Managing The Dragon’s 2021 Predictions

As China returns to work after the Spring Festival, it’s time for Managing The Dragon to finalize its predictions for the Year of the Ox. While economic data in January and February may provide some hints as to the way in which the year will unfold, the timing of the lunar New Year holiday varies […]

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2020 Predictions: How Did We Do?

Managing the Dragon began making its five New Year Predictions for China in 2008, and every year since, we have taken the time to look back and grade ourselves on their accuracy. While it may be considered somewhat arbitrary for us to grade our own paper, we try to be as objective as possible in […]

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Automakers Seek To Integrate– And Localize– Battery Production

It was only a matter of time, but the transformation of the $3.0 trillion global auto industry is now underway, and automakers are spending billions to catch up and develop electric powertrain capabilities. Even though batteries are by far the costliest component in an electric vehicle (EV), automakers around the world have been content until […]

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Global Asset Managers Chase The China Dream

On July 23, 2020, China published the latest edition of its “Negative List,” the list of businesses and industry sectors where restrictions on foreign ownership are still in place in the country. The Negative List is published every year, and in the 2020 edition, the number of businesses and industry sectors with foreign ownership restrictions […]

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Happy Thanksgiving to MTD’s Readers

Having lived in China for most of the past 25 years, one question I’m frequently asked is: “What about the United States do you miss most?” For my wife and me, the answer to that question is easy—the holidays. On the Fourth of July, Memorial Day, or Labor Day, when everyone in the States is […]

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The Ongoing Battle With Huawei

In June, the U.S. Federal Communications Commission (“FCC”) officially designated China’s Huawei as a national security threat.  As shown by my recent interview on The Point, a popular current affairs programs on the China Global Television Network (“CGTN”), China and the United States look at the FCC action very differently. Chinese observers look upon the […]

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Global Trade Talk: Reconfiguring US-China Supply Chains for a Post-Coronavirus World

This article appeared in the recent edition of Global Trade Magazine. Global Trade is considered to be “The Authority For US Companies Doing Business Globally.” In my interview with Keith Rabin of KWR International, Inc., I discuss a wide range of issues, including China’s role in the global economy, the history and future prospects for […]

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Managing The Dragon’s 2020 Predictions

While the Phase One Agreement (the “Agreement”) signed by U.S. President Donald Trump and China’s Vice Premier Liu He on January 15 represented a promising start to the New Year, the outbreak of the coronavirus in Wuhan and surrounding Hubei Province quickly stole the spotlight. Reports of its spread have dominated the news ever since, […]

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2019 Predictions: How Did We Do?

The trade war between China and the United States that erupted in March, 2018 impacted all things China in 2019.

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Perspective on US-China Trade War Resolution, Phase One

Last Thursday, the United States and China announced that the two countries had reached agreement on a “phase one” trade deal.

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