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....
CNY 2026
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...
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