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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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Tackling Air Pollution In China

As reported in news media around the world, air pollution in Beijing reached hazardous levels earlier this week. According to one report: “Schools in the Chinese capital kept students indoors and parents brought their kids to hospitals with breathing ailments Tuesday as Beijing grappled with extremely severe air pollution for the fifth straight day … […]

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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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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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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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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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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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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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