Listen to MTD’s New Podcast Series, “Managing The Dragon: Demystifying China”

If you have not already done so, I would encourage you to sign up for our new podcast series, Managing the Dragon: Demystifying China on iTunes or Spotify. As discussed below, we have been adding new podcasts covering topical issues in the country that you will not want to miss.

At the start of this year, I made my five predictions for the New Year, just as I have done for each of the past 10 years. If you happened to miss my article, you may read it in its entirety here.

Given its importance, my first prediction dealt with the ongoing trade discussions between China and the United States. While many have been pessimistic about the outcome of these negotiations, I have been on record saying that the trade war will be successfully resolved and history by June 30. There are still many thorny issues to be addressed, and as Yogi Berra once famously said, “It ain’t over ’til it’s over,” but events appear to be playing out as we thought. As predicted, President Trump has extended the truce deadline, and three of my other predictions are also on track—China’s stock market has responded positively to the favorable trend in trade negotiations; China appears ready to step up purchases of everything from energy to soybeans from the United States; and China’s currency has remained steady at 6.7 yuan to the US dollar.

In order to address these and other issues, we have recorded three new podcasts. To supplement the article, we created a podcast that discusses my predictions for 2019 (Five Predictions for 2019), but also discusses how I fared on my predictions for 2018. We take a deeper dive into the trade war where I discuss the reasons for my optimism in a separate podcast on the subject (Trade War: Predictions). Finally, we review the key developments in China’s auto industry in 2018. For the first time in memory, auto sales declined in China last year. Our third podcast discusses the reasons why 2018 was the worst year on record for China’s automakers, but also underscores industry highlights such as China’s global leadership in electric vehicles and heavy duty trucks and identifies new opportunities in China’s auto aftermarket (2018’s Collapse in China Auto Sales: Review, Prognosis, and Opportunities).

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