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China’s Public Hospital Governance Reforms are Setting the Stage for Corporati...
January 26th, 2015With appropriate legal and policy support, corporatization could begin within the next 2-3 years. Key Points: –China’s public hospital reform experiments thus far have laid a…
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Volkswagen’s China Dealership Expansions Suggest Substantial Upside for Contin...
December 17th, 2014China’s passenger car sales volumes have been strong thus far in 2014, with roughly 15% YoY growth between January and November 2014. Gasoline demand has followed…
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Gasoline Alley: How Much Gasoline Demand Are Each Million Cars Sold in China Wor...
November 3rd, 2014Key Takeaways: –Over the past two years, gasoline output at Sinopec and CNPC/PetroChina has surged relative to diesel fuel, reaching a new high of 0.71 barrels…
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China Car Sales: New Pockets of Opportunity
December 29th, 2013How Sustainable Are China’s Car Sales And What Do They Mean for Volume and Location of Gasoline Demand? China’s market for new passenger cars is maturing, but…
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China SignPost™ “Greatest Hits” #3: Agricultural & Consumer Markets
December 23rd, 2013Legacies of restrictive farmland ownership policies, in addition to land and water resources overtaxed by pollution and urban development, constrain China’s agricultural production potential significantly. Famine…
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Kings of Coal to Barons of Bling?
September 22nd, 2012So what do coal mines have to do with high-priced Bentley automobiles? In Chinese coal mining towns, a lot. The roster of Bentley dealerships in China…