Archive for January, 2010

Is The “China Dream” Real? Or Did Western Businesses Get Suckered?

Sunday, January 24, 2010 8:16 13 Comments

A lot of conversation over the last few weeks about what China is for many firms. and what it is not. It is a conversation that, while recently catalyzed by Google’s announcement that they were looking at pulling the plug, is a conversation that I would say is had on a basis that is more [...]

This was posted under category: Uncategorized

Can Hipster Youth Reinvigorate Bike Culture in China?

Friday, January 22, 2010 1:42 5 Comments

Guest Post from John Solomon, Director of enoVate The fixed gear bike movement has hit the streets of China. Just three years ago, you could count the number of fixed gear bikes here on your fingers (and maybe toes). But spend an afternoon strolling Shanghai’s French Concession, and your sure to see various youth — Chinese [...]

This was posted under category: Going to Market Tags: , ,

Apple’s Recent Strike in Suzhou is Sign of Continued Bad Labor and CSR Practices in China

Thursday, January 21, 2010 0:53 10 Comments

This afternoon I was asked by someone why I am involved in CSR and sustainability.  It is a question that I seem to asked frequently, but one that I am not sure I ever answer with any measure of clarity as I have worked in a very wide range of issues related to these big [...]

This was posted under category: From the Factory Floor, Uncategorized Tags: , , , , ,

Exports May Be Down, But China is STILL Short on Energy.

Wednesday, January 20, 2010 7:48 No Comments

In what may be the biggest sign of the problems that China’s energy infrastructure faces, a recent Alibaba article China’s spreading power shortage by province listed out the provinces that are going through shortages (Henan, Hubei, Chongqing, Zhejiang, Shandong, Shanxi, Yunnan, and Guizhou), and by how much (5-20% short), and it is clear that something [...]

This was posted under category: Uncategorized

Would You Short China?

Monday, January 18, 2010 5:43 12 Comments

One of the more interesting discussions I had last week was surrounding how one (a firm or an individual) could position themselves against China in the markets. That, if one believed, China’s economy was in a bubble – and that the bubble was going to pop – how would one position themselves favorably. It was [...]

This was posted under category: From the Factory Floor, Invest in China, The Big Picture, Uncategorized Tags: , ,