My Visit to Oriental DreamWorks – And Why Animation 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 […]

My 5 Predictions for Chinese Consumers in 2017

In the past 2 years, Chinese consumers have arrived as a global economic force. And this is really just the beginning. We are going to see an increasing impact by these consumers on business going-forward. So here are 5 predictions for Chinese consumers for the coming year: 1. Chinese consumers (particularly millennials) will “hyper-adopt” mobile and O2O […]

How Trump’s Fight with Mexico and NAFTA Could Help China

When it comes to the USA, Chinese and Mexican manufacturers have long been rivals. Both groups export fairly similar types of goods. Both have advantages in lower cost labor. And they are now the No 1 and No 2 exporters to the US. But while Chinese manufacturers have become dominant in most product categories, Mexican manufacturers […]

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 […]

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What Airbnb Should Do Differently Than Uber in China

This is really Part 2 in a series of articles of how Chinese and Western platform businesses are increasingly competing. In Part 1, I laid out some basic theory for this (you can read here). Based on this thinking, I think Airbnb should do 6 things differently than Uber in China.: #1: Airbnb will need […]

Welcome to the US-China Platform Wars (Part 1)

In the past year, we have seen increasing collisions between leading Chinese and Western platform businesses. For example: In November, Chinese travel platform Ctrip announced its acquisition of UK-based fight search engine Skyscanner. This is part of a global expansion by Ctrip, which is bringing it (again) into competition with Expedia. Since buying Uber China, […]