Insights

What we are seeing on the corridor.

Short notes every two weeks, longer analysis when something moves, and two white papers a year. Written for people who have to decide — not to rank for keywords.

9 pieces

AnalysisOctober 2026

Cross-border e-commerce into China: do you still need a Hong Kong company?

Three ways to structure cross-border e-commerce into China, compared on who is the seller, who owns the stock and when the brand is paid. For a consumer health brand, the first question comes earlier: can the product use CBEC at all?

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AnalysisOctober 2026

Who reads the dossier now? Regulators are building AI agents

China's Five-Year Plan names AI agents for regulatory review; the FDA already runs them; the EMA moves carefully. The first reader of your dossier may soon be a machine — and the question becomes who signs off what your own agents write.

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AnalysisSeptember 2026

Not which tool to buy: AI agents across the pharma value chain

BCG's April report and China's new pharmaceutical-industry Five-Year Plan, read side by side. Together they run from laboratory to regulator, which makes agents an organisational question, starting with who answers for their work.

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Cover of Strategic Entry into China's Rare Disease Market White paperJanuary 2026Form required

Strategic Entry into China's Rare Disease Market

Regulatory pathways, genetic-testing dynamics, pricing and reimbursement frameworks, and a structured entry framework for international pharma and biotech.

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Cover of Strategic Entry into China's Dental Market White paperJanuary 2026Form required

Strategic Entry into China's Dental Market

Market dynamics, regulatory pathways, distribution models and a three-phase entry framework for international dental companies.

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NoteDecember 2025

What the rehabilitation shortage means for European medtech

China counts 2.2 rehabilitation physicians per 100,000 people against a national target of 8. Read as a procurement signal rather than a statistic, that gap changes who you should be talking to.

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InterviewUpdated 2026

“Set up a Chinese company, not a Chinese branch”

Yong Yan on twenty-five years inside a French pharmaceutical group in China, why leadership is not constrained by function, and the single mindset shift she asks every arriving executive to make.

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AnalysisNovember 2025

Why regulatory approval is the start of market access, not the end

Eight gates separate a European product from Chinese revenue. Approval clears the second. The two where entries actually fail come later.

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NoteOctober 2025

Three funding logics, twenty-seven markets

Beveridge, Bismarck or mixed — the model your first European country uses decides who buys, how price is set, and how long approval takes to become revenue.

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The corridor note

One email, every two weeks.

What changed in regulation, access and distribution between Europe and China — dated, sourced, and short enough to read before a meeting. No campaign, no drip sequence.