Over the last few weeks, I have been spedning a lot of timethings about the risks of China. More specifically the risks that either are not thought through, are thought to be too low to consider, or are believed to be removed by a third party relationship. It is a sitution that, as the interview [...]
A lot of conversation over the last few weeks about what China is for many firms. and what it is not.
It is a conversation that, while recently catalyzed by Google’s announcement that they were looking at pulling the plug, is a conversation that I would say is had on a basis that [...]
Guest Post from John Solomon, Director of enoVate
The fixed gear bike movement has hit the streets of China. Just three years ago, you could count the number of fixed gear bikes here on your fingers (and maybe toes). But spend an afternoon strolling Shanghai’s French Concession, and your sure to see various [...]
This afternoon I was asked by someone why I am involved in CSR and sustainability. It is a question that I seem to asked frequently, but one that I am not sure I ever answer with any measure of clarity as I have worked in a very wide range of issues related to these big [...]
In what may be the biggest sign of the problems that China’s energy infrastructure faces, a recent Alibaba article China’s spreading power shortage by province listed out the provinces that are going through shortages (Henan, Hubei, Chongqing, Zhejiang, Shandong, Shanxi, Yunnan, and Guizhou), and by how much (5-20% short), and it is clear that something [...]
One of the more interesting discussions I had last week was surrounding how one (a firm or an individual) could position themselves against China in the markets. That, if one believed, China’s economy was in a bubble – and that the bubble was going to pop – how would one position themselves favorably.
It was [...]
With the launch of its newest, fastest, and most expensive rail projects, you too can now pass through 20 cities, go over 600 bridges, and pass through 200 tunnels to on your way from Wuhan to Guangzhou to help to create better cooperation between Hubei, Hunan, and Guangdong. … and in about 1/3 of the [...]
When asking for a white Christmas in China, I guess you gotta be careful.. cause you might just get what you ask for. It’s like a blizzard outside .. hard to see.. don’t advise anyone to go outside.. yet, as it is smog and not snow, it just isn’t the same.
In what might be the regulation that slipped through the traditional media wires, Jay Boyle of EXPAT CFO just forwarded me a potential bombshell of a regulation where China will look to tax all those offshore transactions that investors have come to rely upon when setting up their China vehicles.
… and it went into effect [...]
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