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Chinese Technology Firms Eye Autos

The global automotive market, which has always been one of the most competitive in the world, is likely to become even more crowded in the years ahead. Although the level of technology required to produce the modern car is considerable, many industry analysts refer to passenger cars as mere “differentiated commodities” because the way in [...]

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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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China Leads In Renewable Investment—Again!

China Leads In Renewable Investment—Again!

Every opportunity — and every problem — in China is big! There is no such thing as a small opportunity, or a small problem, in the world’s most populous country. That is certainly true when it comes to environmental and energy issues. With more cars on the road every year and increasing demands for power [...]

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What’s It Like to Buy a Tesla in China?

China figures big in the future plans of Tesla (NASDAQ:TSLA), the Palo Alto, California-based electric car company that has captured the imagination of so many car enthusiasts — and investors. To illustrate how important China is to the company, Veronica Wu, Vice President of Tesla’s China operations, said earlier this year that she expects China [...]

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Can Tesla Outsell Porsche in China?

Over the past few weeks, there have been several announcements regarding the activities of Tesla Motors, Inc. (NasdaqGS:TSLA) in China. In late January, Tesla announced that a version of its Model S, which sells for $81,070 in the United States, would retail for 734,000 yuan ($121,300) in China after shipping costs and import duty and [...]

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China’s Car Sales Surge — Again!

After respectable — but low for China — growth of 7.7 percent in 2012, car sales surged by 21.6 percent during the first quarter of 2013. Even more surprising was the fact that sales of Chinese brands increased even faster than the overall market. Sales by the local car companies increased by 33.6 percent during [...]

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Apple: Another Lesson on What Not to Do in China

Sometimes, too much success in China can create its own set of challenges. Ironically, the very success that Apple Inc. (NasdaqGS: AAPL) has had selling its products to Chinese consumers may be at least part of the reason why the Cupertino, California company found itself at odds with the powers that be in China in [...]

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Hope Springs Eternal: Electric Vehicles in China

Hope springs eternal — and nowhere is it gushing more strongly than with electric vehicle enthusiasts all over the world. In the United States, investors in Tesla Motors, Inc. (NasdaqGS:TSLA), the U.S. maker of electric sports cars, seem to be shrugging off the fact that the company is losing a $100 million a quarter, the [...]

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Behind China’s Rare Earth Controversy

Behind China’s Rare Earth Controversy

On Wednesday in Beijing, the Information Office of the State Council, China’s cabinet, published the country’s first white paper, on China’s rare earth industry. Some of the information in the report caused a stir in the U.S. equity markets. Shares of Molycorp, Inc. (NYSE: MCP), owner of the Mountain Pass rare earth mine in California, [...]

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Innovation and IPR in China, Part I

Innovation and IPR in China, Part I

Innovation and the protection of intellectual property rights (IPR) go hand in hand, and are two topics that come up frequently in discussions about China. Tsinghua University is doing a study on the status of both in China and asked for my comments. Following are my answers to Tsinghua’s first set of questions. Part II [...]

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