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China’s Auto Industry: Alive And Well

2015 was a watershed year for China autos, marking an end to 15 years of fast growth that saw vehicle sales increase tenfold, but also bringing to the fore some interesting new opportunities in New Energy Vehicles (“NEVs”), the aftermarket and connectivity. A total of 24.6 million cars, trucks and buses were sold for the […]

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Managing the Dragon’s Predictions for 2016

The Year of the Monkey got off to a rocky start in China, demonstrating once again just how much events in China now impact the rest of the world. In 2016’s first day of trading, shares on the Shanghai Stock Exchange (“SSE”) plunged 7 percent, triggering circuit breakers that cut short the day’s trading session. […]

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Managing the Dragon’s 2015 Predictions: How Did We Do?

To begin with, my prediction that: “The year of the goat may go down as the year of the capital markets in China” was certainly on target. Extreme volatility in the country’s stock market during the year rocked Chinese investors and rattled financial markets throughout the world. Meanwhile, a little-known stock exchange based in Beijing […]

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2015: An Inflection Point in China Automobiles

The years following China’s accession into the World Trade Organization (WTO) in late 2001 have marked an incredible period of growth in China’s auto industry. When China joined WTO at the beginning of this century, vehicle sales were just over two million units. Fifteen years later, the industry is more than 10 times larger, with […]

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China Begins Another Round Of SOE Reform

Earlier this year, Sinopec Group, China’s top oil refiner, announced the sale of a 29.99 percent interest in its retail sales arm to a group of twenty-five investors for RMB 105 billion ($17 billion). While the equity sale was a first of its kind transaction that raised a substantial amount of capital for one of […]

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Watch: Jack Perkowski on China’s Stock Markets

Jack appeared on CCTV America to provide his insight on China’s stock market and economy. Click the video below to hear what he had to say on the recent rises and falls of China’s stock markets, or follow this link.

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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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