Category Archives: investments

What investors have to know about China – Arthur Kroeber

Investors have a hard time in figuring out what is happening in China. There are a few basics, says economist Arthur Kroeber, where they often get it wrong, he tells Benefits Canada, and he tries to address them.

Why Uber is going to win in China – Andy Mok

The bloody competition of taxi-hailing apps can be won by Uber, argues business analyst Andy Mok on this page in LinkedIn. While many foreign tech firms have lost their struggle to enter the China market, Andy Mok sees five reasons why Uber might actually win this war. Here is two of them.

The Uber, Kuaidi fight might last much longer – Andy Mok

The taxi-hailing service Uber is fighting a multi-billion dollar fight with competitor Kuaidi. And despite the huge losses, it does not look like Uber is going to throw in the towel, says business analyst Andy Mok to ABC News.

Andy Mok joins China Speakers Bureau

Managing director of Red Pagoda Resources in Beijing Andy Mok has joined the China Speakers Bureau. Andy earned his stripes in both Hong Kong and China as an entrepreneur in private equity and public policy.

New audit standards for Chinese companies listed in the US – Paul Gillis

The tug of war between China and the US on auditing Chinese companies listed in the US, got a strong pull from the US side, as the Public Company Accounting Oversight Board proposed new standards. Potentially a huge improvement writes accounting professor Paul Gillis at his weblog.

Bigger is not always better, also not in Macau – Shaun Rein

Macau tries to stay relevant by opening six new multi-billion hotels this year alone. But business analyst Shaun Rein wonders whether that is the right strategy. Bigger is not always better, he tells the South China Morning Post.

Anbang can pay for its purchases – Shaun Rein

The Chinese insurer Anbang got quite some attention with efforts to purchase the Waldorf Astoria (US$1.9 billion), Blackstone (US$6.5 billion) and Starwood (US$14 billion). Worries that Anbang cannot meet its obligations are overblown, tells business analyst Shaun Rein to the BBC.

A rocky road for multinationals amid China´s slowdown – Sara Hsu

China´s farewell to double-digit growth is causing multinational companies headaches, also in the services industry where China is heading to, writes financial analyst Sara Hsu in the Diplomat. Now the downturn seems manageable, but she sees a rocky way ahead.

When in China, do not follow your gut feeling – William Bao Bean

Many foreign companies fail when they try to enter the China market. According to William Bao Bean, a partner at Shanghai venture capital firm SOSV, dealing with over 120 startups per year, that is because they follow too often the instincts they take along from their home market. Wrong, he tells in the South China Morning Post.

The SCMP buy does not make sense for Alibaba – Shaun Rein

For more than a decade the Hong Kong newspaper South China Morning Post has been destroying its image as a quality paper it still was in the 1990. Key journalists were fired or walked away voluntarily. The purchase by Alibaba gives observers new reason for worry. It does not make sense, says business analyst Shaun Rein in the Star Beacon Herald.