Battery Metals and China’s Industrial Strategy

Lithium, cobalt, and nickel: how resource security drives Beijing’s tech ambitions. China’s rapid expansion in electric vehicles, renewable energy, and consumer electronics is underpinned by one critical factor: secure access to battery metals. Lithium, cobalt, and nickel form the backbone of energy storage,

Vertical Integration + Global Expansion: Why BYD Has Become a Focus for Growth Investors?

BYD Company’s ADR (BYDDY) has become a hot topic among investors, and for good reason. This Chinese automaker has surpassed $100 billion in revenue, maintained profit growth amid an intense price war, and is actively expanding into international markets. The company’s scale, vertical integration

Tracking Success BYD’s Supply Chain Strategy Mastering Vertical Integration and Innovation

BYD (Build Your Dreams) has emerged as a global powerhouse in electric vehicles (EVs) and battery production, competing directly with Tesla and Volkswagen. What sets BYD apart? A highly integrated supply chain that minimizes costs, secures critical components, and scales production at an

BYD Stock Analysis The Chinese EV Maker Owned by Buffett

BYD Stock and Chinese stocks in general are getting cheap; trade wars, fears of China slowing down, and a global recession weigh on all stocks as the main investing mantra is index fund or ETF investing. Consequently, investors sell their index funds, and

China vs U.S. Tech Rivalry: The Economic Cost of Decoupling

From chips to cloud services, how bifurcation impacts growth. The technology rivalry between China and the United States has deepened into a structural decoupling. What began with restrictions on Huawei and semiconductor exports has expanded into cloud services, AI, and even venture capital

China’s Chip Supply Chain in 2025: Can Self-Reliance Match Global Standards?

Beijing doubles down on semiconductor independence as U.S. export bans tighten. China’s ambition to achieve semiconductor self-sufficiency has accelerated sharply in 2025. With the U.S. and its allies tightening restrictions on advanced chip exports, Beijing’s strategy of investing billions into domestic foundries, design

Li Wei: The Innovator behind Rural EdTech

Supporting Line: Bringing AI-powered classrooms to China’s villages. China’s digital economy has grown at lightning speed, but the education gap between urban centers and rural villages has remained a pressing challenge. Li Wei, a 29-year-old entrepreneur from Henan Province, has emerged as a national role model

How BYD built dreams in 2024?

BYD, a global leader in electric vehicles (EVs) and diversified manufacturing, has demonstrated remarkable financial growth in its FY 2024 results. With a 29% increase in revenue compared to FY 2023, the company continues to dominate the automotive and industrial sectors. This blog

Zhang Qiang: Urban Planner for Smart Cities

Supporting Line: Turning megacities into sustainable digital ecosystems. China’s urban future is defined by megacities, but sustainability remains a critical challenge. Zhang Qiang, a 38-year-old urban planner from Shenzhen, has been hailed as a “Monthly Hero” for his pioneering work on smart city infrastructure.As director

Synthetic Data in China’s AI Training Race

Startups embrace synthetic datasets to overcome restrictions on real-world data. By Dr. Alan Hughes | Telecoms & Space Policy Analyst China’s AI sector is facing a data dilemma: stricter regulations on privacy and content limit access to large, real-world datasets. In response, startups