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    China's New Outbound Investment Rules Put Consumer M&A Under Full-Lifecycle Scrutiny
    Insights | 07 July, 2026

    China's New Outbound Investment Rules Put Consumer M&A Under Full-Lifecycle Scrutiny

    Executive Summary State Council Decree No. 837 (effective July 1, 2026) establishes a security-focused legal framework that reshapes outbound M&A. It does not ban consumer sector deals, but it changes how they must be structured, approved, and integrated. Expansion of Regulatory Scope: Individual Investors and Indirect Structures Brought into the Compliance Scope Resident individuals are, […]
    Heavy AI Spending, Slow Returns: Why Organizational Redesign Comes First
    Insights | 25 June, 2026

    Heavy AI Spending, Slow Returns: Why Organizational Redesign Comes First

    Overview Corporate AI has settled into a familiar pattern: broad use, thin value. Close to 90% of companies now use AI routinely in at least one business function, yet only a handful have turned that into value at enterprise scale. The bottleneck is not the technology. It is the organization. At its core, AI transformation […]
    How Strong Governance and Communication Keep a New Listing Trading Well
    Insights | 23 June, 2026

    How Strong Governance and Communication Keep a New Listing Trading Well

    Most companies approach an IPO as a milestone. In reality, it is a reset. The valuation is set, the story is told, and the stock begins trading. From that point onward, the market is no longer pricing potential. It is pricing delivery. The most critical period is often the six to eighteen months that follow, […]
    CSRC Requirements for Overseas Listing
    Insights | 09 July, 2025

    CSRC Requirements for Overseas Listing

    Effective as of March 31, 2023, the China Securities Regulatory Commission (CSRC) implemented the Trial Administrative Measures of Overseas Securities Offering and Listing by Domestic Companies (the “Trial Measures”), a new set of regulations to establish a filing-based system for PRC domestic companies seeking to list securities overseas, including in the United States. As of […]
    Vietnam and US Reach Trade Accord: Implications for Business and Supply Chains
    Insights | 08 July, 2025

    Vietnam and US Reach Trade Accord: Implications for Business and Supply Chains

    After months of rising trade uncertainty, the US and Vietnam reached a deal to avoid harsher tariffs After months of uncertainty sparked by President Donald Trump’s tariff announcement in April 2025, the US and Vietnam have reached a bilateral agreement. On July 2, 2025, Vietnam became the third country to finalize a new tariff accord […]
    China’s Advanced Manufacturing Sees M&A Surge Fueled by Tech Trends
    Insights | 07 July, 2025

    China’s Advanced Manufacturing Sees M&A Surge Fueled by Tech Trends

    A review of M&A transactions over the past three months reveals a clear trend of deepening industry chain consolidation and an increasingly technology-oriented approach in China’s advanced manufacturing sector. These deals underscore buyers’ strategic motivations to adapt to evolving competitive dynamics, strengthen core competencies, and drive transformative growth. ​​I. Accelerated Consolidation in the EV and […]
    The Inescapable Ties to China: Why Strategic Disengagement Is Not an Option
    Insights | 04 July, 2025

    The Inescapable Ties to China: Why Strategic Disengagement Is Not an Option

    Executive Insight While calls for decoupling have grown louder in recent years, the structural interdependence between China and the global economy remains undeniable. China continues to lead global trade in volume, sustain vast industrial capacity, and advance rapidly in innovation. For most international businesses, a full exit from China is neither practical nor desirable. The […]
    Trend of Chinese Companies Listing in the United States
    Insights | 02 July, 2025

    Trend of Chinese Companies Listing in the United States

    Recent Chinese IPO Activity in the U.S. The trend of Chinese companies listing on major U.S. exchanges has been steadily increasing, reflecting a strong resurgence in investor appetite and market interest following the peak in 2021. After a slow start in 2022, the number of IPOs surged significantly in 2023, particularly in the first quarter, […]
    Who Owns the Flow? The Battle Over Global Supply Chains Through M&A
    Insights | 30 June, 2025

