王石与中国万科的故事(第一部分)

已下内容节选自我们的新书《一小时读懂中国》,目前2017新版有售。 “中国万科是一家房地产公司,西方国家无一家房地产公司可与其媲美。其收益超过美国四大房地产开发商收益之和。它所建的公寓数量,在历史上没有一家公司可与其相抗衡。万科的创始人——王石,是全球最大的房地产开发商。对数百万奋斗中的中国人而言,王石决定着他们人生中的重要时刻——购买自己的第一个家。

At Home And Abroad, Chinese Companies Can Beat You Fair And Square

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

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。

The Awesome Story of David Stern and the NBA in China (Pt 1 of 3)

The following is an excerpt from our book, the One Hour China Consumer Book. It is our best explanation for how the NBA has been so hugely successful in China. “This story begins in 1978-9 with two events. First, Abe Pollin, owner of the then champion Washington Bullets, received an invitation from Deng Xiaoping to […]

China Needs Smarter Not Faster Growth

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

Massive Chinese Brainpower Is the Next Really Big Thing

*The following is an excerpt from the One Hour China Book, for which a 2017 version is available here. “There is a great story about Steve Jobs freaking out about six weeks before the first iPhone was released. It was reported by The New York Times and has become part of the folklore of Steve […]

My Favorite Map for Understanding Modern China

The “cluster” map shown above (and below) is originally by McKinsey & Co. I think it really illustrates three important points about modern China. Point 1: China today is a series of clusters, not a continent. China today is not yet an integrated continental economy. You don’t see infrastructure seamlessly connecting each part of the […]