Managing The Dragon's China Predictions For 2015 :: The year of the goat may go down as the year of the capital markets in China. In the closing months of 2014, China announced two major reforms that promise to have a far-reaching impact on the deployment of capital flows in and out of the country. As a result, three of my predictions this […]
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China's Anti-Monopoly Drive In Auto Parts :: Over the past year, China has launched anti-monopoly drives in sectors as diverse as pharmaceuticals, baby formula, technology — and now auto parts — arguing that many foreign companies have been using anti-monopolistic practices to over-charge their Chinese customers. China's National Development Reform Commission ("NDRC"), one of several Chinese government bodies that investigates monopoly actions, […]
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China Auto Update: 2014 First Half :: Despite a slowing economy, China's auto industry sales were strong during the first six months of the year. Passenger car sales registered a double-digit increase of 11 percent to 9.6 million units during the period as consumers continued to flock to dealer showrooms. The slowing economy did have an impact on the commercial vehicle market, […]
http://managingthedragon.com/?p#21
Electric Cars: A Review of 2014 :: Every year, approximately 88 million trucks, buses and passenger cars are produced worldwide. While the vast majority of these vehicles are powered by an internal combustion engine, the power source of choice for autos for the past 100 years, there has been much speculation about the role that electric vehicles might play over the next […]
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German consumer confidence at new high as energy costs drop :: (ChinaPost.com.tw) - Germany's economy, Europe's largest, is showing more signs of strength, with new figures released Thursday showing consumer confidence at a 13-year high and unemployment declining further.
http://www.chinapost.com.tw/business/europe/2015/02/27/429760/German-consumer.htm
Happy Thanksgiving to All MTD Readers :: Having lived in China for the past 21 years, one question I'm frequently asked is: "What about the United States do you miss most?" For my wife and me, the answer to that question is easy—the holidays. On the Fourth of July, Memorial Day, or Labor Day, when everyone in the States is taking a […]
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The 'Ownership Scare' In China's Auto Supply Industry :: The automotive supply industry has been one of the most unregulated industries in China, with the industry becoming progressively less regulated over the past 20 years. While there are increasing regulations regarding emissions, safety, warranties and other areas that impact suppliers, ownership and other corporate governance rules have been among the most liberal in the […]
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Tesla Overestimates The China Market :: Wanted: Head of China for Tesla, a $25 billion Wall Street darling whose "disruptive technology" provides Chinese auto buyers with an attractive, environmentally friendly product. This position offers the right candidate the opportunity to develop Tesla's business in the China market, the size of which is expected to rival that of the United States in […]
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Health Care: A Trillion Dollar Industry In The Making :: How many times is a trillion dollar industry created? Not very often. After all, a trillion of anything is a very large number. To put it in perspective, only the largest 15 countries in the world had a Gross Domestic Product greater than $1 trillion in 2013. However, no less an authority than McKinsey & […]
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China's Growing Food Problem/Opportunity :: Feeding China's population of 1.3 billion people is a difficult task even under the best of circumstances. Securing enough food for its people, however, will be even more difficult for China in the years ahead due to a number of factors, including increased competition from a growing global population, the reduction of the country's agricultural […]
http://managingthedragon.com/?p#31
2014 Predictions: How Did We Do? :: It's that time of the year again — time to look back on the previous 12 months and assess how we did in terms of predicting the course of events in China. But first, let's set the stage. At this time last year, China had just announced a 60-point reform plan that was described as […]
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