Four lessons from BYD's rise – and why Tesla should be worried
BYD overtook Tesla’s EV annual market share in 2025 as it mastered unglamorous fundamentals and built capabilities sequentially while competitors chased disruption and moonshots....
China
How China’s innovation system really works
As debate grows over whether China is winning the technology race, executives should focus instead on how its innovation system is designed – and what that means for competition....
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The many faces of ‘juan’: How China’s labor evolution shows multinationals the cost of systems built on exhaustion
Some of China’s most profitable companies have thrived by piling pressure on workers – sometimes with tragic results. Zhike Lei outlines how multinationals can design work that avoids burnout and exploitation. ...
China’s primacy challenge: Government security imperatives override business logic
The great-power rivalry between China and the US is structural, not an aberration: zero-sum thinking, tech rivalry, and weaponized trade will outlast leaders and reshape business. ...
Decoding the New China Playbook: 9 strategic shifts that redefined the dragon in the decade to 2025
China's economy shows contradictory signals – macro headwinds yet surging innovation investment and competitive intensity. To decode this evolving reality, here are the nine key trends global businesses must understand about operating...
How Chinese EV manufacturers are capitalizing on evolutionary cycles to outpace the competition
Too many strategies fail by following a trend that is running out of steam. Instead, get ahead of the competition by capitalizing on evolutionary cycles to change direction, as BYD and Xiaomi...
Why China is well-equipped to deal with disruption
China’s shift from reaction to reinvention is a long-running transformation built on policy foresight and internal restructuring that global turmoil and the tariffs war have only served to intensify....
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China’s apparel sector: domestic champions rise, global brands adapt
Explore how China’s apparel sector, especially sportswear, continues to thrive in 2025, driven by innovation, strong R&D efforts, and digital engagement. Learn about key players like ANTA, Bosideng, and Lululemon, as they...
China’s pharmaceutical sector: innovation meets demographic-driven demand
China’s pharmaceutical sector is undergoing a major transformation, driven by innovation, demographic shifts, and bold regulatory reforms. As urbanization and an aging population fuel demand, top companies are leveraging R&D strength and...
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