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All Roads Lead To China
All Roads Lead to China
Business News, Analysis, and Insights from China



What Do China’s Millennials Want ? (Feb 4)
For a number of years, I had it pretty good.  I had a number of teams that were under me, were stable, and were producing.  It was at a time when a lot of questions were being asked about the post 80s generation in China, but for whatever reason I was immune. But, those days […]


What Would be the Impact if the Chinese Economy Tanked? (Feb 3)
One of the most interesting conversations I ever had was over drinks with a European central banker looking to learn about the reach of China. His core questions was “If China imploded, what could be the impact…. “, and for a couple of hours we worked through a few industries. How far their supply chains […]


The Year of the Horse is here! Bring on the Fireworks! Bring on the SMOG! (Jan 31)
LAst night, while enjoying a hot pot with friends and doing my best to ignore the CCTV New Year extravaganza, I was taking screen shots from my CN Air quality app to see if it would be possible to show the impact of fireworks on China’s air quality. As you can see, over the course […]


Fighting China’s Smog Comes With A Price. (Jan 27)
When the first “Airpocalypse” descended last year, I was asked by a member of the media what could be done to “solve” the crisis. A loaded question no doubt, but in thinking about the fact that China’s economy will double by 2025, and its energy package will need to be 400% of today’s, there was […]


When a Want Turns to a Need, Foreign Companies Compete (Dec 18)
While grading papers last year, I came across the following quote that a student of mine had mined from an interview that I thought summed up the current situation for a number of industries: “We’re willing to offer some opportunities to local companies. Why not? They are cheap. But it will only be limited to […]
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