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One Graphic Shows the Power of China Bike-Sharing (Mobike, Ofo)

Below and above is a graphic that shows the growth of bike trips taken vs. bikes deployed in a Chinese city of 8M people. The data was provided by Mobike but the exact city is not specified. Note how usage grows fairly linearly – and is proportional to the number of bikes deployed. I think […]

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Major League Baseball (MLB) Is Copying the NBA in China – And It Might Work.

These are boom times for sports in China. An increased national focus on health and fitness is coinciding with a big increase in entertainment consumption. And the State Council has set a goal of making the sports industry a 5 trillion yuan ($750 billion) sector by 2025. So stadiums and fields are being built, European […]

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青岛等中国国有啤酒厂家是如何击败百威英博和南非米勒两大巨头的(第一部分)

中国的啤酒市场似乎与世界其他地区的啤酒市场一样,由几家大型啤酒公司占领着一系列的区域市场。 但请看下表,你会注意到中国啤酒市场与世界其他地区的市场有一个明显的区别:占据啤酒市场主体的巨头(青岛、燕京和华润雪花啤酒)都是国有企业。

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麦当劳中国“卖身”或将惊动肯德基(百胜中国)

麦当劳中国将80%的股权(确实在推广特许经营)出售给凯雷集团、中信资本和中信集团。这让人联想起百胜中国(肯德基和必胜客的在华业务)近期的业务剥离。 我认为麦当劳此举或将惊动百胜中国。原因如下:

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败走中国后应该做什么(第二部分):福特与菲亚特之对比

之前,我探讨了嘉士伯和达能如何在中国遭遇最初的失败,以及嘉士伯如何卷土重来大获成功。这也证明在中国,一时的失败不一定是永久的。 本文将用另外两个例子说明“败走中国后应该做什么”。这次是关于汽车企业的。我认为,福特在中国的发展故事相当具有启发性。但是,首先让我们将目光投向菲亚特,它的经历更具警示作用。

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Yes, Chinese Consumer Are Rising. But They Are Changing Even Faster.

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

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败走中国后应该做什么(第一部分):达能与嘉士伯之对比

在中国,一时的失败不一定是永久的。 确实,打开市场困难重重,失败在所难免。对本土企业和外国企业而言都是如此。但是,中国之大,几乎总有翻身的机会。虽然竞争残酷,但是中国市场广阔,弥补了这一劣势。

hollywood

好莱坞在中国的黄金时代即将落幕

中国很快将成为世界上最大的娱乐业市场,这是好莱坞电影公司一直要努力面对的事实。越来越多电影由中国的有钱人担任共同制片,越来越多的中国明星在电影中担任配角,对中国文化的赞誉似乎被随意地写入剧本。有时候,这些付出是值得的。以2015年上映的《速度与激情7》为例,其中国票房总收入(3.9亿美元)甚至超过了美国票房总收入(3.53亿美元)