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What To Do When You Fail in China (Pt 2): Ford vs. Fiat

In Part 1 (article here), I wrote about how both Carlsberg and Danone encountered setbacks in China. And then how Carlsberg, in particular, came back and succeeded. In this article, I have two more examples of “what to do when things go wrong in China”. This time in automotive. I think the story of Ford […]

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How Investment Bankers Can Save Chinese Hospitals

Hospitals are the great exception to the China success story. The private ones are mostly small and appropriately distrusted. The public ones are usually like time traveling back to 1980. While more trusted in terms of actual care, they are operational chaos. And despite lots of recent hype and hope, neither appear to be going […]

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The 5 Weirdest Menu Items at Pizza Hut China

I eat at Pizza Hut in Beijing all the time. Partly cause it’s close to campus and partly because the brutality of Chinese restaurant competition is fun to keep an eye on. Chinese restaurants are developing economy hyper-competition. They fight for good locations. They fight for managers and a cool look (plus continual renovations). The […]

Disney’s Beauty & the Beast Saga is About China & Malaysia – But Also About Emerging LGBT Asia

Disney’s Beauty and the Beast indefinite delay in Malaysia, due to its “exclusively gay moment”, has been lifted. Disney refused to release the movie in the country without it and Malaysia caved. Meanwhile, the movie has opened huge in China, with 100,000 reported screenings on its opening night. This constituted 43% of China’s screenings that […]

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My Favorite China Articles for January 2017

Greetings from Peking University in Beijing. I send out a monthly reading list with the best China articles (and books) I have come across. If you would like to be on this list, you can sign up at www.jeffreytowson.com. Also, if you come across any really great articles, please send them to me. Here’s my […]

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How Tmall Became a Midwife for Chinese Cross-Border M&A

In recent years, Taobao, Tmall and other online shopping sites have created a new way for Chinese consumers to buy foreign goods directly online. This new sales channel, commonly known as haitao, has, unsurprisingly, produced a surge in purchases of vitamins, milk powder and other products Chinese have already been buying on trips overseas. What […]

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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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The New Ownership of McDonalds China Should Scare KFC China (i.e., Yum!)

So McDonalds China has been 80% sold (franchised really) to the Carlyle Group, Citic Capital and Citic Group. This sale has been compared with the spin-off of Yum! China (i.e., KFC and Pizza Hut). But there is a big difference in ownership between the two. And my take is this should scare Yum! China. Here’s […]

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What Airbnb Should Do Differently Than Uber in China

In the previous article (you can read here), I laid out some basic theory for how platform businesses compete. Based on this thinking, I think Airbnb should do 6 things differently than Uber in China.: #1: Airbnb will need to crack the code for Chinese home-sharing. Unlike in ride-sharing and taxi-hailing, the right services and […]