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New on Managing The Dragon: Podcasts Featuring MTD’s Jack Perkowski

Managing The Dragon is very pleased to begin presenting podcasts, featuring MTD‘s Jack Perkowski discussing important businesses issues of the day, in shows produced either by MTD or when Jack appears on other popular podcasts or radio shows. In this first installment, Jack talks with Wade Taylor, host of wsRadio.com‘s “China America Business and Lifestyle Show,” about [...]

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Happy Thanksgiving to Managing The Dragon’s Readers

Having lived in China for the past 20 years, one question I’m frequently asked is: “What about the United States do you miss most?” For my wife and me, the answer to that question is easy—the holidays. On the Fourth of July, Memorial Day, or Labor Day, when everyone in the States is taking a [...]

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Feeding China’s Population

Food — providing enough of it at acceptable levels of quality and at an affordable cost is shaping up to be one of China’s most challenging problems. Lax quality control, production shortcuts, urbanization and rising consumer spending are all combining to turn the spotlight on China’s food supply chain, creating problems, but also opportunities, for [...]

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Private Equity In China: Too Much Money, Too Few Deals

Private Equity In China: Too Much Money, Too Few Deals

When I was in the auto business, the statistics published by the Chinese government said that there were approximately 2,500 components companies in the country. Those of us in the industry, though, knew that this number only counted the firms that were registered with the government and vastly underestimated the number of companies actually making [...]

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Environmentalism Comes to China

Environmentalism Comes to China

Over the weekend, the Xinhua News Agency reported that authorities in eastern China have cancelled plans to build a waste water pipeline from a paper mill run by Japan’s Oji Paper Co. Ltd. (“OJIPF”) after thousands of people gathered in Qidong, a coastal city of more than 1 million people across the Yangtze River from [...]

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China Leads the World in Renewable Energy Investment

China Leads the World in Renewable Energy Investment

According to a recently released United Nations report, global investment in renewable energy reached a record $257 billion in 2011, a 17 percent increase from the amount invested in 2010. Globally, renewable energy covers approximately 16.7 percent of energy consumption. Of this share, modern technologies such as solar and wind accounted for just 8.2 percent, [...]

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Why Nexen is Different: The Politics of Supply

Why Nexen is Different: The Politics of Supply

Earlier this week, CNOOC Ltd. (NYSE:CEO), China’s largest offshore oil and natural gas explorer, announced that it had agreed to pay $15.1 billion in cash to acquire Canada’s Nexen Inc. (NYSE:NXY) in the biggest overseas takeover by a Chinese company. The price tag that CNOOC put on Nexen represented a 61 percent premium over the [...]

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What You May Not Know About China

What You May Not Know About China

I’m not a trained economist, so when I want to understand what is really happening in China’s economy, I always turn to others who are. My “go to” guy in this regard, by a wide margin, is Andy Rothman, China Macro Strategist for CLSA Asia-Pacific Markets. I have known Andy for a long time. He [...]

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China’s Second Half Looks Up

China’s Second Half Looks Up

As expected, China reported on Friday that GDP growth in its second quarter slowed to 7.6 percent, just slightly above the government’s full year target of 7.5 percent. Second-quarter growth was the weakest it’s been since the 6.6 percent rate that was registered during the depths of the global financial crisis at the start of [...]

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To The Media: The China Glass is Half Empty

To The Media: The China Glass is Half Empty

On Wednesday, the China Automobile Manufacturers Association, a government-sanctioned industry group, announced that China’s vehicle makers sold 1.58 million cars, trucks and buses in June, a 9 percent increase from June of 2011. For the first six months of this year, China’s vehicle sales totaled 9.6 million. Any way you look at it, these are [...]

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