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China’s new engines of domestic demand: Six industries with RMB 10 trillion potential

Professor AnalysisAugust 31, 2026

Integrated circuits, aerospace, biopharmaceuticals, the low-altitude economy, new-energy storage and intelligent robotics are not isolated sector plays. They are the supply-side levers for releasing RMB 10 trillion of domestic demand — and they change what it takes for a company to compete.

Price wars and survival: China’s NEV sector enters its toughest phase

ArticleJuly 1, 2026

China’s NEV industry has grown exponentially, but with brutal price wars and pressure to survive, it is facing its toughest challenge yet Chinese new energy vehicles (NEV) now hold a 61% share of the global market, but an ongoing domestic price war is the crucible in which the future of the industry is being forged, […]

How companies in China can escape the race to the bottom

Professor AnalysisJune 16, 2026

In China, there is a word for the kind of competition where everyone works harder and harder but no one ends up better off: involution. Firms cut prices, copy each other, and pour in more effort, yet profits keep shrinking. It is exhausting, and it is everywhere—so much so that in 2026 the government made […]

CKGSB and University of Sydney Successfully Deliver “Opportunities in the Disruption of Traditional Industries” Program

NewsMarch 10, 2026

The Yarlung Tsangpo Dam: China’s energy megaproject in Tibet

ArticleOctober 28, 2025

In the remote northeastern foothills of the Himalayas, construction has been underway since July on what China has called its “project of the century”—a hydropower complex on the upper stretches of one of Asia’s longest rivers that will be the most powerful dam ever built worldwide and the latest show of Chinese political, economic and technological might. The dam on the Yarlung Tsangpo river, as it is called in China, will provide a reliable supply of clean power that could give China a leg-up in achieving its climate goals while stimulating the economy. The project has surfaced anxieties about the geopolitics […]

TikTok’s deal and lessons for Chinese companies to navigate anti-globalization

Professor AnalysisSeptember 18, 2025

Donald Trump’s second election as U.S. president has heralded the end of global free trade and the primacy of the market economy. Gone are the “world is flat” times of Friedman’s famous 2005 treatise, as the world is buffeted by the “high tariff” weaponization of trade implemented by U.S. administration threat in August 2025. […]

China’s tax conundrum: the bifurcation of GDP growth and tax revenues

ArticleSeptember 3, 2025

When the world’s second-largest economy struggles to collect taxes despite reporting steady growth, it signals more than a domestic fiscal problem—it hints at a structural shift in the global economic order. While China’s economy reportedly grew at a rate of 5.3% in the first six months of 2025, national tax revenue shrank by 1.2%, and if the country cannot sustain the fiscal base to support its economy, the ripple effects will be felt from commodity-exporting nations that rely on Chinese demand, to multinational companies depending on Chinese consumers and even to global capital markets sensitive to Beijing’s spending power. The sizeable […]

Latin America’s Innovation Hub: The Rise of Brazil’s Venture Scene

ArticleMay 29, 2025

Over the past decade, Brazil’s venture capital and private equity landscape has been transformed from a relatively fragmented and undercapitalized market into one of Latin America’s most dynamic innovation engines. This transformation—still unfolding, and not without volatility—reflects an ongoing entrepreneurial undercurrent in the country. The Brazilian startup ecosystem is still young by global standards but […]

China’s pension pot: A weak social safety net is impacting on consumer spending

ArticleMay 28, 2025

“I was not a big saver in the past, but I am now trying to save as much of my salary as possible due to the global economic uncertainty,” says Lydia Chen, a 32-year-old administrator in Shanghai, who started stashing away ¥4,000 ($550) from her monthly paycheck in 2024. “If it continues, my earning power may be affected, so I am thinking about my long-term future and whether I want to be dependent on the state pension.” China has long been a nation of savers, but the decision being made by Chen and many others to cut back on spending and […]