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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 […]

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My Favorite China Articles for March 2017

Greetings from Peking University in Beijing. It has been an amazing month. Lots of big developments in US-China business. And, in a crazy bit of luck, I ended up talking with Warren Buffett for a couple of hours over lunch – which I have written up in the articles below. Cheers, Jeff – Articles – Grocery […]

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How Alibaba Pictures is Disrupting Chinese Entertainment

Two years into Alibaba’s push into entertainment, its movie arm, Alibaba Pictures, has a growing pipeline of produced and acquired content. It is regularly doing domestic and Hollywood deals in film production, financing and distribution. And it is making unconventional moves in cinema software, online videos, ticketing apps and film crowdfunding. Putting it together, the […]

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I Took 20 Chinese Students to Meet Warren Buffett. Here’s What Happened (Pt. 3 of 4)

In February 2017, I chaperoned 20 business students from Peking University to meet Warren Buffett in Omaha. It turned out to be a once-in-a-lifetime trip, an investment pilgrimage of sorts. In 4 articles, I document what happened and what we learned. I have included a lot of detail, especially on the Berkshire companies we visited […]

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I Took 20 Chinese Students to Meet Warren Buffett. Here’s What Happened (Pt. 2 of 4)

In February 2017, I chaperoned 20 business students from Peking University to meet Warren Buffett in Omaha. It turned out to be a once-in-a-lifetime trip, an investment pilgrimage of sorts. In 4 articles, I document what happened and what we learned. I have included a lot of detail, especially on the Berkshire companies we visited […]

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I Took 20 Chinese Students to Meet Warren Buffett. Here’s What Happened. (Pt. 1 of 4)

In February 2017, I chaperoned 20 business students from Peking University to meet Warren Buffett in Omaha. This was the first group from Peking University to ever meet with Mr. Buffett – and only the second school ever from China. It turned out to be a once-in-a-lifetime trip, an investment pilgrimage of sorts. In the following […]

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Warren Buffett’s Q&A with Peking University on February 17, 2017

On February 17, 2017, I took 20 Peking University students to Omaha to spend a day at Berkshire Hathaway. The trip included 3 company visits, a 2.5 hour Q&A with Warren Buffett, and then a steak lunch with him. I’ve written up the whole experience and have posted it. This was his first meeting with Peking […]

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7 Things I Learned from Lunch with Warren Buffett

In February, I took twenty Peking University students to Omaha to spend a day at Berkshire Hathaway. The trip included 3 company visits, a 2.5 hour Q&A with Warren Buffett, and then a steak lunch sitting with him. I’ve written up the whole experience (see below). The Q&A is located here and below. But there were […]

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My Visit to Oriental DreamWorks – And Why Animation and Creativity is Booming in China

Of the 19 million students in Chinese universities in 2009, over 1 million were studying art and design. Think about that number for a moment. One million students studying painting, design and other creative arts. That is larger than the student populations studying chemistry, law, or economics. Fast forward to today, these students have entered the workforce and […]