Featured Notes
250625_featuredimg
Huawei Is Back, But It Looks Different

Huawei’s total revenue is nearly back to its peak, but its consumer business revenue has been slower to recover.

250705_featuredimg
Demand for Chip Tools Strong But Waning

China continued to consolidate its position as a key market for chipmaking equipment in 2024, but the outlook for 2025 is less optimistic.

Recent Highlights
Party Discipline Takes Down More Officials

The Party’s anti-corruption campaign continues to accelerate, with several high-profile investigations recently launched.

How Fast Are Wages Growing in China?

Wage growth reported by employers is less than half of that reported in the household survey.

Foggy Outcomes From London

It has been a week since US and Chinese negotiators wrapped up talks in London, but details on outcomes from the meeting have been slow to emerge.

Loading...

Not yet a client?

Request a one-month, no-obligation free trial for our research notes,
including access to the research archive.

Copyright © 2025 Sober Analysis Pte. Ltd. All rights reserved.