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Expectations For The China-US Strategic Economic Dialogue

There will be no shortage of discussion topics at the Seventh China-US Strategic Economic Dialogue (“S&ED”) taking place this week in Washington, DC. Confronting the 2015 edition of the S&ED are major differences of opinions between the world’s two largest economies over territorial disputes in the South China Sea, cybersecurity, the U.S. “Pivot to Asia,” [...]

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Q1 2015: A Watershed For China Autos?

Inevitably, price becomes a major factor in every industry in China. The vast numbers of Chinese whose per capita incomes remain well below what is considered to be middle class puts downward pressure on pricing. At the same time, intense competition among a large universe of local and international players eager to gain their fair [...]

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Tesla Overestimates The China Market

Wanted: Head of China for Tesla, a $25 billion Wall Street darling whose “disruptive technology” provides Chinese auto buyers with an attractive, environmentally friendly product. This position offers the right candidate the opportunity to develop Tesla’s business in the China market, the size of which is expected to rival that of the United States in [...]

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Managing The Dragon’s China Predictions For 2015

The year of the goat may go down as the year of the capital markets in China. In the closing months of 2014, China announced two major reforms that promise to have a far-reaching impact on the deployment of capital flows in and out of the country. As a result, three of my predictions this [...]

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Electric Cars: A Review of 2014

Electric Cars: A Review of 2014

Every year, approximately 88 million trucks, buses and passenger cars are produced worldwide. While the vast majority of these vehicles are powered by an internal combustion engine, the power source of choice for autos for the past 100 years, there has been much speculation about the role that electric vehicles might play over the next [...]

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Health Care: A Trillion Dollar Industry In The Making

How many times is a trillion dollar industry created? Not very often. After all, a trillion of anything is a very large number. To put it in perspective, only the largest 15 countries in the world had a Gross Domestic Product greater than $1 trillion in 2013. However, no less an authority than McKinsey & [...]

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China’s Anti-Monopoly Drive In Auto Parts

Over the past year, China has launched anti-monopoly drives in sectors as diverse as pharmaceuticals, baby formula, technology — and now auto parts — arguing that many foreign companies have been using anti-monopolistic practices to over-charge their Chinese customers. China’s National Development Reform Commission (“NDRC”), one of several Chinese government bodies that investigates monopoly actions, [...]

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China’s Growing Food Problem/Opportunity

Feeding China’s population of 1.3 billion people is a difficult task even under the best of circumstances. Securing enough food for its people, however, will be even more difficult for China in the years ahead due to a number of factors, including increased competition from a growing global population, the reduction of the country’s agricultural [...]

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The ‘Ownership Scare’ In China’s Auto Supply Industry

The automotive supply industry has been one of the most unregulated industries in China, with the industry becoming progressively less regulated over the past 20 years. While there are increasing regulations regarding emissions, safety, warranties and other areas that impact suppliers, ownership and other corporate governance rules have been among the most liberal in the [...]

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China Auto Update: 2014 First Half

Despite a slowing economy, China’s auto industry sales were strong during the first six months of the year. Passenger car sales registered a double-digit increase of 11 percent to 9.6 million units during the period as consumers continued to flock to dealer showrooms. The slowing economy did have an impact on the commercial vehicle market, [...]

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