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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, Read More
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. China’s stock market, currency, and economy were affected, and the Read More
The Phase One Trade Deal With China: A Perspective
On Wednesday, the United States and China signed a phase one trade deal that dramatically reduces tensions between the two countries. When the announcement of a limited phase one agreement Read More
Trade War: Time For A Change in Strategy
The June 29 truce in the trade war between the United States and China lasted just over one month. Thirty-three days after the presidents of the two countries met in Read More
China’s Auto Slump: When Will It End?
Vehicle sales in China slumped for the 12th consecutive month in June, with unit sales of passenger cars and commercial vehicles declining by 9.6% in the month, and 12.4% for Read More
Electric Vehicles for the U.S. Market
In 2018, JFP Holdings initiated a new line of business — sourcing automotive components from China for sale to the U.S. auto aftermarket and sourcing high quality commercial electric vehicles Read More
Electric Commercial Vehicles In The U.S.
Despite the Trade War, JFP Holdings is building a substantial business working with ADOMANI, Inc., a California company, to source electric drive trains, neighborhood electric vehicles, trucks, delivery and passenger Read More
Who Pays For Tariffs?
The United States is in a major trade war with China that imposes 25 percent tariffs on $200 billion of goods imported from the country and has just averted a Read More
Encouraging Signs in China’s Sluggish Auto Industry
China’s vehicle sales declined for the 10th month in a row in March and fell by double digits during the first three months of the year. Despite this gloomy performance, Read More
The U.S.-China Trade War Enters Uncharted Waters
In the five predictions we made for 2019 at the beginning of the year, our first and most important was that the trade war between the United States and China Read More
The Road Ahead For China’s Automobile Industry
For the first time in memory, China’s unit vehicle sales declined in 2018, registering a 2.8 percent year over year decline. Although sales were cumulatively positive through September, they began Read More
Managing the Dragon’s 2019 Predictions
“If you are going to be a bear, be a grizzly,” my father used to tell me. That’s the way I feel about going into 2019 with my five Read More
Apple’s Problem: China’s Economy or Loss of Market Share?
At the end of the first day of trading in the New Year, Apple announced that it was cutting its revenue guidance. Tim Cook, Apple’s CEO, blamed a slowing Chinese Read More
2018 Predictions: How Did We Do?
2018 Predictions: How Did We Do? by Jack Perkowski In each of the past ten years, I have made five China predictions for the year ahead on my blog, Managing Read More
The Trade War Truce — Who Benefits?
The Trade War Truce — Who Benefits? by Jack Perkowski The answer might surprise you. Two of Germany’s largest car makers stand to be immediate beneficiaries of a reduction in Read More
2018: A Transition Year for China Autos?
2018: A Transition Year for China Autos? by Jack Perkowski 2018 may be shaping up to be a transition year for China automobiles. It may be the year that marks Read More
The Future of Auto JVs in China
The Future of Auto JVs in China by Jack Perkowski: In June, China’s National Development and Reform Commission (NDRC) and its Ministry of Commerce (MOC) announced that, as of July Read More