Financial Strategy
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Five Years of the BSE: The Structure, Not the Scale, Is the Story
September 2 marks five years since the Beijing Stock Exchange was announced: 339 listed companies, 220 of them national ‘little giants’ — a share above…
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The August Board Memo: Up 4.02%, Led by One Sector, Read in Order
The Shanghai index closed August at 3986.30, up 4.02% for the month, with the electronics sector up 12.41% — the month’s lead. Read the numbers…
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Demand Strategy Fails at the Unowned Handover
A practical, evidence-led examination of consumer demand and service delivery, focused on coordination, access, timing and the operating measures that turn a visible trend into…
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The Strategy Question Hiding in Every Company’s Balance Sheet
Balance sheets are supposed to be records of the past. Increasingly they are the place where the future is being decided — and the decisions…
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The AI Buildout Is Reshaping Corporate Balance Sheets, and the Bond Market Has Noticed
US investment-grade bond issuance hit $187 billion in August 2026 — a third straight monthly record — as companies borrow heavily to fund AI infrastructure.…