All Roads Lead to China
Business News, Analysis, and Insights from China
Foxconn Moving Direct to Consumer
I remember having conversations years ago about what Foxconn would do going forward, and whether or not they would be happy as the manufacturer to brands. The WSJ article, Amid Margin Squeeze, Foxconn Designs Its Own Fate, puts this question to rest. Recently, the $130-billion-a-year in revenue company has ventured into handset accessories under its […]
Bites of China. Finally a Show Worth Watching!
A couple of weeks back, while riding the G train back from Nanjing, something caught my eye. An advertisement by CCTV for what I believe could be one of the best produced shows China has put together. At first, I had no idea what the advertisement for, but what was clear was that it was […]
What Do China’s Millennials Want ?
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?
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!
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 […]