Get Ready for Beijing, the +100M Person Mega-City

The population of the Beijing-Tianjin-Hebei cluster (also called “Jing-Jin-Ji”) will be +100M people. That’s pretty fascinating. Some thoughts on where we are and what’s coming next. The economics of Beijing as a mega-city are already fantastic. The economic output is already over 10% of China’s GDP. So this mega-city is already a big deal in […]

Why Chinese Moms Are Probably the World’s Most Important Consumers

The big China consumer stories of the past years have included a vaccine scandal, food contamination scares, surging overseas home buying, and continued rising consumption by urban families. These stories, in reality, are mostly about Chinese women as an ascending consumer class. More specifically, they are about Chinese moms, who are quickly becoming the most […]

Apple’s Achilles’ Heel in China is Rapidly Improving Local Apps and Services (i.e. WeChat)

Apple’s success in China has been spectacular. Truly outstanding. But while the “Apple in China” story is usually told in terms of the rise (and now leveling off) of iPhone sales, it has also been just as big a success in terms of brand building. Apple today is known and loved by China’s increasingly wealthy […]

Pacific Prime CEO Neil Raymond on What’s Next for Health Insurance in China / Asia

Pacific Prime is one of Asia’s top brokers of international health insurance products, especially for expatriates. Founded by Neil Raymond in 2000 and based in Hong Kong, they have a particularly good view into the current changes in health (and other) insurance in China and Asia. And as I am someone who has been working […]

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 […]

What to Do When You Fail in China (Pt 1): Danone vs. Carlsberg Beer

The Chinese market is difficult and failure is common. This is true for both domestic and foreign companies. But the country is also huge and there is almost always another opportunity available. The brutality of the Chinese market is compensated for by its breadth. French food company Danone and Danish brewer Carlsberg Group provide good […]