All Roads Lead to China:

In the recent piece World’s richest not so rich, Gates regains top spot Chief Executive of Forbes Magazines Steve Forbes is quoted as saying: “Billionaires don’t have to worry about their next meal, but if their wealth is declining and you’re not creating numerous new billionaires, it means the rest of the world is not [...]

While there are still some reports lately that forge some level of hope that the consumers in China have not been affected by the crisis, and that their spending will help to support the Chinese economy, I have held a very different opinion. It is a feeling/ opinion that has been difficult to prove given [...]

It only takes a day like today to put force analysts to retrace their footsteps, see where they went wrong when calling for a recovery, and then set off on the path to recovery again. Today’s numbers that China’s February trade figures have PLUMMETED 25.7 % from February 2008 were stunning.  Especially as orders to [...]

One of the most interesting business dynamics that has come out of the recent crisis has been the psychological impact on China’s business.  Early on, there was a clear recognition that firms here were going to feel the fallout, and the first visible steps came when the government took action via VAT rebate increases for [...]

In this month’s China Economic Review, I have a small opinion piece called Impact Winter that explores the level of supply chain risk that this new economic environment is inducing. It is an important question that I feel anyone sourcing or manufacturing in China must consider, and it was only yesterday that I received the [...]