Prosus - a familiar newcomer
Prosus may be an unfamiliar entity in the selection of great companies stretching the globalized world, but the biggest underlying asset of the firm is not...
China
COVID-19 Vaccines
Chaos seems pre-ordained in FDA approval processes of numerous candidate vaccines. With a fluid reference to 'efficacy', the FDA is expected to deliver emergency authorizations within months, followed by rigorous and extensive year-long studies
Cars - an industry at bay ?
The confidence of buy-and-hold investors in Tesla’s ability to grow its leading position in the EV market might ultimately rest on the lack of credibility of the established car manufacturers’ effort to catch up
Car Armageddon ?
In 2019, a total production capacity of 137 million vehicles and sales expected to reach 92 million units, excess capacity of 47 million units leaves weaker manufacturers dangerously exposed
Withering digital wallets ?
Mobile payments have become a defining feature of Chinese society and the two Internet majors, Aibaba and Tencent, dominate digital consumer transactions at the expense of traditional banking. The Chinese Central Bank is seeking a way out...
Navigating maturing markets
Alibaba, the e-commerce giant, and Tencent, the videogame behemoth, are seeking ways to extend their strong presence in markets roiled by fickle consumer expectations and under competitive pressure. Profits will suffer...
Healthcare meets the Internet age
Healthcare demand in China is an overwhelming challenge - stretched to the limit by the expectations of a newly empowered middle class and pressured by desperate, impoverished and indebted families
High stakes to ensure China's healthcare needs
Already the largest drugs market after the US, with an aging population, more demanding patients and more combative families, China remains a tumultuous market place
China's overseas lending
Correlated with tremendous GDP growth since 2000, China’s official foreign lending has transformed the Chinese government in the world’s largest official creditor, even though the loans to some of the poorest countries are 'hidden'
FinTech in China
FinTech has opened a window of opportunities in a mostly dormant financial market and this report argues that the early stages of this financial revolution, fairly substantial in urban China, are only part of the story
Gambling chips in trade wars
China is betting the house on semiconductor design and advanced technologies but for the US the complexity of the strategic choices impacting the industry, as they relate to technological advance and to national security, is hard to understate
The American Interest
In the era of globalization, the outlook of US business does not mesh with the politics of national interest. Addicted to international trade, American companies are the willing partners of China's advance... but for how long ?
Uncomfortable truths
Confronted with unsatiable demand for milk, New Zealand's fragile ecosystem is front-running environmental risks exposing much larger economies worldwide, glad to supply in the short term, but at what cost ?
Land of milk and honey
Ratcheting up milk supply, New Zealand is now coping with the environmental fallout. Too much of a good thing or, more probably, a warning shot the major global agriculture exporters would discount at their peril
Tackling the Chinese offensive
The semi-conductor industry is at the nexus of the most critical issues overshadowing US-China relations, from the protection of intellectual property to fair competition to national security
China's Silicon Hearts
Whoever controls the production of advanced Integrated Circuits commands the terms of trade between nations...With US and Asian semi-conductor majors protective of their Chinese market shares, it is for the US government to confront new reality
VIEs – the good, the bad and the …
VIEs, an acronym standing for Variable Interest Entity, take pride of place in the gallery of business regulations with Chinese characteristics