https://gavekal.com/feeds.cfm Gavekal en-us Wed, 10 Jun 2026 12:37:03 +0800 Wed, 10 Jun 2026 12:37:03 +0800 https://gavekal.com/feeds.cfm support@gavekal.com (Gavekal) support@gavekal.com (Gavekal) http://web.gavekal.com/node/25756/view The power of competition to discipline prices is indisputable-but can prices be influenced by controls on competition? China's government is endorsing a theory that downward pressures on prices are being worsened by excess competition, and that official efforts to reduce those pressures are necessary. But Andrew, Ernan and Tilly argue that such a focus isn't going to move the needle on what is ultimately a problem of deficit demand and excess investment.... Andrew Batson,China,China,Companies,Equities,Ernan Cui,Ideas,Tilly Zhang, Fri, 23 May 2025 00:00:00 +0800 http://web.gavekal.com/node/25756/view http://web.gavekal.com/node/25756/view#article-comment http://web.gavekal.com/node/25121/view The good news is rolling in for China's big technology companies, most recently the appearance of internet executives at a symposium held Monday by top leader Xi Jinping. Thomas and Tilly argue that if the recent rally in Chinese tech stocks is sustained, it could unlock a virtuous market cycle in the tech sector-though one that benefits mostly larger and established companies, not the dried-up pipeline of early-stage firms.... China,China,Companies,Equities,Ideas,Thomas Gatley,Tilly Zhang, Tue, 18 Feb 2025 00:00:00 +0800 http://web.gavekal.com/node/25121/view http://web.gavekal.com/node/25121/view#article-comment