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The Biggest Problems for Yum! China (KFC, Pizza Hut) Going Forward

Yum! China has now been spun off. And being a separate company should naturally fix many of its problems. But going forward, there are three things that still really concern me. #1 – There is no free lunch in the China restaurant business. How well you did in the past just doesn’t count for that […]

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There Is No New Chinese “Sharing Economy”. Didi, Mobike, and Others Are Classic Disruptors (Pt 1 of 2).

In the past months, 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 A Failed Writer to 1.5M LinkedIn Followers

I recently reached 1.5M 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 […]

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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 […]

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 […]