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The Awesome Story of Wang Shi and China Vanke (Part 2 of 2)

*The following is an excerpt from the One Hour China Book, for which a new 2017 version is available here. In Part 1, we laid out the early history of China Vanke founder Wang Shi. Following a string of successful deals in 1980’s boomtown Shenzhen, he made his first entry into real estate in 1988. […]

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The Awesome Story of Wang Shi and China Vanke (Part 1 of 2)

*The following is an excerpt from the One Hour China Book, for which a new 2017 version is available here. “China Vanke is a real estate company that has no equivalent in the West. The company’s revenues are greater than the top four American real estate developers combined. It has built more apartments than any […]

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Taco Bell China Is Great – Better Than In The West. But That May Not Be Enough.

So it’s been +6 months since Taco Bell officially returned in China, re-opening in Shanghai approximately nine years after they closed their last China branch in 2008. Their one outlet in Liujiazui is now humming along. And as a long time Taco Bell fanboy, I felt it was high time for a visit. My assessment […]

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China Can Innovate Big Time

*The following is an excerpt from our new One Hour China Contrarian Book (which is available here.). “Jonathan Woetzel (McKinsey & Co, Peking University) and I have written three speed-read China books together. In this latest one, we have put together a collection of our essays that basically make four main contrarian points. These are: […]

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China Needs Smarter Not Faster Growth

*The following is an excerpt from our new One Hour China Contrarian Book (which is available here.). “Jonathan Woetzel (McKinsey & Co, Peking University) and I have written three speed-read China books together. In this latest one, we have put together a collection of our essays that basically make four main contrarian points. These are: […]

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There Is No New Chinese “Sharing Economy”. Didi, Mobike, and Others Are Classic Disruptors (Pt 1).

In the past month, there has been a lot of talk about China’s new “sharing economy”. Articles in the New York Times, Fortune, Bloomberg, and the South China Morning Post have all cited ride-sharing (Didi), bicycle rentals (ofo, Mobike), and the new micro-rental services for batteries, basketballs, and umbrellas as part of a new China […]

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How I Went From Failed Writer to 1M LinkedIn Followers

I recently reached 1M followers on LinkedIn. And this is crazy. Because not that long ago, I was nowhere as a writer. For years, I had published books, written articles, and so on – but nothing had really worked. I was a failed writer, despite over five years of effort. Looking back, it is clear […]

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Will Alibaba, Tencent, or Wanda Win in Chinese Entertainment? (Pt 1 of 2)

Alibaba Pictures and Tencent Pictures are two companies I keep a close eye on. They are very well positioned to win big in Chinese entertainment. And they are making unconventional moves in an industry that is both emerging and being disrupted at the same time. I recently spoke with a colleague at Alibaba Pictures. It […]

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How President Xi and King Salman Can Move China and Saudi Arabia Beyond Oil

Saudi Arabia’s King Salman bin Abdulaziz Al Saud recently had a high profile meeting with Chinese President Xi Jinping in Beijing. Saudi Arabia is aggressively seeking foreign investment to diversify its economy away from oil. So the relationship with China is a high priority for the country. The Xi-Salman meeting produced the usual photos and […]