Posts Tagged ‘economy’

What Would be the Impact if the Chinese Economy Tanked?

Monday, February 3, 2014 10:00 No Comments

One of the most interesting conversations I ever had was over drinks with a European central banker looking to learn about the reach of China. His core questions was “If China imploded, what could be the impact…. “, and for a couple of hours we worked through a few industries. How far their supply chains […]

This was posted under category: Going to Market, The Big Picture Tags: , , , , ,

China’s Economy, Urbanization, and Smog

Sunday, January 27, 2013 13:17 No Comments

[youtube][/youtube] Last week Fons Tuinstra and I spent 30 minutes speaking about the issues that China is facing with smog.  More than an isolated incident that is contained in Beijing, and due to a number of systems that are running inefficiently, the conversation focused less on cleaning up energy supplies or taking cars off the […]

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Know Your China Water Risk

Tuesday, October 2, 2012 9:17 No Comments

An interesting article in the FT highlighting the findings of a report put out by HSBC and China Water Risk called No Water, No Power (download here)  highlighting the risk of water becoming an economic force in the medium term: “We think provincial water caps could force a change in the economic mix since 45% […]

This was posted under category: From the Factory Floor, Going to Market, The Big Picture Tags: , ,

Are China Based Profits Headed Down?

Tuesday, July 31, 2012 9:03 No Comments

Back in 2008/ 9 China made its transition inside many a board room. From manufacturing base to profit center. It was a time that lead to many increasing their investments in Chian, increasing the speed by which they established sales/ retail offices, and according to every American chamber of Commerce survey since it worked. firms […]

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Urban Population 51.27% | Rural Population 48.73%

Thursday, January 19, 2012 18:38 2 Comments

It’s official.  There are now more Chinese who call home in one of China’s urban centers than those who remain on the farm.  It is a process that began in the late 70s with Deng Xiao Ping opening up China’s economy, and according to the McKinsey study “Preparing for China’s Urban Billion” it is a […]

This was posted under category: China Logistics, China's Other Cities, Invest in China, The Big Picture Tags: , ,

What Does 2012 Have in Store for Foreign Business in China?

Tuesday, January 3, 2012 12:12 1 Comment

Will 2011 behind us, and the 2012 campaign election (in the U.S.) and leadership transition (in China) under full steam, I thought it would be a good time to write a post about what I see coming up this year.  It is in part catalyzed by some discussions I have been having with friends, posts […]

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Why Coming in Second Isn’t Always a Bad Thing for China.

Monday, August 23, 2010 20:35 3 Comments

Over the years, there have been more than a few articles on China’s interest, or lacking interest, in developing domestic innovation and IP in the commercial sector, and China’s use of soft power, or failing to use its soft power, to promote the best interests of the state. And while these issues are rarely tied […]

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China’s Graduate Dilemma

Monday, August 9, 2010 21:03 9 Comments

If there was one group that was hit the hardest by the economic downturn was college graduates, and as I have managed to time both of my graduating dates in the middle of bad economic times, I can attest that it sucks to be looking at a bad job market 6 months away from graduation. […]

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