    Who Owns the Flow? The Battle Over Global Supply Chains Through M&A

    1. Introduction: From Boxes to Billions The logistics industry has never been more visible—or more vital. Events like the pandemic, geopolitical tensions, and chokepoint disruptions (e.g., the Red Sea and Panama Canal) have exposed the fragility of global trade. As a result, supply chain resilience has become a boardroom priority, and consolidation is emerging as […]
    Overcapacity and Supply Chain Risks: The Hidden Cost of Boom-Era Industrial Policy
    Insights | 24 June, 2025

    Overcapacity and Supply Chain Risks: The Hidden Cost of Boom-Era Industrial Policy

    Executive Insight China’s industrial ecosystem, once a symbol of limitless scale and speed, now faces one of its most entrenched structural challenges: overcapacity. Sectors like electric vehicles, solar energy, semiconductors, and new materials are grappling with excessive supply built for yesterday’s demand. As margins shrink and supply chains destabilize, global businesses must reassess their exposure […]
    Riding the Labubu Craze: Strategic M&A as a Gateway to Capture the Next Wave of Demand
    Insights | 23 June, 2025

    Riding the Labubu Craze: Strategic M&A as a Gateway to Capture the Next Wave of Demand

    Pop Mart has emerged as the new Moutai. The launch of LABUBU 3.0 caused an instant global frenzy among celebrities and KOLs. At Yongle’s 2025 Spring Auction, the world’s only mint-green first-generation LABUBU fetched a record-breaking RMB 1.08 million. Fueled by Labubu’s explosive popularity, Pop Mart reported dazzling results: with LABUBU as the core of […]
    China’s Slowing Economic Growth: Navigating the End of Hypergrowth
    Insights | 19 June, 2025

    China’s Slowing Economic Growth: Navigating the End of Hypergrowth

    China’s post-industrial growth era is approaching its limits. Once powered by investment-led booms and labour abundance, the nation now faces a slow but steady transition into a structurally lower-growth economy. The coming decade will challenge assumptions built on two decades of rapid expansion and demand a sharper strategic focus from global businesses operating in China. […]
    Recent Trends in Foreign Companies Listing in the U.S. Exemplify Structural Advantages for Issuers
    Insights | 19 June, 2025

    Recent Trends in Foreign Companies Listing in the U.S. Exemplify Structural Advantages for Issuers

    Foreign companies pursuing a public listing are increasingly choosing U.S. exchanges over their domestic exchange. In the first quarter of 2025, 58% of all U.S. IPOs were launched by foreign issuers[1], and this momentum has continued through the first half of 2025. Foreign companies’ participation has significantly accelerated the U.S. IPO markets, with total proceeds […]
    China M&A 2025: What Global Buyers and Sellers Need to Know
    Insights | 16 June, 2025

    China M&A 2025: What Global Buyers and Sellers Need to Know

    Executive Summary China’s mergers and acquisitions (M&A) market is entering an exciting new phase, driven by landmark regulatory reforms aimed at fostering strategic, value-driven transactions. With major policies such as the State Council’s new “National Nine” Guidelines, the CSRC’s transformative “M&A Six” Measures, the proactive “2025 Action Plan,” and an expanded “2022 Catalogue,” China is […]
    Operationalizing Strategy: Daniel Karlsson, Partner at ARC Group on Navigating Asia’s Supply Chain Shift
    Insights | 12 June, 2025

    Operationalizing Strategy: Daniel Karlsson, Partner at ARC Group on Navigating Asia’s Supply Chain Shift

    As global supply chains shift in response to geopolitical pressures, sustainability demands, and rising regionalization, Southeast Asia has taken on a new strategic significance. Few have witnessed this transformation as closely as Daniel Karlsson, Partner at ARC Group. We sat down with him to explore how ARC Group is helping clients navigate this complexity, from […]
    How ARC Group Helped BeLive Design a Resilient IPO
    Insights | 05 June, 2025

    How ARC Group Helped BeLive Design a Resilient IPO

    ARC Group acted as the sole financial advisor to BeLive Holdings (the “Company”) in its recent Nasdaq IPO. ARC structured the listing around the core thesis of attracting long-term investors, offering valuable insights into how smaller companies can succeed in volatile capital markets. Uniqueness of BeLive’s Nasdaq Listing On April 4th 2025, two days after […]
    Localize to Lead: Acting on TKDN and Leveraging Indonesia as ASEAN’s Springboard
    Insights | 04 June, 2025

