China
China's manufacturing activity expands in January even as cost pressures intensify
China's manufacturing activity expands in January even as cost pressures intensify
This is the second consecutive month its PMI remained in expansion territory.
Contamination concerns test consumer trust in Chinese dairy brands: S&P
Analysts warn contamination could pressure Chinese dairy credit profiles.
Insurers face China AI surge as report ranks disruption as top threat
Regulation change sits third with 33% citing it as a major risk driver for companies.
China vehicle exports to surge 20% as domestic sales shrink
EV exports are forecast to grow 40% despite weak early-year sales.
China oil shift hits tankers as tonne miles growth capped at 3.2%
China’s imports from the US declined 61% YoY in 2025, whilst imports from Canada climbed 313%.
Chinese insurers' earnings recover as Fitch cites tighter commission controls
Major insurers report YoY earnings improvements despite ongoing tariff and trade tensions.
Can China’s $140b motor insurance market survive a 70% loss ratio?
Loss ratios surged from 57% to 70% in four years as NEV repair costs and parts prices spiked.
China investment banking rebounds to $15.4b fees
Government-backed deals drive $474 billion China M&A boom
China's solar inverter market projected to decline in 2025
Global solar inverter market is expected to contract for two consecutive years post-2024.
China life premiums projected to rise from $679.5b in 2026 to $927.5b in 2030
This represents a CAGR of 7.9% in direct written premiums.
China's non-life insurance sector should remain stable: AM Best
Insurers continue to face weak domestic demand, the agency said.
China’s new coal power approvals decline in 9M
If this trend continues, 2025 will be the second-lowest year for approvals.
Domestic cooling spurs Chinese energy firms to expand global footprint
Meanwhile, authorities are coordinating self-regulation pacts with producers to avoid a race to the bottom on prices.
Chinese policy shifts bring low-price solar market to a close
The cancellation of the 13% VAT export rebate will fuel prices.
China’s non-motor insurers to gain from tighter commission rules
However, the move is expected to slow premium growth amongst small insurers.
Smaller cities in China drive consumption for the foodservice sector
The sector’s value jumped to $385b in the first half of the year
Medical devices supply chains at risk as China tightens rare earth exports
Sectors most exposed include MRI and X-ray device production.
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Awards
Feb
24
Event News
Asian Management Excellence Awards 2026 Winner: Jirawat Taengjanegit of Watsons Thailand
Jirawat Taengjanegit of Watsons Thailand underscores how the company fosters diverse teams through tailored wellbeing programmes.
Commentary
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