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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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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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My Favorite China Articles for April 2017

Hello from Peking University, It has been a whirlwind of meetings and travel this month. I now call visiting three countries in a week a “triple”. There have been some interesting China business events recently, especially the United Airlines incident. Below are my comments on that – and my favorite China articles and books for […]

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5 More Life Lessons from Lunch with Warren Buffett

I have written a lot about my trip with 20 Peking University students to meet Warren Buffett in Omaha. A couple of Buffett’s comments from that Omaha meeting have really stuck with me. They have been rattling around in my head and have made me question how I am living. In this article, I detail […]

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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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Can China’s Bike-Sharing Boom Last?

Bike-sharing has taken off in China far faster than in any other market where it’s been offered. This new model with unexpected and shocking popularity has attracted lots of investment capital and media coverage. The attention has also raised questions about potentially razor-thin margins, wide-spread bike vandalism and theft, and government regulation. Hype, scrutiny and […]