China Inc by BBW

Hosted by Bamboo Works

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100

Latest episode

Oct 2026

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About the show

China Inc by Bamboo Works discusses the latest developments on Chinese companies listed in Hong Kong and the United States to drive informed decision-making for investors and others interested in this dynamic group of companies.

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60 recent

October 14, 2026Episode 18114 min

Chinese firms face renewed scrutiny from Wall Street and at home

In this week's episode, we dissect the rare and questionable Nasdaq IPO application of Chinese cross-border logistics firm World Road Inc., unpacking why offshore listings on Wall Street have virtually vanished. Then, we pivot to China’s domestic market to explore unexpected antitrust probes into second-tier travel platforms like Tongcheng, Meituan and Tujia. Why is Beijing targeting the "pigeons" after already fining the industry’s biggest "monkey"? Tune in as we explore the underlying anxieties over China's sluggish consumer spending and what it means for the future of tech regulation. -- China Inc. by Bamboo Works discusses the latest business and financial news from China and what it all means. This episode is hosted by Doug Young, Bamboo Works editor in chief, and he's joined by Rene Vanguestaine, one of Bamboo Works' founding partners who is also a longtime China watcher and former investment banker.

September 29, 2026Episode 18017 min

China’s empty boardroom in Washington, and its crowded auto market at home

This week on China Inc., we dive into the notable absence of Chinese corporate leaders during President Xi Jinping’s recent summit in Washington. Why were American CEOs front and center while leaders from giants like Xiaomi and CATL stayed home? Later, we unpack a rare, state-nudged merger between legacy automakers FAW and GAC. With over 100 car manufacturers battling in China, is this the beginning of a long-overdue industry consolidation? Tune in for our analysis! -- China Inc. by Bamboo Works discusses the latest business and financial news from China and what it all means. This episode is hosted by Doug Young, Bamboo Works editor in chief, and he's joined by Rene Vanguestaine, one of Bamboo Works' founding partners who is also a longtime China watcher and former investment banker.

September 23, 2026Episode 17915 min

What an AI breach of WeChat and Jollibee's listing choice mean for U.S.-Asia tech and capital

In this episode, we dive into the unsettling reality of a mock U.S. AI attack on WeChat that could have breached millions of accounts in mere hours. What does this mean for the 1.4 billion users who rely on the app, and how will Beijing's security apparatus respond? We then shift gears to discuss Philippine fast-food giant Jollibee’s decision to scrap its U.S. listing plans in favor of Hong Kong. Tune in to hear why Hong Kong is beating out Wall Street and Singapore for regional consumer IPOs! -- China Inc. by Bamboo Works discusses the latest business and financial news from China and what it all means. This episode is hosted by Doug Young, Bamboo Works editor in chief, and he's joined by Rene Vanguestaine, one of Bamboo Works' founding partners who is also a longtime China watcher and former investment banker.

September 16, 2026Episode 17817 min

New energy faces reckoning as solar makers pivot to AI, Beijing halts battery storage construction

This week, we dive into the growing pains of China's new energy sector by exploring JinkoSolar's surprising pivot from solar panels to AI venture capital and discuss Beijing's unusual, proactive freeze on the booming energy storage industry. Discover what these major shifts mean for investors and the future of green tech in China. -- China Inc. by Bamboo Works discusses the latest business and financial news from China and what it all means. This episode is hosted by Doug Young, Bamboo Works editor in chief, and he's joined by Rene Vanguestaine, one of Bamboo Works' founding partners who is also a longtime China watcher and former investment banker.

September 9, 2026Episode 17716 min

Shein’s U.S. buyout hits a political wall, as China’s fintech lenders face ruin

Why is an apparel deal drawing U.S. national security scrutiny, and is the clock finally ticking down on China’s fintech lenders? In this episode, we explore Shein’s bizarre latest regulatory hurdle in its bid for Everlane and look at this broader tit-for-tat in cross-border M&A. We also break down the latest quarterly bloodbath among Chinese private lending platforms following a massive $4.4 billion wealth management scandal at CreditEase, explaining why investors should steer clear of the sector. -- China Inc. by Bamboo Works discusses the latest business and financial news from China and what it all means. This episode is hosted by Doug Young, Bamboo Works editor in chief, and he's joined by Rene Vanguestaine, one of Bamboo Works' founding partners who is also a longtime China watcher and former investment banker.

