China Alert – 100% – Different paths

  • 100%, China ownership, Risk, WFOE
100% – Different paths    Another Friday evening announcement attempted to clarify market opening for global managers. Previous regulatory statements focused on the joint venture path, while the latest addresses the WFOE route. The choice for each manager will determine which set of rules apply, and overall speed of the process. Please note that full […]
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China Alert – 100% – It’s about risk and reward, stupid

  • 100%, China ownership, Risk
100% – It’s about risk and reward, stupid   The “China is too risky” narrative has just been ratcheted up a few notches. Risks, yes, but case analysis shows unequivocally that returns can more than compensate. When modeling for China, return projections need to be as aggressive as the risk parameters. Please note that full […]
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China Alert – 100%: The art of contingency planning

  • 100%, WFOE
100%: The art of contingency planning    There is some hyperbole surrounding the new market opening timeline. Outcomes will be determined by the degree to which a global manager can flexibly execute. An assessment of the business risks must be properly balanced against the expected return. Please note that full versions of our China Alerts […]
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