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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