Archive for September, 2009

China’s Demographic Roller Coaster to Peak by 2030

Tuesday, September 15, 2009 3:20 8 Comments

A couple weeks back I attended a FCC meeting (Note: FCC has some of the best speaking events in China.. on China) where a UC Irvine/ Fudan professor of Sociology spoke of the issues of China’s population. It was billed primarily as a “One Child China” speech, but in reality it went far deeper as [...]

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China Logistics News: September 14, 2009

Monday, September 14, 2009 23:21 No Comments

Logistics China says to let foreigners invest more in services China Logistics Value Down 0.8% in H1 Port Dalian port grows, plans oil tank Hanjin’s ship repair yard gets Chinese nod Shenzhen shipments rise boosts confidence Tianjin vows to be China’s northern shipping hub by 2015 Air Shenzhen Airlines Entered Chinese Top 500 Corporations Chinese [...]

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Looking To Hong Kong’s Skyline for Signs of Recovery

Monday, September 14, 2009 1:08 2 Comments

While some (including myself) have been questioning some of the more upbeat economic rports lately, the Earth Times carried Clouds of pollution in Hong Kong seen as smoke signals of recovery Unfortunately, the following passage pretty much tells it all: In the first quarter of 2009, pollution levels dropped significantly, according to the South China [...]

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Real Estate in China is (a) Stable (b) Turning Up or (c) Ready to Pop

Friday, September 11, 2009 0:10 11 Comments

The recent UBS report, China Question of the Week: Is The Property Sector Recovery Losing Its Steam? (email me for copy), attempts to address a concern many have in China.  Whether or not we are seeing the top… or bottom.. of the market. It is a report that, true toUBS form, is very upbeat: Based [...]

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Is Anyone Shipping Christmas Orders?

Wednesday, September 9, 2009 13:14 No Comments

Over the last 24 hours, I have been having a bit of a back and forth on email with a analyst in the US who sent me a relatively upbeat report on US inbound shipments: Specifically, from July to August, there was a 1% increase in the number of U.S. companies receiving shipments from overseas. [...]

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Making it in China’s Middle Market

Tuesday, September 8, 2009 2:08 6 Comments

Entering the Chinese mid-market segment: key to long-term success?, by Heiko Gebauer, Thomas Fischer and Elgar Fleisch, is an academic report that I found interesting lately while studying a 2nd tier market plan, and as a followup to a recent conversation about firms moving into the 2nd/ 3rd tier looking for growth. As part of [...]

This was posted under category: China's Other Cities, Going to Market, Uncategorized

China’s Statistics Books are Cooked

Monday, September 7, 2009 23:30 2 Comments

Following up on my recent post Following China’s Path of Least Statistical Resistance, I came across the recent Foreign Policy article  How China Cooks Its Books, and was pointed in the direction of another article in Caijing (h/t Ian) Is China’s Export Engine Slowly Restarting? , that provide or interesting reads and insights: From FP: [...]

This was posted under category: Invest in China, The Big Picture, Uncategorized

Logistics News: September 7, 2009

Monday, September 7, 2009 23:00 No Comments

Logistics Logistics Investment Plan to Boost Chongqing’s Infrastructure China Auto Logistics Inc. to Present at the Rodman & Renshaw Annual Global Investment Conference New Report Just Published China transportation equipment manufacturing industry, 2009 NDRC approves Chongqing’s 10b-yuan logistic investment plan Port Busy scene of port of Lianyungang, E China Shanghai builds new shipping hub Tianjin [...]

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