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Inside China / Business

Kevin Walmsley
Hundreds of paid subscribers

For business professionals and executives doing business with China

Platform
Substack
PricingOnly free issuesPublishesDaily
Issues341Founded2 years agoLast Issue5 days ago
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Artwork for Inside China / Business

Latest Issues

Russia and China were quietly taking over helium markets. Then Iran blew them up for everyone else.

Bullets:

The Russian gas industry is under heavy sanction by Western governments.

Nevertheless, high volumes of Russian helium and other energy supplies find their way into global markets, via middlemen in China.

In the opening d...

5 days ago
41
3

Not even the World Cup can save the American travel industry, as China takes over top spot

Bullets:

The US is attracting millions fewer international travelers, compared to forecasts from just two years ago.

Foreign travel to the United States plunged in 2025, to levels last seen in 2012.

The hospitality industry expec...

7 days ago
52
12

How Pandas are driving countries and companies to ditch the dollar

Bullets:

Countries and firms are borrowing billions of dollars by accessing China's debt markets, which offer some of the lowest interest rates in the world.

Panda Bonds are available to some borrowers of Chinese renminbi, to finance...

10 days ago
44
4

China's export curbs: a disaster for Japan, a boon for the Trump family

Bullets:

Chinese exports to Japan of tungsten and rare earth metals has collapsed, with trade in some metals dropping to zero.

Japanese manufacturers are snapping up scrap, and investing heavily in new recycling capacity.

China's...

12 days ago
39
9

DARPA needs new powerful batteries for the Department of War. But China just built them.

Bullets:

DARPA and the Pentagon hope to build revolutionary new batteries that will power the next generation of weapons systems.

But the global supply chains and manufacturing centers for batteries run through China.

China has t...

13 days ago
49
7

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