Managing The Dragon - Beta Version

I have to admit that when I first saw the headline, Facing a Slowdown, China’s Auto Industry Presses for a Bailout From Beijing,  I marveled at how quickly bad ideas now make their way around the g...

A well-experienced industrialist, who had already built a very successful, substantial company, buys a majority ownership interest in an existing company in China, in exactly the same industry in w...

In the aftermath of the 1997 Asian Crisis, many China watchers began to look at measures such as the growth in electricity usage to get a more basic view as to how the China economy was faring. Giv...

 
In a recent CNN interview, I was asked why the Chinese have such a high savings rate, leading to the obvious follow-up question as to whether the Chinese government will be able to change saving ...

The Chinese always speak of three legs to their country’s economic stool: exports; government spending and domestic consumption. Everyone expects China’s exports to the developed economies of the w...

 
In response to my recent post on China’s vehicle exports,  Dan posed a question that I am asked frequently: “How long before we start seeing Chinese cars in the United States?” My answer is alway...

 
News reports are filled today with the announcement of China’s massive 4.0 trillion yuan ($586 billion) economic stimulus plan, so there’s no need to repeat the basic facts here. Because much of ...

 
Many thanks to Matt at bizCult for his review of the recent article I wrote for AmCham-China’s China Brief on “Investing In The Dragon’s Belly.”  In “Jack is Back to Tell Us Why We Need Shanxi N...

 
By now, everyone agrees that China is destined to become the largest market in the world for trucks, buses and passenger cars. Although it will fall a bit short of the 10 million benchmark for nu...

At the start of 2008, the two key numbers in China’s auto industry were 10 million and 1 million. With sales of both passenger cars and commercial vehicles (trucks and buses) growing at 20 percent ...