September 2, 2026Episode 17616 min

China's state playbook fuels humanoid robot boom, resolves Evergrande crisis

Are China's dancing humanoid robots a technological marvel or just another state-subsidized bubble? Join us to explore the government's role in the robot boom. Plus, we break down the final chapter of the Evergrande saga, analyzing what the founder's life sentence and the company's liquidation mean for the rest of China's struggling property sector. -- China Inc. by Bamboo Works discusses the latest business and financial news from China and what it all means. This episode is hosted by Doug Young, Bamboo Works editor in chief, and he's joined by Rene Vanguestaine, one of Bamboo Works' founding partners who is also a longtime China watcher and former investment banker.

August 26, 2026Episode 17517 min

Bribery arrests and subsidy cuts signal a painful new era for China's green energy companies

In this episode, we unpack the harsh new realities facing China's green energy sector, discussing the unprecedented arrest of a Chinese solar executive in Australia for bribery and what it means for Chinese firms operating overseas. Then, we dive into China's shift toward market-oriented pricing for wind and solar power, exploring how massive overcapacity and the elimination of subsidies are sending shock waves through the industry. -- China Inc. by Bamboo Works discusses the latest business and financial news from China and what it all means. This episode is hosted by Doug Young, Bamboo Works editor in chief, and he's joined by Rene Vanguestaine, one of Bamboo Works' founding partners who is also a longtime China watcher and former investment banker.

August 19, 2026Episode 17414 min

From microchips to fast food: How Apple and Burger King are adapting to the Chinese market

What do Apple and Burger King have in common? Both are navigating the complexities of the Chinese market with highly tailored local strategies. Join us as we unpack Apple's "regional isolation strategy" for memory chips and examine Burger King's double-digit growth following its alliance with state-owned conglomerate Citic. We also discuss why mid-tier brands often struggle, and weigh the pros and cons of private equity partnerships. -- China Inc. by Bamboo Works discusses the latest business and financial news from China and what it all means. This episode is hosted by Doug Young, Bamboo Works editor in chief, and he's joined by Rene Vanguestaine, one of Bamboo Works' founding partners who is also a longtime China watcher and former investment banker.

August 11, 2026Episode 17320 min

State subsidies and partner panic: What the latest cross-border deals reveal about business in China

In this episode, we dive into the complexities of cross-border deals in today's fraught geopolitical climate. We discuss the European Commission's unprecedented probe into JD.com's $2.5 billion acquisition of Ceconomy to check for unfair state subsidies, and what it signals for Chinese M&A in the West. Then, we pivot to U.S. conglomerate Authentic Brands and the abrupt dropping of its Chinese licensee Tristate Holdings, exploring why Western multinationals struggle with trust and localization in China. -- China Inc. by Bamboo Works discusses the latest business and financial news from China and what it all means. This episode is hosted by Doug Young, Bamboo Works editor in chief, and he's joined by Brad Burgess, who is a reputation management advisor with over two decades of experience protecting and promoting brands and business leaders with a focus on Asia and specialty in China.

August 5, 2026Episode 17221 min

Geopolitical tightropes: What Tesla and TAL reveal about a new era of U.S.-China business

Is Elon Musk planning to divest Tesla’s massive China operations? And why did a Chinese education giant’s bargain purchase of a U.S. children’s reading app spark national security concerns? We explore the hidden geopolitical forces driving today’s global business moves. From SpaceX’s sensitive tech to content control in kids' literature, discover why operating in the regulatory "gray area" is no longer a viable strategy for cross-border M&A. -- China Inc. by Bamboo Works discusses the latest business and financial news from China and what it all means. This episode is hosted by Doug Young, Bamboo Works editor in chief, and he's joined by Brad Burgess, who is a reputation management advisor with over two decades of experience protecting and promoting brands and business leaders with a focus on Asia and specialty in China.

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