Managing The Dragon

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 [...]

In case you missed it, my interview with Eyee Hsu on CNTV’s UpClose can be seen by clicking here.

According to a CNBC report: A senior International Monetary Fund official said on Monday that China was taking steps to reduce property bubble risks and said it has room to add fiscal stimulus if conditions worsen. “China can move away from its reliance on external demand and needs to build up domestic demand,” said Anoop [...]

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 [...]

Below is a news item that we sent today to clients and friends of JFP Holdings regarding some of our findings since I started the company two years ago. If you are not on our mailing list and would like to be included on all future mailings, please respond to MTD or to my e-mail [...]

When I went to work on Wall Street in 1973 (Can it really have been that long ago?), the Dow Jones Industrial Average (DJIA) stood at 855. Seven years later, as the United States closed out the 1970s, it had actually declined a bit to 838. With such weak equity markets, of course, raising capital [...]

On Wednesday, March 9, I will participate on a panel discussion on Beyond Beijing regarding the recovery of the U.S. auto industry. On the panel with me will be Walter McManus, Economist at the University of Michigan Transportation Research Institute (UMTRI) and Director of the Automotive Analysis Group and an analyst from JD Power and [...]

Have you pimped up your avatar lately? If you haven’t, you may be missing out. In its report on social media marketing in China, OgilvyOne Worldwide found that 93 percent of users in China listed “pimp up my avatar” as one of their favorite activities when on social networks. According to the survey, pimping one’s [...]

There is no more attractive market for a company that provides goods and services to the power sector than China’s electricity industry. It is big, fast-growing and open to new ways of powering the Chinese economy. Moreover, the Chinese companies that are building out China’s power generation and transmission industry are well positioned to do [...]

Hot on the heels of MTD’s fifth and final prediction that “2011 will be a banner year for cross-border mergers and acquisitions between China and the United States and China and Europe,” Reuters ran a story last Friday describing China’s mixed success in global acquisitions. Xinmao’s decision to drop its 1 billion-euro ($1.3 billion) bid [...]