invest in china
Shanghai’s Real Estate Market is IMPLODING FAST
This article was aggregated from All Roads Lead To China
3 years ago, you could not enjoy a meal without the topic of real estate coming up. Prices were soaring, flats were flipping, agencies were popping up everywhere, and everyone had a “tip”.
Now though, there seems no end to the news related to the real estate market, and even as I have done my best [...]
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When the Global Economy is Not Okay For Your Chinese Partner (update)
This article was aggregated from All Roads Lead To China
A quick update to my article last month When the Global Economy is Not Okay For Your Chinese Partner.
FedEx ultimately decided on December 18, 12 days after Okay suspended its passenger service, to pull their traffic off Okay, and that has put Okay’s business in a precarious position:
Consequently, Okay Airways lost a steady moneymaker, the [...]
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Hon Hai’s Way Forward in China - Lessons for Others?
This article was aggregated from All Roads Lead To China
One of the firms I have always viewed as a success of China was Hon Hai - a.k.a. Foxconn
I initially profiled it in the post Foxconn: Behind the Scenes following the WSJ article The Forbidden City of Terry Gou , but through other posts like iPhone: Made In Shenzhen, Assembled by Foxconn and IP Protection [...]
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China’s SOE Are Between A Recession and a Union
This article was aggregated from All Roads Lead To China
In a free market economy (let’s assume that really exists), having the flexibility to make decisions based on the needs of the firm are important. Particularly in an economic downturn.
Unless you are a state owned enterprise and you are told otherwise.
Shanghai Daily articles Chinese SOEs see double-digit decline in profits in 1st 11 months and [...]
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Don’t Worry About China’s Exports. Worry About FDI
This article was aggregated from All Roads Lead To China
The last week has confirmed a number of the fears I had when first looking at the global economic ripples that China was exposed to.
It was abundantly clear early on that consumers in the west were going to tighten up and that this would filter back to China through exports at some point. Confirmed yesterday, [...]
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Is China’s Airline Industry Bankrupt?
This article was aggregated from All Roads Lead To China
In the true fashion of industrial clusters swirling the economic toilet bowl, the last few days have brought to light a lot of bad news for China’s airlines.
Hammered by the last 18 months of record gas prices, which were coupled with cut throat competition, and matched by a lot of price freezes that only exacerbated [...]
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Lessons From KKR - Mengniu Deal. Don’t Drink the Milk
This article was aggregated from All Roads Lead To China
With nearly 2 months behind us since the news of China’s milk scandal hit the news, KKR looks like they are ready to put on their hit boots and jump into the middle of a huge deal for Mengniu, China’s largest dairy.
Long skeptical of the dairy industry in China (it was only 5 years ago [...]
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Jones Lange LaSalle Property Market Monitor for China is Eye Opening
This article was aggregated from All Roads Lead To China
Historically when reading through the various real estate firm reports, the news was all good.
Geared for landlords and investors, the news of rental rates on the rise, occupancy rates on the rise, and new supply having little impact on pricing (there were just so many entrants coming into the market).
However, things have taken a different [...]
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