I often try to remind people that when we talk about “Chinese EVs” we are mostly talking about BYD, which is basically in a class of its own. This article does a great job of explaining the company’s strategy. Another great piece by Edward White 👏👏

w analysis from Ilaria Mazzocco, CSIS Bridget McCarthy, Snow Bull Capital, Rystad Energy Tim Buckley, Jim Wormington Human Rights Watch et al.

BYD has become synonymous with China's rapid rise in electric vehicles. Wang Chuanfu's true ambition goes far beyond cars, and far beyond China. Financial Times ft.com/content/b8bde0…

My piece on Tokyo’s top female sushi chefs with beautiful photos by Sybilla Patrizia ft.com/content/420266… via @ft

Western politicians may be obsessed with Beijing's industrial policies but foreign companies in China also must adapt to reality: competition from Chinese manufacturers is 'ferocious'. Excellent column from Thomas Hale via Financial Times ft.com/content/9feb75…

Interesting points from Chucheng Feng

It's been a nearly three-year wait that took me and my expanding luggage from London to Taipei to Hong Kong.

But earlier this week, I finally moved to Beijing to join the FT bureau here. My skin is already cracking from the bone-dry air, but it feels good to be here!

Congrats Edward White! My fav long-form piece of last year by far! ft.com/content/39caf1…

In The Big Read published by the Financial Times today, I explained why we should take a Xi Jinping Thought angle to evaluate Xi’s manufacturing plan to rescue China’s economy - and how to do it. ft.com/content/ae5179… Financial Times; Edward White; Cheng Leng; SOAS China Institute

Data from Andy Lin 林佳賢 World Bank & analysis from SOAS University of London Olivia Cheung He Shujing of Plenum Michael Pettis Carnegie China David Skilling et al

Xi Jinping has won praise for calling time on unsustainable property and infrastructure spending, but trading partners now fear a flood of cheap exports. Will his manufacturing plan be enough to rescue China’s economy? ft.com/content/ae5179… via Financial Times w Cheng Leng

An attempt to plot out a set of variables relevant to the current debate over auto trade with China.

Capacity is inferred from production and China's data on capacity utilization. (net) exports are the gap between passenger vehicle production and sales.

A first cut. *

1/2

'China is not going to export sunshine': Embattled solar billionaire Li Zhenguo faces a world polarised by Chinese dominance of supply chains for renewable technology. via ft.com/content/94aad5… w Xuyang Dong Yanmei Xie CerciusGroup

The runner up was this gem from Edward White and Kang Buseong at the Financial Times

ft.com/content/39caf1…

A big congrats to the Financial Times's Miles Johnson, winner of Overseas Press Club's top business award for his investigation into #Prigozhin 's biz empire! Also to #Seoul team of Edward White & Kang Buseong, runners-up in mag writing...Financial Times has never been cited in OPC mag category before...

I'm delighted to have started a new role this year as Jakarta Correspondent at Financial Times, which has opened a new Indonesia bureau. I'll also be covering Vietnam and the Philippines. Pls send tips, hellos and Jakarta recommendations!

Epic work by Christian Davies Chan Ho-him Primrose Riordan ig.ft.com/north-korea-oi…

The rise and rise of China's world-beating EV industry has masked the staggering decline of sales of cars with internal combustion engines. Hundreds of zombie factories will emerge unless they can be repurposed for exports or EVs... via Financial Times ft.com/content/b255d7…

One of China's biggest fishing groups, Zhejiang Ocean Family, faces allegations of environmental and labour abuse, putting the spotlight on a billionaire who advises the government in Beijing and has deep US ties. via Financial Times Environmental Justice Foundation
ft.com/content/c8ced5…