2014: China at the crossroads: the latest Newsletter

August 17th, 2014

I have started a regular newsletter, in principle monthly, focusing on China’s economy, environment, business and any topic that merits a closer look.
The first edition looked into the Chinese real estate market, to give an overall view on what real estate companies, news media and economists are talking about. Certainly a hot topic, as hot as the Beijing weather. If you did not receive it, see here:
http://blog.strategy4china.com/?p=5561

Snapshot China – Newsletter No. 2 looks into the many challenges China is facing in 2014 and how the government under the leadership of President Xi Jinping is expected to cope with it all.
Working with China since late 1980 I have lived through many ups and downs. There were times we thought the future looked bleak, the least to say. Three decades later, the country has witnessed a unique progress, transforming a grim Stalinist-looking country into a world power.

Today the country is at the crossroads facing the most serious challenges since its opening up in the late seventies. Its leaders confirm our worries by admitting the situation is indeed critical.
It is easy to be a pessimist today.
My intent is to give a quick overview on the complexities when trying to understand China’s challenges. For some foreign observers, “China should do this or that and all will be well.”
If it were that simple.
Overall, I admit to be worried but I still remain more on the side of the optimists.

You can download the complete report here: China2014.pdf

Prof. Gilbert Van Kerckhove
Author of “Toxic Capitalism”
http://prodygia.com/experts/gilbert-vankerckhove/profile
Twitter: @bjprc

Interview Bloomberg News (TV) in my office

August 5th, 2014

Another Bloomberg interview today 5 August, same place (our meeting room), same lady – Christine Hah, just another cameraman as my friend Dieter left for Belgium.

This time, a near two hour discussion, I can say mostly covering the newsletters I am currently working on: the e-vehicle market in China, the challenges China is facing in 2014 plus “restauration” of the Gulou area. And about the complicated USA-China relations.

Gilbert on am774 Beijing Radio: Brazil, Belgium and football

July 16th, 2014

This time, “Mighty Bruce” wanted to know more about my Brazilian past. See here:
http://am774.rbc.cn/netfm/english_service/ourteam/bruce/201407/t20140714_711714.htm

You can listen here (I won’t!):

The interview has really forced me to dig into my museum of pictures. The picture with my Ford Galaxie also shows my late wife Danielle, mother of my daughter Marianne who was born in Recife. See here others not used, showing how Brasilia, the capital of Brasilia, looked like in late 1979.


The pictures were taken in the center of the new capital and on the main boulevard, with the ministries lined up. It looks empty, quiet. Little vegetation. I cannot imagine how it looks like now! The pictures are scans from diapositives, with my new powerful scanner. Still a lot to learn how to improve the scanning.

The last seminar of the season: Yeshiva MBA from NYC

July 14th, 2014

It has been a busy season for seminars, mostly EMBA and MBA.
To close the first half of the year, a new group: Yeshiva University from New York City.
The Syms Executive MBA program curriculum was developed to challenge students to hone their business expertise in a way that prepares them to achieve their current and future professional goals. The general management Executive MBA is designed to help to learn how core analytical skills and management tools fit together, enabling to become more effective in the current career.
Students come from wide-ranging professional backgrounds in finance, marketing, nonprofit, sales and technology
During their program in China (Shanghai & Beijing), the 18 EMBAs/MBAs visited leading companies on the Chinese market to learn and understand the energy, complexity and dynamism of the Chinese economy, along with the challenges and opportunities for foreign business in China. The EMBAs visited manufacturing, supply-chain and marketing operations, industrial facilities.

The leading faculty members of the International Residency: Andrew Geller, Visiting Professor of Management, Sy Syms School of Business at Yeshiva University and Aviad Peer, Associate Professor; Management and Global Business.
My 90 minutes talk: “China 2014: Policy risks, opportunities and challenges & The Chinese decision making process”.

The Third Beijing Environment and Sustainability Fair in the Hilton Hotel

July 14th, 2014

The Third Beijing Environment and Sustainability Fair took place on 28 June 2014 from 10:00 to 17:00 at the Hilton Beijing Hotel (Liangma Qiao). The First Beijing Environment and Sustainability Fair event was held on 15 June 2013 and was an overwhelming success. The Second Beijing Environment and Sustainability Fair event was held on 9 November 2013 and was even better than the first one.
There is a growing demand for green products in China and new companies are regularly being formed in order to serve the ever growing need of this market. The Environment and Sustainability Fair is a perfect occasion to promote environmentally friendly values and products.
Entrance was free for everyone.
The event was organized and promoted through the FCGroup and its sponsors.

I decided to participate too, for the fun, selling my book “Toxic Capitalism” and to promote Rotaract. It was also a nice way to meet friends who came by for a chat.
See also:
http://fcgroup.org/slideshow/nggallery/june-2014/june-28-enviromental-fair
A busy day as the same evening I went to the concert of Akon… Another great and different experience.