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China Issues: Monthly Commentary Archive

 

2010
Urbanization in China May/June - Urbanization in China – Another 280 million people by 2030
One of the most important forces to shape the future global economy is China’s plans to shift 280 million people to urban cities within the next 20 years, creating huge pools of potential new customers in China.
January - Is the China Game Getting Tougher? January - Is the China Game Getting Tougher?
Despite resilient cross-border investment numbers in 2009, a storyline has emerged in the Western press that suggests the game is getting tougher in China. There may be multiple ways of looking at things, however, and ultimately securing sustainable leverage, both internal and external, is essential to get where you want to go in China
2009
November/December - 2010 – Engaging China’s Five-Year Planning Cycle November/December - 2010 – Engaging China’s Five-Year Planning Cycle
While China’s 12th Five Year Plan is unquestionably important to gaining a sense of where China may be headed, the question is whether there is any value in U.S. executives tuning into the process. Our preliminary conclusion is that the planning process may now be more open to engagement by U.S. investors than ever before.
Asian Doors October - Chinese Outbound Investment – Now a Headline Story
2009 marks the 30th anniversary of China opening its doors to foreign investors, but the global community is coming to recognize the increasing number of Chinese investors walking through to overseas markets themselves. U.S. executives must carefully consider their response in order to emerge as competitive players in the “reset economy.”
Rice Image September - Partnering with Chinese Provinces – Why the Timing is Right
As provincial governments in China compete for central-level approval (and funding) for their stimulus-related projects, the timing may be right for foreign investors to engage provincial officials in a discussion about how closer collaboration can yield benefits for both sides.
Plug July/August - From Green Collaboration to Sustainable Shareholder Value
Stimulus spending is set to accelerate the emergence of U.S. and China as dominant players in the global clean tech and renewable energy markets. Companies are responding by teaming to pursue green opportunities in both markets simultaneously, setting new precedents worth exploring by executives across many industrial sectors.
US Currency June - “Buy Chinese” – New Policy or New Context?
Reports of a new “Buy Chinese” policy, echoing the “Buy American” clause of the U.S. stimulus package, are stoking fears that China intends to curtail foreign participation in its unfolding stimulus plan. Read the June commentary to see why U.S. investors may want to refrain from jumping to conclusions just yet
April - The Changing Face of Competition – China's Plans for Industry Revitalization
The industry revitalization plans recently announced by China's State Council offer important insight into how the competitive landscape may evolve in China for years to come. Explore the implications for your business.
March - The Quest for Scale
The quest to achieve scale in China has become a central issue for foreign investors, especially as generating local sales takes over from exports as the primary motive for investment. Explore this issue to determine whether you have achieved and can maintain the appropriate scale in the world's fastest-growing market.
February - Partnering With Provincial Governments
China's provincial governments are emerging on the radar screens of foreign investors as prospective strategic partners. Learn about the key roles provincial-level governments play in shaping the future of the Chinese industry and how executives can make the most of this opportunity.
   January - Creating China Value Beyond Greenfield and M&A
The global business community is facing the most difficult economic climate in a generation. See how firms can keep pace in China through different forms of innovative collaboration, especially at a time when mergers and acquisitions (M&A) and greenfield investments are not viable options.
2008
November - A Balanced Approach: China's Economic Stimulus Plan
Since China’s State Council announced plans for a two-year, US$586 billion economic stimulus package, much attention has been focused on the plan’s short-term measures. Find out how this plan affects China's long-standing efforts to rebalance the economy and social stability.
October - China’s Economic Slowdown – How to Respond October - China’s Economic Slowdown: How to Respond
Outlining a China strategy can be critical for U.S. executives seeking to create and protect shareholder value during the global economic crisis. Review the facts related to China’s economic slowdown and how companies can reassess China’s relative role in their strategy.
What's the Real Value of Experience in China? September - What's the Real Value of Experience in China?
What is the true value of past market experience when making new investments in China? Read about why past experiences may not mean as much as you might think when it comes to managing investment risk in China.
China’s Industrial Investment Funds July/August - China’s Industrial Investment Funds: New Partners in the Marketplace?
In late July 2008, the National Development and Reform Commission (NDRC) announced that it is forming a working group to draft new regulatory guidelines for industrial investment funds (IIFs). See how foreign investors might benefit from IIFs in the future.


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View our China Issues: M&A Series, which looks at the five key questions potential buyers will need to ask themselves if they are to create value in China through M&A.

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