Great Wall Motor: The Less Talked About "Wey (The Chairman) Brand" Risk
Great Wall presents multiple risks going into 2017. I would like to highlight the major risks first before going into the one that is often...
206 Views
China Business Observations: Why Uber "Failed" And Humans Are a Commodity (Episode 1)
My theory is that Uber failed in China not because its technology is not advanced. Rather, it failed because it entered a saturated market. As an...
263 Views
How Incomes & Demographics Will Drive Traditional Toys/Games Spending Shifts in Key Emerging Markets
Emerging markets, following a slowdown in traditional toy sales due to macroeconomic volatility, are expected to recover through 2020 and once...
403 Views
Developed Markets Compete for Share of Tourist Spend in Run-Up to Festive Luxury Shopping
Few would beg to differ that the festive shopping season is the busiest and most prosperous time of year for luxury retailers, both online and on...
234 Views
Vocational Education in China Will Be the New Sexy
In the higher education space within China, we like educational operators that focus on vocational training programs. Both Minsheng Education (MSE)...
387 Views