    Localize to Lead: Acting on TKDN and Leveraging Indonesia as ASEAN’s Springboard

    Download Click here to download this article as a .pdf document. | Executive Summary Indonesia’s TKDN (Tingkat Komponen Dalam Negeri – Local Content Level) requirements have evolved from regulatory guidelines into strategic imperatives that determine market access in Southeast Asia’s largest economy. As Indonesia emerges as the primary China+1 manufacturing hub, TKDN compliance represents a […]
    Rethinking China Strategy: An Interview with Xi Zhang, Partner at ARC Group
    Insights | 30 May, 2025

    Rethinking China Strategy: An Interview with Xi Zhang, Partner at ARC Group

    As geopolitical pressures, shifting cost structures, and evolving consumer demands reshape the global business landscape, companies are revisiting their China strategies. We sat down with Xi Zhang, Partner at ARC Group and Head of our Management Consulting division, to discuss China’s changing role in global supply chains, the rise of domestic competitors, and how businesses […]
    From Opportunity to Urgency: Securing Supply in India and Vietnam
    Insights | 28 May, 2025

    From Opportunity to Urgency: Securing Supply in India and Vietnam

    Executive Summary As global corporations accelerate efforts to reduce their dependency on China amid geopolitical tensions, rising costs, and ongoing supply chain disruptions, India and Vietnam have emerged as the primary beneficiaries of this strategic pivot in Asia. Positioned as viable alternatives, both countries have seen a surge in investment and manufacturing activity as part […]
    The Evolution of SPACs: From Blank Check Frauds to a Regulated Financial Tool
    Insights | 27 May, 2025

    The Evolution of SPACs: From Blank Check Frauds to a Regulated Financial Tool

    First Generation SPACs (1990s – Early 2000s) The origins of SPACs (Special Purpose Acquisition Companies) trace back to the 1990s, following a crackdown on fraudulent blank check companies in the 1980s[1]. At the time, broker-dealers exploited unsophisticated investors through manipulative sales tactics in “boiler room” environments, promoting shell companies with the illusion of imminent acquisitions […]
    Exit Through M&A: A Strategic Alternative for China PE and Controlling Shareholders to Cash Out
    Insights | 26 May, 2025

    Exit Through M&A: A Strategic Alternative for China PE and Controlling Shareholders to Cash Out

    Amid tightening IPO approvals and prolonged exit timelines, private equity (PE) firms and majority shareholders are now reassessing the limitations of traditional listing pathways. From 2023 to date, over 120 companies in A-share and Hong Kong markets have either failed to pass listing hearings or voluntarily withdrawn applications, marking a five-year high.  In the time […]
    Why Southeast Asia Is the Next Hotspot for Cross-Border M&A
    Insights | 23 May, 2025

    Why Southeast Asia Is the Next Hotspot for Cross-Border M&A

    Southeast Asia has emerged as one of the most dynamic regions for mid-market M&A globally. Countries like Vietnam, Indonesia, and Thailand are attracting attention from strategic and financial investors due to their economic resilience, favorable demographics, and shifting global supply chains. In this insight, we explore why Southeast Asia is the region to watch in […]
    Beyond China: Navigating the Global Supply Chain Landscape
    Insights | 22 May, 2025

    Beyond China: Navigating the Global Supply Chain Landscape

    I. Executive Summary Multinational firms are facing mounting pressure to diversify their supply chains in a time of growing geopolitical risks and ongoing global disruptions. Despite its economic benefits, the long-standing reliance on China’s manufacturing base has revealed serious weaknesses. Companies that start diversification strategies, however, face the sobering fact that alternative sourcing markets are […]
    Bridging Borders Creating Value in Cross-Border M&A
    Insights | 20 May, 2025

    Bridging Borders Creating Value in Cross-Border M&A

    As global dealmaking regains momentum in 2025, cross-border M&A is once again a strategic priority for ambitious corporates, private equity sponsors, and family-owned businesses. Stabilizing regulatory environments, improving capital access, and a renewed appetite for geographic diversification are driving a rebound in international transactions—particularly between Asia and the West. Nowhere is this more evident than […]
    All about Malt & Maltsters: Before You Crack a Cold One
    Insights | 15 May, 2025

