DiligenceChina

The Chinese domestic stock market will probably undergo a correction in the near future. Whether it is a gradual sell-off or a jarring crash, the laws of financial gravity can’t be avoided forever. Most people reading this are probably not heavily exposed to the A Share market, so you may be wondering if […]

China is feeling more confident about its economy, its future and its place in the world. One of the quirks of Asian emerging markets is a tendency towards a kind of bi-polarism concerning the way they view their relative position among other nations and markets.
Emerging markets in Asia understand the role of ‘plucky […]

Is China an international superpower? The stock answer among Chinese people is that the PRC is becoming an important global economy, but won’t be a superpower any time soon. The real news at the end of last year is what did NOT happen.
Five easily overlooked non-events at the end of ’06 that point to […]

We discussed the emergence of a dominant model for China’s economic organization, which for convenience’ sake can be referred to as China Inc. Economic models are not fool-proof blueprints, but rather general rules and trends that can be used to analyze and predict behaviors and motivations. Japan Inc. was characterized by a strong […]

A ‘China Inc.’ model is emerging that can predict that behavior of future Chinese business trends and organizational behavior. We all remember ‘Japan Inc’, and then the ‘4 Tigers’ (or the ‘4 Little Dragons’, depending on which magazine you read). These were general models that described the broad trends in those […]