Winter Is Coming, Bet on China Pork
We expect pork prices in China to surge > 10% YoY in parts of 2017 due to low inventory levels in China and expected low global surplus. As...
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Marketnomix Insight: China
Industrial production in China appears to be stabilizing above the 6.0% level Impact of the economic and political policies of the incoming US...
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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...
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Change in Consumer Lifestyles in Asia Pacific Triggers Volume in Robotic Vacuum Cleaners (Part 1)
Change in Consumer Lifestyles in Asia Pacific Triggers Volume in Robotic Vacuum Cleaners (Part 1)Over 2016-2021, China is still expected to be a...
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Silk Roads Part 2: Big (Emerging Market) OBOR Investors
In the first piece of the series Silk Roads Part I: Background we outlined briefly the drivers behind China's "One Belt One Road" initiative which...
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