The active ingredient semaglutide is starting to lose patent protection and China can produce GLP-1 related treatments at scale
Entrepreneurs focus on improving established sectors including logistics, manufacturing and healthcare
As fuel prices rise and the outlook becomes more uncertain, the economics of car choices and manufacturing become harder to ignore
China is likely to be both the testing ground and a leader in the use of agents
Chipmaker’s symbiotic relationship with TSMC has been lucrative but it is also a key vulnerability
Assumptions underpinning valuations of big US groups might be too optimistic
History suggests such a venture is particularly prone to value destruction
Dutch chipmaking equipment supplier dominates in a way that markets cannot correct
Britain is a diagnostic market for carmakers such as the Chinese company
As US carmakers gain political cover to delay EV development, Asian companies can expand at greater scale
Big US tech companies are more diversified than Korean and Taiwanese chipmakers
The same limited pool of young talent will keep being drawn on while global competition remains fierce
Availability of electricity to keep models running is becoming the critical factor in technology’s development
Chinese groups are racing to make the high-tech eyewear practical and affordable after years of false starts
BYD is competing directly with Elon Musk’s carmaker in the midsize electric SUV market
Asian companies lead a reversal from touchscreen-dominated dashboards
Taipei blacklisting of leading Chinese tech groups including Huawei and SMIC comes as US weighs additional restrictions
President’s policies risk making it harder for institutions to compete against international rivals
There is a precedent in smartphones for how the Chinese maker is buying market share and future pricing power
Even if it doesn’t challenge Airbus or Boeing on the global stage, strong domestic growth will boost the aircraft maker
The nature of competitive advantage has already moved beyond the vertically integrated model pursued by Elon Musk’s XAI
Chinese carmaker’s absence from the US, once seen as a weakness, has turned into an asset
The region’s resilience is delivering growth in an era of great global economic uncertainty
Companies forced to make billion-dollar bets in face of unpredictable politics
The pace of Beijing’s open source push has been relentless
