Shein provokes fashion capital Paris | Nov 5th 2025

What's in this episode:

• Shocking news from Germany: A major sausage producer is reportedly being sold to a Hong Kong–based company.
• Top Story: Shein vs. Paris:
  • Shein opens store in BHV Marais; Paris officials call it a “slap in the face.”
  • Over 20 brands pulled products; Disneyland canceled an exhibition.
  • French minister threatened a ban after a sex doll scandal on the platform.
  • Shein's revenue in 2024: approx. $45 billion USD.
• Highlights: Asian markets pause after the Wall Street tech rally; AI boom or bubble?
• Top Story: Shein vs. Paris:
  • Shein opens store in BHV Marais; Paris officials call it a “slap in the face.”
  • Over 20 brands pulled products; Disneyland canceled an exhibition.
  • French minister threatened a ban after a sex doll scandal on the platform.
  • Shein's revenue in 2024: approx. $45 billion USD.
• Number of the Day: $191.4 Million—The amount a U.S. jury ordered Samsung to pay Pictiva Displays for OLED patent infringement.
• Market Bit: Hong Kong Fintech 2030:
  • Five-year plan (40+ measures) focusing on AI, tokenization (government bonds, money market funds), and e-HKD.
  • Aims to position Hong Kong as a regulatory laboratory for the future of money.
• Head of the Day: Liang Jun: Former CTO of Cambricon (AI chips) who now leads Fangqing Technology in developing distributed AI computing systems.
• Short News of the Day:
  • PE Cashflow: KKR reports 50% of its PE distributions this year came from Asia (>$7.3B USD).
  • SK Hynix: Korea Exchange issued a one-day “Investment Caution” (yellow card) after the stock's 240% gain this year.
  • Europe sees Kazakhstan as a digital bridge for data infrastructure.
  • China: Alibaba's Amap launches an international competitor to Google Maps.

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