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Managing The Dragon’s 2020 Predictions

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, […]

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2019 Predictions: How Did We Do?

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

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Perspective on US-China Trade War Resolution, Phase One

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

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The Road Ahead For China’s Automobile Industry

For the first time in memory, China’s unit vehicle sales declined in 2018, registering a 2.8 percent year over year decline.

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Apple’s Problem: China’s Economy or Loss of Market Share?

At the end of the first day of trading in the New Year, Apple announced that it was cutting its revenue guidance. Tim Cook, Apple’s CEO, blamed a slowing Chinese economy and the impact of the trade war between the United States and China for the reduced guidance. In a letter to investors, Cook said: […]

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2018 Predictions: How Did We Do?

Despite the volatility of 2018, Managing The Dragon (MTD) fared pretty well on its predictions for the year. Of the five predictions made on January 23, four — growth in China’s exports to the United States; the pace of overseas acquisitions by Chinese companies; tensions on the Korean Peninsula and sales of New Energy Vehicles (NEVs ) — played out more or less as MTD predicted.

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The Trade War Truce — Who Benefits?

The answer might surprise you. Two of Germany’s largest car makers stand to be immediate beneficiaries of a reduction in trade tensions between the United States and China. Currently, the United States exports more cars to China than China exports to the United States, and BMW AG and Daimler AG lead the way with their […]

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2018: A Transition Year for China Autos?

2018 may be shaping up to be a transition year for China automobiles. It may be the year that marks the end of the industry’s nearly 20-year growth phase, and the beginning of a mature phase where vehicle sales grow in line with overall economic factors. According to the China Association of Automobile Manufacturers (CAAM), […]

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The Future of Auto JVs in China

In June, China’s National Development and Reform Commission (NDRC) and its Ministry of Commerce (MOC) announced that, as of July 28, the country’s “Negative List” of industries where foreign ownership is prohibited or restricted would be reduced from 63 to 48. Despite the fact that China formally opened to the outside world in 1978, foreign investors and […]

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China’s Heavy-Duty Truck Market

In what is turning out to be a very difficult year for China’s motor vehicle industry, one bright spot is the country’s truck industry.

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