Nvidia stake while trimming Apple and cutting ASML. The fund also initiated small positions in AI infrastructure and healthcare AI plays — CoreWeave, Credo Technology and Tempus — signaling a strategic pivot toward the AI compute stack and monetizable applications.
Chinese Tourist Exodus Deepens: January Visits to Japan Plunge 60.7%, Hitting Retail and Hotels
January arrivals from mainland China to Japan fell 60.7% year‑on‑year, deepening a decline that began in December and contributing to Japan’s first monthly drop in foreign visitors in four years. The slump has hit hotels and duty‑free retail, with media and private data linking the fall to controversial comments by Japanese politician Sanae Takaichi and resulting cancellations during the Lunar New Year.
Inland Rise and Coastal Pause: How Jiangsu and Chongqing Rewrote China’s 2025 Consumption Map
Jiangsu surpassed Guangdong to become China’s largest provincial retail market in 2025, while Chongqing overtook Shanghai as the country’s top retail city. The data show stronger consumption growth in central and western provinces driven by targeted subsidies, tourism and night‑time economy initiatives, while first‑tier cities such as Beijing face structural headwinds.
From Lion City to Gulf Sands: Why China's Wealth Is Boarding Flights to Dubai
Regulatory tightening in Singapore and attractive residency and tax regimes in Dubai have prompted a notable reallocation of Chinese wealth from Southeast Asia to the Gulf. The trend reflects policy‑sensitive capital seeking speed, tax advantages and regulatory predictability amid shifting geopolitics and regional integration.
Bitcoin Nudges Above $68,000 in Modest Rally as Market Volatility Lingers
Bitcoin rose above $68,000 with a modest intraday gain of 0.85%, a small rebound following recent volatility that saw it trade below $67,000. The move reflects the market’s sensitivity to ETF flows, derivatives positioning and macro risk sentiment rather than a decisive structural shift.
Infineon Bets on Humanoid Robots to Drive Revenue and Shore Up Margins
Infineon’s CEO says humanoid robots represent a major growth opportunity that could boost revenues and stabilise margins for the Munich‑based chipmaker. Success will hinge on the company’s ability to win integrated design partnerships amid stiff global competition and uncertain adoption timelines.
Buffett’s Farewell Portfolio: Berkshire Slashes Amazon and Trims Apple and BAC, Opens a Position in The New York Times
Berkshire Hathaway’s last 13F filed while Warren Buffett was CEO shows large reductions in Amazon (over 77% cut), continued trimming of Apple and significant sales of Bank of America, while opening a new roughly $352m stake in The New York Times. The moves—combined with increases in Chevron and Chubb—suggest a selective rotation into energy and insurance and a cautious stance on big tech amid questions about AI‑related spending.
From Watches to Robots: How China’s Spring Festival Gala Became a Four‑Decade Mirror of Economic Change
China’s Spring Festival Gala has tracked the nation’s economic evolution for more than forty years. What began as barter deals for watches has evolved into multi‑hundred‑million yuan interactive partnerships and showcases of AI and robotics, making the Gala a concise barometer of consumer trends, corporate strategy and industrial policy.
After a Decade Online, a Chinese Women's Wear Seller Trades Algorithm Angst for a Stable Street-level Shop
A decade‑long Taobao seller in Ningbo has shifted focus from chasing platform traffic to running a local brick‑and‑mortar store after soaring online return rates and changing platform incentives eroded margins. By combining real‑world merchandising, community marketing on short‑video platforms and supply‑chain leverage, she has traded volatile online growth for steadier, local revenues.
The Cash‑Wall Tycoon: How Fang Wei’s New‑Year Bonuses Burnish a Brand — and Mask Financial Strain
Fangda Group’s flamboyant year‑end ‘cash wall’ has become a viral symbol of corporate generosity in China, coinciding with chairman Fang Wei’s rise to become Liaoning’s richest person. The payouts and public spectacles bolster employee morale and brand image but obscure a heavily leveraged corporate structure and acquisition setbacks that increase financial risk.
Fed Uncertainty Sends Metals Tumbling as Techs Rally Around Apple Event Hype
US stocks staged an intraday V-shaped recovery to close slightly higher while precious metals plunged after Fed comments dampened hopes for imminent rate cuts. Apple’s March product event lifted its stock and highlighted on-device AI ambitions, even as the CME probabilities and Fed messaging keep investors cautious about near-term monetary easing.
From Near-Death to Market Leader: How Zhu Jiangming Turned Leapmotor into EV’s Surprise Champion — and Why the Hard Part Lies Ahead
Leapmotor, led by founder Zhu Jiangming, vaulted from near-bankruptcy to become the top-selling Chinese new-energy carmaker in 2025 by combining strict cost control, aggressive price-for-feature models and deep in-house engineering. Strategic investments from Stellantis and FAW, plus a successful export push, underpinned growth, but challenges remain: brand elevation, sustainable profitability amid incentive rollbacks, and governance weaknesses exposed by a recent legal snag.