China’s AI stocks have lost hundreds of billions of dollars in value, even as the country’s artificial intelligence industry continues to advance. The divergence reveals an important distinction between technological progress and investment returns.
ChatGPT, Claude and Gemini are all officially blocked in mainland China. The workarounds, and why China’s own models — Doubao, DeepSeek, Qwen — now dominate.
China leads at both ends of the games trade – a $49.8B home market of 683M players and $20.5B in game exports, more than most countries’ entire markets.
China live commerce is clearing $1 trillion a year — and it is not QVC on a phone. How the closed-loop system works, and why Douyin is years ahead of TikTok.
Asian agritech promised to digitise the region’s hardest industry. India’s DeHaat scales as funding craters 76%. The hard economics of 2026.
PropertyGuru went private at $1.1B; China’s Beike is a $20B+ giant. How property tech is digitising Asia’s largest asset class in 2026.
China’s $14B delivery price war, Grab’s first full-year profit, and Singapore’s world-first lab-grown meat. The state of Asian food tech in 2026.
JD Health’s $8B, Ping An’s profit turn, and India’s billion-record public health stack. How Asia leapfrogged to digital-first healthcare in 2026.
China banned a $100B tutoring sector overnight; India’s BYJU’S fell from $22B to zero. The state of Asian edtech in 2026 — and the AI threat reshaping it.
Ecommerce, social commerce, payments, logistics and cloud are making China–Indonesia one of the region’s defining digital relationships. Indonesia’s digital economy reached an estimated US$99 billion in GMV in 2025 (e-Conomy … Read more
The DIA Briefing
Asia’s digital markets, every other week. Free.