Category Archives: Sectors

Property: Myth of Imminent Collapse and End of the Chinese Growth Miracle

Recent modest slowing of China’s GDP growth to more sustainable levels – largely blamed on the residential property and construction – has rekindled familiar dire warnings forecasting “deflation of the country’s debt-fuelled property bubble”. Fortunately, basic facts and a bit of historical insight easily dispel such fears (click to download narrated slide presentation) . As China’s technocratic leadership continues to … Continue reading Property: Myth of Imminent Collapse and End of the Chinese Growth Miracle

Steel: An Example of China’s Disruptive Global Impact

What does China’s marginal economic slowdown really mean in practical terms? For a growing number of industries much more is at stake than a slowing of double digit sales increases in China’s domestic market. For industries in which China has already established its global leadership – as both a market and as a producer – … Continue reading Steel: An Example of China’s Disruptive Global Impact

Losing the World’s Top Market: iPhone’s Lessons for Innovative Biopharma

As China moves steadily to overtake the US as the world’s leading drug market in the next decade, most senior executives in “big Pharma” as well as innovative biotechs have yet to grasp the speed and magnitude of the strategic shift now underway.  None are prepared for the full implications this transition will have on … Continue reading Losing the World’s Top Market: iPhone’s Lessons for Innovative Biopharma