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 […]

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What Airbnb Should Do Differently Than Uber in China

This is really Part 2 in a series of articles of how Chinese and Western platform businesses are increasingly competing. In Part 1, I laid out some basic theory for this (you can read here). Based on this thinking, I think Airbnb should do 6 things differently than Uber in China.: #1: Airbnb will need […]

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? […]

How Oriental DreamWorks and “Creative China” Are Disrupting Hollywood.

China is inching closer to becoming the world’s largest entertainment market and Hollywood studios are struggling to adapt. Cameos by Chinese film stars are jammed, often nonsensically, into Western movies. Studio executives are flying in to meet with cash-rich Chinese moguls. And praise for China in Hollywood films has become commonplace. This is often described as self-censorship. I tend to […]