All Roads Lead to China: Business News, Analysis, and Insights from China

Last week, we saw the best turnout yet with 8 people representing VC, law, academia, IT, and finance for our 3 hour discussion on China’s water problems. Considered a boring topic by many, it is probably going to be one of China’s (dare I say the worlds) biggest problems going forward.. and as such, importance […]

Yesterday, my post Senior Economists: China to Surpass by 2025 – Me: HOW? looked at the fact that China would need to overcome some large raw material barriers to maintain a level of growth that would propel the economy past the U.S.’s. With oil going about 105 USD per barrel this week though, I think […]

I am a big believer in China.  BIG…. but, even I have my limits. Last week while attending a discussion at Three on the Bund, Economist Jeffrey Sachs said that China’s GDP would pass the United States by 2030.  According to him, that would mean that China (currently about the same size as Germay) would […]

For the last few months, I have been bringing some of China’s finest together to discuss topics like inflation and energy. The goal is simple, and the results have been very interesting. Where we are having a hard time really is in keeping up. Our January discussion was on inflation, just as the energy law […]

With snow storms reeking havoc on China’s power grids a few week back, it was clear that we needed to hold a session on energy, and as I mentioned in my post last week… we had a lot to discuss. For me, this was a situation that was inevitable, and if you were following the […]

Over the last several months, I have been covering what I felt was going to be hard times for energy, and what that would mean for manufacturers operating in the area. My most timely piece in this was the post entitled People May Think I am Overreacting…. (a follow up to Why China’s Recent Drought […]

A few days prior to our last meeting (see: Inflation: What if, What Else, & What Are the Odds – Results), the news of snow storms knocking out power across China began rolling in, and through my post China’s Power Crisis. What is Happening. What the Impact Is/ Could be. And What You Should Do […]

This is a story that has been building for a while, and it is something that I have been covering on a few different posts, but given the fluid situation I thought I should bring it all together under a new post. First, what is known at this point. (updated Feb 3) As of the […]