Archive | Politics RSS feed for this section

Encouraging Signs in China’s Sluggish Auto Industry

China’s vehicle sales declined for the 10th month in a row in March and fell by double digits during the first three months of the year. Despite this gloomy performance, however, encouraging signs are providing hope that the worst may be over for China autos. After slowing throughout 2018, China’s economy has responded to recent […]

Read more

The US-China Trade War: How Will It End?

Last Thursday, September 6, the comment period ended for the list of an additional $200 billion of Chinese imports slated for tariffs. Depending upon the recommendation of the United States trade war Representative (USTR), tariffs of 10 or 25 percent are now ready to be imposed on these products. On Friday, President Trump further raised […]

Read more

2017 Predictions: How Did We Do?

Given the importance of the Sino-American relationship, three of the predictions by Managing The Dragon (MTD) for 2017 dealt directly or indirectly with the relationship between the two countries, and two dealt with issues specific to China. In general, MTD did well on the former, and not as well on the latter.

Read more

Tesla, Trump, and China

After nearly quadrupling in 2015, sales of New Energy Vehicles (NEVs), which includes plug-in hybrids (PHEVs) and pure electric vehicles (EVs), surged by 82.2 percent to 337,000 units in China during the first 10 months of 2016. This does not include the 700,000 low-speed electric vehicles which were sold during the same period and which are […]

Read more

The Price Of Fighting Corruption In China

Ever since President Xi Jinping announced his anti-corruption drive in 2013, there has been a steady flow of anecdotal evidence suggesting that fighting corruption in China is having a very real economic impact on the country. Everyone in China was somewhat amused to hear earlier this year that luxury hotels were actively trying to downgrade […]

Read more

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 […]

Read more

Canada Greenlights CNOOC’s Purchase of Nexen

Last Friday, the Canadian government approved China’s biggest overseas energy acquisition, a $15.1 billion takeover of Nexen Inc. (NYSE: “NXY”) by CNOOC Ltd. (NYSE: “CEO”). State-owned CNOOC is China’s largest offshore driller, while Nexen is a Calgary based independent energy company that operates in Canada, the United Kingdom, and the United States, and offshore West […]

Read more

A123: Another Test For China’s U.S. Expansion Plans

The pending auction of the battery business of A123 Systems, Inc. (OTC Markets: “AONEQ”) will present yet another test for the U.S. expansion plans of Chinese companies interested in becoming global players. On October 16, A123, a Massachusetts-based company that designs, develops, manufactures, and sells rechargeable lithium-ion batteries and energy storage systems, filed for bankruptcy […]

Read more

Major Trends in China: The Next 10 Years

As Xi Jinping and Li Keqiang take the reins of power from Hu Jintao and Wen Jiabao, they face many challenges, some so staggering that one wonders how they can ever be addressed. The major themes and trends that will influence the course of China’s economic development over the next ten years will be defined […]

Read more

Opportunities In China: The Next 10 Years

In his keynote speech at the opening of the 18th National Congress of China’s Communist Party, Hu Jintao, the outgoing President of China, set a new target for economic growth, saying that China should double its 2010 GDP and per capita income by 2020. “On the basis of making China’s development much more balanced, coordinated and […]

Read more