Hosted by The China Memo · 🇺🇸 US · EN · 10 episodes
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Welcome to The China Memo.I'm your host: born in China, trained in Western finance, now based in Switzerland. I read what Chinese policymakers, companies, and business people actually say — from a local perspective — and translate it for those tracking China who want the signal without noise.Fact-based. No speculation. We focus on structural trends.Disclaimer: All contents are for educational and informational purposes only. Nothing here constitutes financial, investment, or professional advice.
The China Memo hosts The China Memo, a business show with 10 episodes published.
On April 20, 2026, China launched its first National Reading Week. Official framing positions it as a cultural initiative — books, libraries, literacy — with no mention of smartphones or screens. This episode argues that
Show notesIn January 2025, DeepSeek R1 — a reasoning model from a Chinese quant hedge fund spin-off — topped global app store charts, rattled US tech stocks, and was immediately labelled China's "AI Sputnik moment." This episode i
Show notesThe standard critique of BYD is straightforward: at least 3.7 billion dollars in documented government support, a protected domestic market, and government-steered early customers in bus fleets and taxi programmes. This
Show notesHalf of the world's rare earth reserves sit outside China's borders. Almost none of the industrial capacity to process them does. That gap — between where the ore is found and where it gets turned into something a factor
Show notesThree Chinese automakers now produce or sell more than three million vehicles a year each — putting BYD, Geely, and SAIC in the same conversation as Volkswagen and Toyota on scale. But they got there through fundamentall
Show notesIn 2000, roughly 1.2 billion people in China lived below the threshold where genuine discretionary spending becomes possible. By 2030, roughly the same number are expected to sit at or above it — the largest migration in
Show notesTwo events in early 2026 together amount to the most significant stress test China's energy security strategy has faced in years. The effective closure of the Strait of Hormuz hit China's petrochemicals and industrial ga
Show notesChina built 48,000 kilometres of high-speed rail in twenty years — the largest network on earth. The productivity gains in the right corridors are real. But only six percent of the network turns a profit, and even the fl
Show notesChina's real estate crash is now in its fifth year, and the question has quietly changed. It's no longer "when does housing recover?" It's what fills the hole it leaves behind. This episode takes stock of how deep the da
Show notesA robot that can run, climb stairs, and carry a payload — now available from a Chinese company for roughly the price of a mid-range luxury car. That's not a prototype or a government showcase; it's a product you can orde
Show notesIn this debut episode, we use Moore Threads — often dubbed "China's Nvidia" — as a lens to examine Beijing's push to build a domestic GPU ecosystem under sustained U.S. export controls. From the founding team's roots in
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The China Memo is hosted by The China Memo. The show is categorised under business and has published 10 episodes.
The China Memo has published 10 episodes.
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