Bottom line: ZhongAn should perform reasonably well over the short- to medium-term by drawing on its big-name investors for business, but faces uncertainty due to an untested business model.
Bottom line: Alipay's joint venture with Li Ka-shing targeting local Hong Kong customers looks like a shrewd approach in its first major foray of that kind, though it will face skepticism about its ability to protect user privacy.
Bottom line: Diversification moves away from manufacturing by Canadian Solar and ReneSola could bring more stability to the companies, while panel makers are likely to take a big hit from new US anti-dumping measures.
Bottom line: A flurry of IPOs for offshore Chinese tech firms marks the start of an upcycle following a three year lull, with fintechs likely to be the top stars.
Bottom line: Google's purchase of HTC's Pixel assets is a sign of no confidence in HTC's chances of longer-term survival as an independent smartphone maker.
Bottom line: ZhongAn's and Qudian's IPOs are likely to price and debut strongly over the next few weeks on excitement about China fintech, while Best's will debut to indifference following the slashing of its size.
Bottom line: The US could veto the purchase of brokerage Cowen by a Chinese energy firm, and could also block Ant Financial's purchase of MoneyGram under tougher scrutiny by the Donald Trump administration.
Bottom line: The US is likely to take a tougher stance towards Chinese M&A of politically sensitive companies following Trump's veto of a major deal, but in such cases will still need to justify the national security risk.
Bottom line: A new music re-licensing deal between Alibaba and Tencent, combined with a meeting between the copyright regulator and major online music sellers, hint at attempts to create a more level playing field in the space.
Bottom line: Huawei could overtake Apple as the world's second largest smartphone seller in the next 1-2 years, while it could also pose a challenge in global cloud services over the next 5 years.
Bottom line: Google's campaign to build a China-based artificial intelligence team is at least partly designed to woo Beijing, as part of its broader effort to get permission to open a China-based Google Play app store.
Bottom line: BYD's new order from Shenzhen shows its continued reliance on state support for new energy vehicle sales, while its new monorail product could become a cash cow in 1-2 years if the technology works well.
Bottom line: Jumei could formally abandon its stalled buyout plan soon, putting more downward pressure on its stock, while iKang needs to enter serious negotiations with two bidders for the company.
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