Archive for November, 2009

5 Characteristics of Successful Companies in China

Monday, November 30, 2009 0:33 4 Comments

Last month as part of some advisory work, I was asked to speak to a panel of executives from an American firm who were on their exploratory trip to China. Typical to many speeches, I was asked to provide my thoughts on what made companies successful in China, and what I thought were likely to [...]

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

Old EU Is Happy With Current RMB. For Now…

Sunday, November 29, 2009 19:49 No Comments

Given it was less than 2 weeks ago that Obama, and his full team, were in China discussing the value of the RMB with senior officials, this morning’s WSJ headline China Talks With the EU About Yuan caught my eye. Equally interesting is that while US exports have benefitted from the current situation, the EU [...]

This was posted under category: The Big Picture

If I Could Redesign People’s Square Metro Station – Part III

Thursday, November 26, 2009 4:17 No Comments

Following the previous two posts on how I would make improvements to the metro line, Part 1 and Part 2 here, I have another easy one that came to me while I was in the station looking for a map that would effectively plot where I needed to go. I was on the way to [...]

This was posted under category: Uncategorized

Light Week @ All Roads Ahead

Saturday, November 21, 2009 7:58 1 Comment

Just a quick note to let everyone know the next week is going to be a light one as I am in Copenhagen speaking at a pre-COP15 conference. I still owe you all my thoughts on Obama’s visit, and I am working on that… and another metro post, but that will probably be the sum [...]

This was posted under category: Uncategorized

Transfer Pricing in China

Friday, November 20, 2009 10:23 No Comments

While in university, and while at Thunderbird, I was exposed to the academic model called transfer pricing. For many firms, it was a key tool for repatriating profits. while for others, it was a way to hollow out a local operation. In China, they are tough on firms who go to far, and when I [...]

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

If I Could Redesign People’s Square Metro Station – Part II

Thursday, November 19, 2009 4:03 3 Comments

Following up from the post last week, If I Could Redesign People’s Square Metro Station, I thought I would put forward another design change. Far easier than the previous one, which I admit would probably require money and time on the magnitude that could only be justified by a double dip recession, this one is [...]

This was posted under category: Uncategorized

US China Joint Plan to Improve Ethics in China

Monday, November 16, 2009 21:19 No Comments

Over the years, some of the more interesting and heated dialogues I ahve seen surround the issue of ethics. Linked to IP Protection, corporate governance, graft, and a whole host of other issues that firms face, many Westerners have long believed that as China’s economy developed, this would become a hurdle.  That, while the “ways [...]

This was posted under category: The Big Picture, Uncategorized

Reorders Finally Catching Up?

Monday, November 16, 2009 7:56 5 Comments

A quick note from a friend at one of the large freight forwarders leads me to believe that we are in the initial phases of a restocking: I don’t know what’s going on, everyone, needs everything yesterday and no capacity in the market…. total boom… Anyone else seeing signs that Dongguan is about to have [...]

This was posted under category: China Logistics