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 ...
Trade war: China ends chip blockade | asiabits Nov 10th 2025
asiabits
6 minutes
2 weeks ago
Trade war: China ends chip blockade | asiabits Nov 10th 2025
What's in this episode: Opener: Chinese fashion retailers fight ~80% return rates during Double 11 by using conspicuous A4-sized tags on clothing.Highlights: Goldman Sachs notes a surge of U.S. investment into Japanese tech/AI stocks (Nikkei up 30%). Pop Mart shares drop 5.5% after a controversial livestream.TOP BIT: China Lifts Nexperia Export BanAction: China resumes exports of "discrete chips" from its Nexperia plant (70% of Nexperia's output).Impact: Averted production stoppages for major...
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 ...
