What's in this episode: TOP BIT: LVMH Boss Shops for Chinese BrandsBernard Arnault purchased items from local Chinese brands during his latest Shanghai trip, a symbolic shift.The Chinese luxury market is slowing (down 20%), prompting consumers to turn to homegrown labels with sharper pricing and stronger local aesthetics.Domestic brands like Songmont, Laopu Gold (1,000%+ online sales surge), and Mao Geping are growing at double and triple-digit rates, challenging Western houses.NUMBER OF THE ...
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What's in this episode: TOP BIT: LVMH Boss Shops for Chinese BrandsBernard Arnault purchased items from local Chinese brands during his latest Shanghai trip, a symbolic shift.The Chinese luxury market is slowing (down 20%), prompting consumers to turn to homegrown labels with sharper pricing and stronger local aesthetics.Domestic brands like Songmont, Laopu Gold (1,000%+ online sales surge), and Mao Geping are growing at double and triple-digit rates, challenging Western houses.NUMBER OF THE ...
COMAC attacks Boeing & Airbus | asiabits Nov 3, 2025
asiabits
6 minutes
2 weeks ago
COMAC attacks Boeing & Airbus | asiabits Nov 3, 2025
What's in this episode: Top Bit: COMAC’s Challenge: Brunei is the first non-China country to recognize Chinese aviation standards. GallopAir placed the first international C919 order (30 aircraft, approx. $2B USD).The C919 still needs Western certification (EASA/FAA, potentially 6 years).Highlights: MSCI China fell ~2% in October. Beijing expands ETF Connect with six new US-exposed ETFs.Number of the Day: 38%—The share of Japanese municipalities without access to Japanese-language ...
asiabits
What's in this episode: TOP BIT: LVMH Boss Shops for Chinese BrandsBernard Arnault purchased items from local Chinese brands during his latest Shanghai trip, a symbolic shift.The Chinese luxury market is slowing (down 20%), prompting consumers to turn to homegrown labels with sharper pricing and stronger local aesthetics.Domestic brands like Songmont, Laopu Gold (1,000%+ online sales surge), and Mao Geping are growing at double and triple-digit rates, challenging Western houses.NUMBER OF THE ...