Tag Archives: China

Negotiating In China: Jack’s 10 Rules For Success

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 […]

Read more

Who Pays For Tariffs?

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?

Read more

Electric Commercial Vehicles in the U.S.

Despite the trade war, JFP Holdings is building a substantial business working with ADOMANI, Inc., a California company, to source electric drive trains, neighborhood electric vehicles, trucks, delivery and passenger vans, and buses from Chinese manufacturers for sale to fleet owners in the United States. China is, by far, the global leader in the manufacture […]

Read more

The U.S.-China Trade War Enters Uncharted Waters

In the five predictions we made for 2019 at the beginning of the year, our first and most important was that the trade war between the United States and China would be successfully resolved by June 30. U.S. President Donald Trump and China’s President Xi Jinping are scheduled to meet at the G20 Summit in […]

Read more

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 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.

Read more

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.

Read more

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: […]

Read more

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 […]

Read more

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), […]

Read more