Analysis that speaks for itself
A selection of recent analysis across deals, funds, sectors, and data — updated as new research is published.
China Deals Weekly
A weekly digest of notable primary-market transactions across China and cross-border, with round, valuation, and investor details.
RMB Fund Watch
Tracking new RMB fund launches, closes, and GP moves across government-guided funds, marketized funds, and corporate vehicles.
AI Supply-Chain Map
Mapping capital flows across the AI stack — chips, models, infrastructure, and applications — quarter by quarter.
Quarterly Market Review
A data-driven review of deal volume, sector rotation, and funding-stage shifts across China’s primary market.
VC Terms Explained
Plain-language explainers of venture terms and structures — from ratchet clauses to fund-of-funds mechanics.
Outbound & Inbound Flows
Coverage of cross-border capital: Chinese funds raising USD, foreign capital entering China, and the policy currents in between.
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