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    Chinese Economy: Early Signs of Rapid Deceleration

    Some signs point to a rapid deceleration of the Chinese economy: Politburo to convene urgent economic meeting Chinese Domestic Olympic Travel Falls Lower Than Expectations Unsold inventories climbing Shanghai Vanke first to lower real estate prices in Shanghai (in Chinese) The whole idea of an urgent politburo meeting just three weeks before the Beijing Olympics [...]

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    Let’s Get Past the China Monolith Narrative

    In the past month, there has been much discussion about how the Chinese government’s policy to Tibet has been intransigent and shows that China has not changed and reformed and become a more open society. Either deliberately or by implication, there is this myth that China is one big country with an authoritarian government which [...]

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    Understanding the Chinese Hockey Stick

    One of the things past experience has taught me that while it is possible to guess that some business will take off in China, it is almost impossible to tell when. The most common scenario is that for many years, a western business will devote its people and resources to making its business popular with [...]

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