My 5 Predictions for Chinese Consumers in 2017

In the past 2 years, Chinese consumers have arrived as a global economic force. And this is really just the beginning. We are going to see an increasing impact by these consumers on business going-forward. So here are 5 predictions for Chinese consumers for the coming year: 1. Chinese consumers (particularly millennials) will “hyper-adopt” mobile and O2O […]

The Growing Supply-Demand Gap at the Center of Chinese Healthcare (Part 1 of 2)

Private health insurance is arguably both the biggest and the most vexing opportunity in China today. The need is clear. Increasingly wealthy Chinese consumers are growing increasingly frustrated with the public healthcare system. And still nascent private hospitals are struggling to find larger and more stable revenue flows. But while local and foreign insurers are […]

Welcome to the US-China Platform Wars (Part 1)

In the past year, we have seen increasing collisions between leading Chinese and Western platform businesses. For example: In November, Chinese travel platform Ctrip announced its acquisition of UK-based fight search engine Skyscanner. This is part of a global expansion by Ctrip, which is bringing it (again) into competition with Expedia. Since buying Uber China, […]

Hollywood’s Golden Age In China Is Coming To An End

Hollywood studios have been coming to grips with the fact that China will soon be the world’s largest market for entertainment. Movies increasingly are co-produced by cash-rich Chinese moguls. Chinese stars are cast in supporting roles. Praise for Chinese culture is being randomly stuck into scripts. In some cases, such ploys have paid off: 2015’s “Furious […]

Why Doesn’t Starbucks Have A Serious Competitor in China?

Chinese Wanda is openly challenging Disney. Uber spent $2B fighting with Didi Chuxing. Adidas has been fighting Li-Ning and Anda for decades. And Apple is now struggling against multiple rising Chinese competitors,(Xiaomi, Huawei, Oppo, etc.). One thing you can almost always count on in China: A successful international company will inspire serious domestic competition. So […]

Should You Do Part (or All) of an MBA in China? A Peking Univ Professor’s Opinion.

I’ve just finished up my fifth year of teaching at Peking University’s Guanghua School of Management in Beijing. I’ve now seen thousands of MBAs come and go. Some do a semester or a year. Some do their entire MBA in China. It raises the question: Should you do part (or all) of an MBA in China? […]