Managing The Dragon

While the Phase One Agreement (the “Agreement”) signed by U.S. President Donald Trump and China’s Vice Premier Liu He on January 15 represented a promising start to the New Year, the outbreak of the coronavirus in Wuhan and surrounding Hubei Province quickly stole the spotlight. Reports of its spread have dominated the news ever since, […]

The trade war between China and the United States that erupted in March, 2018 impacted all things China in 2019.

Last Thursday, the United States and China announced that the two countries had reached agreement on a “phase one” trade deal.

Having lived in China for most of the past 25 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 […]

I was pleased to serve on the show’s panel, which included Hannah Ryder, CEO of Development Reimagined, a consultancy, and Dr. Yutong Li, Head of the Centre for Sustainable Agricultural Mechanization at the United Nations Economic and Social Commission for Asia and the Pacific.

The June 29 truce in the trade war between the United States and China lasted just over one month. Thirty-three days after the presidents of the two countries met in Osaka, Japan and agreed to resume negotiations, President Trump, frustrated by the slow progress of negotiations, announced that the United States would impose a 10 […]

Vehicle sales in China slumped for the 12th consecutive month in June, with unit sales of passenger cars and commercial vehicles declining by 9.6 percent in the month, and 12.4 percent for the first six months of the year. With the exception of electric vehicles (“EVs”), which increased by 80 percent in June and 49.6 percent year to date, all other categories of cars, trucks, and buses registered declines. The continuing, unprecedented — and double-digit — drop in auto sales has industry observers stumped, begging the question: When will it end?

In 2018, JFP Holdings initiated a new line of business — sourcing automotive components from China for sale to the U.S. auto aftermarket and sourcing high quality commercial electric vehicles (“EVs”) from leading Chinese EV manufacturers for sale to American fleet owners. Over the past 20 years, China has become the largest automobile market in […]

Several years ago, Tsinghua University asked me to speak to a group of Citibank execs about negotiating in China. In preparation for that class, I came up with my 10 Rules for Success. The class went over so well that I had the 10 Rules printed on plastic cards, which I now routinely hand out […]

The Trump Administration’s tariff strategy begs the question as to who actually pays for these duties. Does the American consumer pay through higher prices and efficiency losses caused by disruptions in the global supply chain as Liberty Street Economics argues in a recent article?