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 […]

Shanghai Disneyland is Open. But the Race to Be the “Disney of China” Has Just Begun.

The big party to celebrate Shanghai Disneyland is over. The press has moved on to Brexit and Disney CEO Bob Iger has gone home to Burbank. But Disney’s biggest challenge in China has just begun. The opening of the theme park is the official starter’s pistol in a race to become the “Disney of China”. […]

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 […]