    All about Malt & Maltsters: Before You Crack a Cold One

    Introduction The malting industry stands at a pivotal moment. As an essential link between agriculture and beverage manufacturing, maltsters have spent over a century expanding organically, scaling from family-owned operations to industrial powerhouses. Today, with rising demand from craft brewing, whiskey distillation, and premium food sectors, coupled with mounting pressure for capacity, innovation, and efficiency, […]
    Sourcing Strategy Flash Survey Results – Key Takeaways
    Insights | 09 May, 2025

    Sourcing Strategy Flash Survey Results – Key Takeaways

    To capture how supply-chain leaders are navigating today’s unpredictable trade and geopolitical climate, ARC Group launched the weekly Flash Survey in 2025. This initiative delivers real-time, practitioner-level insights into how companies are responding to tariff volatility, shifting trade blocs, shippinglane disruptions, and tightening sanctions. Each short pulse engages a focused group of supplychain decisionmakers—directors, managers, […]
    The Time Is Now: Outbound M&A Opportunities for Chinese LISTCOs
    Insights | 07 May, 2025

    The Time Is Now: Outbound M&A Opportunities for Chinese LISTCOs

    As domestic competition intensifies and core markets become increasingly saturated, many Chinese listed companies are proactively turning outward to unlock their next phase of growth. At ARC Group, we’ve seen a surge in demand from Chinese LISTCOs seeking strategic guidance for overseas expansion to strengthen competitiveness. The most common motivations include: Simultaneously, global M&A markets […]
    Capital Markets in 2025: Adapting to Market Shifts and New Listing Realities
    Insights | 06 May, 2025

    Capital Markets in 2025: Adapting to Market Shifts and New Listing Realities

    Global capital markets in 2025 reflects a complex environment. While inflationary pressures have eased and sentiment in the public markets is gradually improving, issuers face a materially different regulatory backdrop. For those preparing to access the public markets, adapting to new listing frameworks and evolving investor expectations has become a critical part of the capital […]
    Capital Markets Q1 2025 Review
    Insights | 29 April, 2025

    Capital Markets Q1 2025 Review

    Liberation Day On April 2, 2025, commonly known now as “Liberation Day”, President Trump unveiled a broad tariff proposal that included a 10% universal tariff on all U.S. imports and substantial tariff increases for over 25 major trading partners. Although Trump later announced a 90-day delay on implementing the new tariff policy, the potential increase […]
    Southeast Asia: The Emerging Hub of Semiconductor Assembly and Testing
    Insights | 23 April, 2025

    Southeast Asia: The Emerging Hub of Semiconductor Assembly and Testing

    In April 2025, the U.S. administration announced tariffs on all imported goods, including semiconductor chips, sending ripples through the global technology industry. These trade measures, aimed at bolstering domestic manufacturing, have reshaped the global semiconductor landscape, prompting companies to seek stable and cost-effective manufacturing hubs. At the heart of this process lies the Outsourced Semiconductor […]
    Reframing Supply Chain Resilience: From Reactive to Strategic
    Insights | 12 April, 2025

    Reframing Supply Chain Resilience: From Reactive to Strategic

    Download Click here to download this article as a .pdf document. | Executive Summary Global supply chains are under unprecedented pressure. From pandemics and geopolitical conflicts to climate-related events and cyber threats, disruptions have become more frequent, severe, and complex. In this volatile environment, many companies still rely on traditional, reactive approaches to resilience – […]
    Change of Perspective: Exploring Indonesia’s TKDN From the Lens of Opportunity
    Insights | 04 April, 2025

    Change of Perspective: Exploring Indonesia’s TKDN From the Lens of Opportunity

    Download Click here to download this article as a .pdf document. | Executive Summary Spotting Opportunity Where Others See Regulation Indonesia is on the verge of becoming Southeast Asia’s industrial anchor. With USD 256 billion in manufacturing output in 2023, the country contributes ca. 35% of ASEAN’s industrial output – while accounting for ca. 41% […]