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    Global Supply Chains and M&A: Opportunities in Industrials and Mobility
    Insights | 04 December, 2025

    Global Supply Chains and M&A: Opportunities in Industrials and Mobility

    I. Overview of the Mobility Sector Value Chain The automotive mobility sector encompasses a long and complex value chain – from raw materials all the way to end-of-life recycling. At the upstream end, Tier 3 material suppliers provide basic raw materials (metals, polymers, battery minerals, etc.), and Tier 2 component manufacturers produce parts and sub-assemblies. […]
    What Chinese Companies Miss When Expanding Supply Chains into Southeast Asia
    Insights | 03 December, 2025

    What Chinese Companies Miss When Expanding Supply Chains into Southeast Asia

    Chinese companies are expanding their investment footprint in Southeast Asia (SEA) as they search for lower costs, market diversification, and new growth engines beyond a slowing domestic market. The region has become central to the emerging “China+N” strategy, where firms build multiple overseas bases to spread geopolitical and supply chain risk. SEA’s young demographics, rising […]
    Small Operational Mistakes that Delay Big Listings: Part 2
    Insights | 02 December, 2025

    Small Operational Mistakes that Delay Big Listings: Part 2

    Part 1 | Part 2 Early planning, accounting readiness, and audit currency create the foundation for a clean listing process, but the real execution test starts once drafting begins. Mid stage delays often emerge when coordination becomes more complex and multiple workstreams must move in parallel. The next set of pitfalls focuses on issues that […]
    Small Operational Mistakes that Delay Big Listings: Part 1
    Insights | 24 November, 2025

    Small Operational Mistakes that Delay Big Listings: Part 1

    Part 1 | Part 2 In capital markets, success is built on discipline, not luck. Markets will reward a strong story and healthy demand but only if the execution workstreams run clean. In practice, deals rarely slip because of valuation or investor appetite. They slip because of operational errors that appear small in isolation and […]
    Rethinking 3PL in Southeast Asia: Industrial Supply Chains for a New Era
    Insights | 22 July, 2025

    Rethinking 3PL in Southeast Asia: Industrial Supply Chains for a New Era

    In Southeast Asia, third-party logistics (3PL) is evolving from a back-end support service into a core lever of industrial competitiveness. As governments promote local manufacturing (e.g., Thailand 4.0, Vietnam’s industrial parks), and global players diversify away from China, the region is emerging as a critical hub for industrial production and distribution. The 3PL market in […]
    China Innovative Pharma Going Global : The “DeepSeek Moment” of China’s Innovative Drugs - From Global Participant to Value Exporter
    Insights | 21 July, 2025

    China Innovative Pharma Going Global : The “DeepSeek Moment” of China’s Innovative Drugs - From Global Participant to Value Exporter

    As the global pharmaceutical landscape undergoes profound restructuring, China’s innovative drug industry has reached its “DeepSeek Moment.” Once seen primarily as imitators, Chinese biopharmaceutical companies are now emerging as core players on the global stage, driven by original innovation and globalization capabilities. Since 2025, the pace of international expansion has accelerated significantly. In the first […]
    Stock Loans: Unlocking Liquidity Without Liquidation
    Insights | 18 July, 2025

    Stock Loans: Unlocking Liquidity Without Liquidation

    For shareholders of publicly traded companies, equity often represents both wealth and restriction. While these holdings may be worth millions on paper, they can be difficult to access as liquid capital. Selling shares is not always ideal, as it may trigger tax events, signal insider activity to the market, or conflict with long-term strategic interests. […]
    Rethinking 3PL in China: Smarter Fulfillment for a Changing Market
    Insights | 11 July, 2025

    Rethinking 3PL in China: Smarter Fulfillment for a Changing Market

    In today’s China, logistics is no longer just a support function. For consumer brands navigating a landscape of high-growth demand, digital-first retail, and cross-border complexity, logistics is central to strategy. China’s third-party logistics (3PL) market is projected to reach over 414 billion (USD) by 2030, driven by the rise of e-commerce, supply chain diversification, and […]
    US Tariffs on Thai and Cambodian Exports Signal Trade Realignment
    Insights | 10 July, 2025

    US Tariffs on Thai and Cambodian Exports Signal Trade Realignment

    The US Announces 36% Tariffs on All Imports from Thailand and Cambodia On July 7, 2025, the US announced it would apply a 36% tariff on all goods imported from Thailand and Cambodia, effective August 1. The decision follows earlier warnings and months of talks, during which both countries tried to avoid the measure by […]
    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 […]