How do Chinese parcel companies deliver packages for just $1 and still make money? And why are hog breeders expanding their herds while bleeding cash? This week, Doug and Rene explore the fascinating, highly cyclical nature of China's market by looking at the delivery and pork sectors. They unpack the "Chinese DNA" of business — where capturing market share often trumps rational market economics — and discuss the limits of Beijing's interventions when local governments push back. Whether you're an investor trying to time the market or just curious about China's economic landscape, this episode offers essential insights into how these businesses really operate.

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China Inc. by Bamboo Works discusses the latest business and financial news from China and what it all means. This episode is hosted by Doug Young, Bamboo Works editor in chief, and he's joined by Rene Vanguestaine, one of Bamboo Works' founding partners who is also a longtime China watcher and former investment banker.