All China articles
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White papersMacro brief: AI in Europe Part 2 – Comparing capex and strategy
While estimates of AI spending across regions are hard to find, every available measure shows the scale of investment in Europe is an order of magnitude smaller than in the US and China.
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Asset Manager NewsHidden Hill Capital Invests in CorePilot with Strategic Support from HKIC
Shanghai and Singapore, 25 August 2026 – GLP’s Hidden Hill Capital (“Hidden Hill”) in its capacity as general partner (GP) and fund manager of its growth investment focused limited partnership fund (LPF) with the Hong Kong Investment Corporation (HKIC), has completed an investment in CorePilot (启芯领航), a leading China-based Electronic Design Automation (EDA) company headquartered in Shanghai.
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White papersUS vs. China: Who’s winning the AI race?
Thomas Edison had George Westinghouse. Apollo had Sputnik. Today’s artificial intelligence race between the United States and China may be the latest example of rivalry acting as a catalyst for innovation.
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Asset Manager NewsMapletree Launches First China Logistics Renminbi Fund with China Life Capital
Backed by international insurance companies, the RMB1.5 billion fund reflects institutional confidence in China’s logistics sector
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Asset Manager NewsGLP Signs Strategic Cooperation Agreement with Ulanqab for Multi-GW Development in Inner Mongolia
Singapore and Shanghai, 10 July 2026 – GLP China today announced the signing of a strategic cooperation agreement with the Ulanqab Government to jointly develop multi-GW hyperscale digital infrastructure in Inner Mongolia. The partnership establishes a clear and scalable development pipeline for GLP’s digital infrastructure platform, reinforcing its long-term growth strategy in AI-ready data centre capacity.
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White papersChina: Late to the AI sprint, strong in the marathon
In today’s global artificial intelligence (AI) industry, the US leads in frontier models and accelerator design, Taiwan manufactures the most advanced chips, South Korea supplies high-bandwidth memory, and investors crowd into the most obvious winners. China — constrained by export controls and short of leading-edge semiconductors — is often seen as the laggard. That narrative is too simple. It may also be wrong.
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White papersAsia Pacific real estate outlook – Edition June 2026
Uncertainty tightens its grip on markets
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PodcastChina: Tech self-sufficiency drive bodes well for growth
China’s policy for growth from hi-tech industry development is a state-organised – but not state-led – strategic effort that combines top-down industrial planning with bottom-up competition among local players. Chi Lo, Senior Market Strategist in Hong Kong, tells Daniel Morris, Chief Market Strategist, that investment value in China is created through aligning private incentives with state goals of high-quality growth, technological self-reliance, digitalisation and national security.
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White papersChina: a trot, not a gallop – so far
China’s stock market has lagged peers this year. Why has the country been left behind?
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Asset Manager NewsGLP and Huawei Establish Strategic Partnership to Deepen Cooperation in China’s New Economy Sectors
Singapore and Shanghai, 6 April 2026 – GLP, a leading new-economy infrastructure investment manager, and Huawei, a global leader in information and communications technology (“ICT”) infrastructure and smart devices…
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White papersChinese equities: The next era of growth
Adapting with disciplined agility as innovation deepens and market leadership broadens
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White papersChina: The year of the fire horse
Improving earnings, an ongoing economic transformation and benign valuations all add up to a positive outlook for the year ahead.
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White papersRebuilding diversification: China, Asia and the next opportunity set
After three strong years for diversified portfolios, investors are reassessing what ‘balanced’ means in 2026: US leadership resilience, China’s shift from valuation to fundamentals, and geopolitics reshaping currency layers.
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White papersCan China replicate its EV success with humanoids?
Building on its success in electric vehicles (EVs), China is now shifting its attention towards humanoid robotics as the next frontier for technological leadership. This transition draws on deep parallels between the supply chains of humanoids and EVs, allowing China to leverage its expertise in batteries, motors and large-scale manufacturing.
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White papersU.S. vs. China: Different AI Approaches, Common Choke Points
The two countries are taking different approaches to artificial intelligence, but common bottlenecks in memory chips and networking systems continue to create potentially attractive opportunities for investment in advanced semiconductor manufacturing and testing equipment.
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Asset Manager NewsAngela Zhao Named CEO of GLP China
Singapore, 14 January 2026 – GLP Pte Ltd (“GLP” and with its subsidiaries the “Group”) today announced the appointment of Angela Zhao as CEO of GLP China.
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White papersChina State of Decarbonization & Sustainable Finance Overview
China’s energy transition and sustainable finance ecosystem is vast and multifaceted, with meaningful implications for both generalists and sustainability-focused investors. This report provides key indicators and investment insights to help track and interpret that evolution over time.
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White papersManaged rivalry, emerging opportunity – China’s equity renaissance
China’s economy and equity market are entering a new phase, powered by Technological advancements, electrification and world-class supply chains. Beneath the structural change lies a broad and attractive range of opportunities for investors willing to look beyond old stereotypes.
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White papersChinese equities have more room to grow
Chinese equities rebound after years of weak sentiment, driven by attractive valuations and liquidity shift. Healthcare, global expansion, Hong Kong IPOs and tech-enabled growth offer potential long-term upside.
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White papersChina’s lithium crackdown and electric vehicle price wars: What investors need to know
The boom years are over. Beijing’s crackdown on low-grade lithium, loss-making battery plants and fragmented EV brands signals a new era of discipline. For investors, the question is: who thrives when growth gets disciplined?
