Managing The Dragon - Distribution: Specialty Retailers Come To China
In “Distribution, China’s Next Big Opportunity,” I described why I believe the area of wholesale and retail distribution represents one of the next big opportunities in China. In short, provisions...
View ArticleManaging The Dragon » Blog Archive » Inflation: The End to China’s Cost/Price...
Until this year when inflation finally became a factor, the rapidly rising price levels that typically accompany high-growth economies have been notably missing from China’s economic picture. It is...
View ArticleManaging The Dragon » Blog Archive » Private Equity With Chinese...
Part 2 of this series on Private Equity in China, posted on November 3, described how a newly-created Chinese private equity firm, majority-owned by a large state-owned bank, had raised funds from...
View ArticleManaging The Dragon » Blog Archive » The Bear Comes to China
In November, 2007, the stock market bear, all too familiar to international capital markets, made one of its infrequent visits to China. In Shanghai, the market ended the month the way it began–in...
View ArticleManaging The Dragon » Blog Archive » Danone/Wahaha: Divine Intervention (Part 6)
For some time now, I have been searching the news for an update on the dispute between Groupe Danone, the large French food and beverage group, and Wahaha. The latter is one of China’s most famous...
View ArticleManaging The Dragon » Blog Archive » Gas Lines in China: “Déjà vu All Over...
As we drove through Jiangsu Province the other day, passing endless lines of truck drivers waiting patiently at service stations for their ration of diesel, I couldn’t help but think of Albert...
View ArticleManaging The Dragon » Blog Archive » Trucks in China Remain a Purely Local...
The long approval process for foreign investments and the China stock market have struck again, foiling yet another foreign investor with ambitious plans to enter the China market. This time, the...
View ArticleMotorcycles: Asia’s Model T
According to Douglas Brinkley, who wrote Wheels for the World on the occasion of the 100th year anniversary of the Ford Motor Company, “Ford’s reasonably priced and well made assembly-line Model T...
View Article
