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 […]

Uber Shows How to Win in China

Uber Technologies Inc.’s sale of its China business to local rival Didi Chuxing has sparked confusion about whether it had won in the Chinese ride-sharing market or simply surrendered. The numbers speak for themselves. Uber invested 18 months and about $2 billion in China. They walked away with 17% of Didi, and therefore 17% of […]


Three Forces Will Determine Disney’s Fate in China

One of the big stories of 2016 was the opening of Shanghai Disneyland, which went off without a hitch (well, except for the rain). Looking back, I mark the opening as the firing of the starter’s pistol in the race to become the “Disney of China”. In many other industries, the winner in China is […]

How to Save Uber in China (part 1)

The situation for Uber in China is now dire. They are still quite small (+10 cities). Kuaidi and Didi, their two gigantic Chinese competitors, are merging (+350 cities) The government is now raiding / “visiting” Uber’s offices on almost a weekly basis. Uber is now in the situation you never want to be in in […]