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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
Ep. 6 Five Predictions for 2019, the Year of the Pig.
In this podcast, Jack gives his five predictions for 2019, the Year of the Pig, and reviews the accuracy of his predictions for 2018 with Doug Perkowski. *** Excerpt: “Well 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
Ep. 4 China’s Two Markets
In this podcast, Jack and Doug Perkowski discuss how China’s lower cost perspective, in combination with the way in which the country has developed economically over the past 40 years, 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
Ep. 3 US-China Trade War: Update
Since our first podcast on the subject, the trade dispute between the United States and China has now blossomed into a full-blown Trade War. The Trump Administration has now imposed Read More
Ep. 2 US-China Trade War: Background
In this podcast, Jack discusses the big story in China this year—the country’s trade war with the United States. Jack explains why the world’s two largest economies are now at Read More
Ep. 1 China’s Different Cost Perspective
One of the most important lessons that Jack has learned in over 25 years in China is that the Chinese have a fundamentally different—and lower—cost perspective than someone from a Read More