Q: There has been continued concern at the scale of bank lending in China and the impact this is having on inflation, particularly in the stock and property markets. How much does this factor into your equity strategy?
A: First of all, we are a long-term investor so we don’t look at... >>more
Q: Can you talk a bit about the Qinshan project? How has it fit in with China's broader nuclear strategy? A: The contracts were signed in 1997, and the project was was completed six-and-a-half years later. We were proud that it was completed slightly below budget, and also slightly ahead of... >>more
Q: Quality-control issues have remained a serious issue in China despite government efforts. Now we have another melamine scandal. What is your take on the problem and how do we solve it?
Before we get around to solutions, we must have at least some level of discussion on the topic, and before we... >>more
Q: How do you see the market developing in 2010 and how does SAP plan to respond?
A: There's no doubt that 2009 was a challenging year. Even though China managed to produce healthy GDP growth, we know that the government played a big role in that. But we still see companies that we serve taking... >>more
Q: What is your background and what do you do at Cass as it relates to China?
A: I’ve been at Cass over ten years, and I specialise in emerging markets and MBA course development. Six years ago I started the Cass China Symposium, where we take our MBA students to Shanghai for a week to... >>more
Q: So how is business?
A: Well, InsiteAsset is a relatively new company trying to establish roots in a city that is growing exponentially, so it's very exciting work and we're doing quite well.
Q: What exactly do you do?
A: As an asset-management group, we are, as the name suggests,... >>more
Patrick Chovanec, associate professor at Tsinghua University School of Economics and Management in Beijing, was not always an academic. He served as a political aide in Washington, D.C. and worked for several private equity funds in China, including an S&E fund in Chengdu. Today,... >>more
Martin Jacques, author of recently published book When China Rules the World: The Rise of the Middle Kingdom and the End of the Western World (read the book review) is a visiting senior fellow at the... >>more
Q: At the end of 2008, you said you were worried about the prospects for the Chinese economy in 2009. How do you see what has happened since then?
A: We need to take it within the context of what's been happening globally. Obviously there's been a massive public response to the crisis in 2009,... >>more
Q: Has VF's first-mover advantage in China translated into sales?
A: The early days in China were challenging. The first few years, volumes were low. But since the turn of the millennium, the trajectory has been very strong. The China market is now second only to the US in terms of size. It... >>more
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