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The Ongoing Battle With Huawei

In June, the U.S. Federal Communications Commission (“FCC”) officially designated China’s Huawei as a national security threat.  As shown by my recent interview on The Point, a popular current affairs programs on the China Global Television Network (“CGTN”), China and the United States look at the FCC action very differently. Chinese observers look upon the […]

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Global Trade Talk: Reconfiguring US-China Supply Chains for a Post-Coronavirus World

This article appeared in the recent edition of Global Trade Magazine. Global Trade is considered to be “The Authority For US Companies Doing Business Globally.” In my interview with Keith Rabin of KWR International, Inc., I discuss a wide range of issues, including China’s role in the global economy, the history and future prospects for […]

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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: 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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China Shifts Subsidies for Electric Vehicles

China is the clear global leader in the production and sales of electric vehicles (“EVs”). Last year, 770,000 EVs were manufactured and sold in the country, a 53 percent increase over 2016 and almost four times the number sold in the United States. With EVs still at a cost disadvantage to vehicles made with traditional […]

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BYD Bears The Brunt of China’s New EV Playbook

Fueled by large consumer and manufacturer subsidies, China has emerged as the global leader in electric vehicles (EVs) by a wide margin. Recognizing the importance of reducing air pollution in its densely populated cities, China began heavily subsidizing the manufacture of electric buses in 2010. At the same time, the Chinese government has been offering […]

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Automakers Respond To China’s Changing EV Rules

Last September, China announced that automakers selling more than 30,000 vehicles annually in the country would be required to produce fleets with a corporate average fuel economy of 42 miles per gallon (“mpg”) by 2020, and 54.5 mpg by 2025. The combination of credits and disincentives in the new regulations are designed to improve the fuel […]

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China Autos: 2017 In Review

After nearly 15 years of remarkable growth, China’s auto industry began to transition in 2017 from its high growth phase to a maturity phase of development where growth is likely to be steady but much slower in percentage terms. From 2002 to 2016, annual sales of trucks, buses and passenger cars in China grew at […]

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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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