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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.

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Where Have All The Start-Ups Gone?

When Google announced in May 2014 that it planned to build driverless cars, two of the largest industries in the world — the internet and the auto — began to converge. Even when Apple, the other American internet giant, followed with its own plans to build cars, the reaction was somewhat measured in the U.S. […]

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Vehicle Sales in China: First Nine Months of 2017

For the first nine months of 2017, total sales of trucks, buses, and passenger cars in China were up 4.5 percent to 20.2 million units, close to the 5 percent increase that most auto analysts are predicting for the full year. China is on track to be the world’s largest car market for the eighth consecutive year.

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China’s New EV Rules

The United Kingdom and France have announced that sales of gasoline and diesel vehicles will no longer be allowed in their countries by 2040, and the Indian government has indicated its intention to only allow electric vehicles (“EVs”) to be sold in India by 2030. However, China raised the bar yet again for automakers when […]

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How Electric Vehicles Are Changing The Auto Landscape

“If the policymakers and the capital providers are both telling you to do it (i.e. build EVs)…then you’d better get on and just do it.”

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EV Batteries: A $240 Billion Industry in the Making

Even those who consider themselves somewhat knowledgeable about the electric vehicle (“EV”) industry would be hard pressed to name more than a handful of EV battery suppliers.

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Why China Leads the World in Electric Vehicles

In 2016, almost 95 million autos were made and sold globally, nearly all powered by an internal combustion engine (ICE). For the past 100 years, internal combustion engine (ICE) powered vehicles, and readily available oil supplies have dominated autos. The winds of change are blowing, however, and many believe that the $2.0 trillion global auto industry is about to undergo a significant transformation as all-electric vehicles (EVs) begin to replace ICE vehicles.

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Q1 Update: Mixed Results For Vehicle Sales In China

While vehicle sales in January and February are always problematic due to the timing of Spring Festival in China, a number of additional cross currents were at work this year.

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An Inflection Point In The Global Electric Vehicle Industry?

By any definition, the global electric vehicle (EV) industry appears to be at an inflection point. UBS, a large securities firm, believes that significant change is on the way and predicts that a growing global electric vehicle fleet will be disruptive to gasoline demand by 2031.

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