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November 12, 2020

Reducing Coal Consumption in China Requires Sweeping Reform

To achieve its goal of carbon neutrality by 2060, China needs to ditch coal-fired electric power plants for renewable alternatives. However, doing so will require dismantling an antiquated system of incentives that are in place for local officials and power producers. Whether Beijing can summon the political will to overcome powerful vested interests opposed to these changes will be an important indicator of China’s capacity for meaningful reform.

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Redressing Western Brands’ Successes and Failures in China

Since Deng Xiaoping’s 1979 Reform and Opening Up Policy began, Western brands have faced headwinds entering the Chinese market. Some have succeeded, but there have been many more failures. We’ll take a longer, historically informed view to think about what separates the winners and losers of Western brands trying to make it in the Middle Kingdom.

Chinese Demand Taps OBOR to Redraw Global Oil Map

Oil is critical to ensuring China’s growth over the next few decades, and securing it has become a top priority for the nation. By financing multiple OBOR development projects to circumvent key oil supply chains through the Strait of Hormuz and Strait of Malacca shipping lanes, China has chipped away at competing oversight in these regions, allowing it to secure access to resources while strengthening relationships with OBOR partner countries.

Encryption vs. Surveillance: How the NSL Is Changing Hong Kong’s Tech Landscape

The Hong Kong national security law created a series of provisions that restrict the flow of information and suppress the civil unrest within the region. In the short term, this new law has had a profound impact on the business landscape, creating a series of winners which seek to expand their market share in the local marketplace. In the long term, it will reform the technology landscape in Hong Kong for years to come.

Food Fight or Combo Meal? KFC and McDonald’s Scramble for China

Internationally, McDonald’s has long been dominant, but in China, KFC reigns king. KFC has twice as many outlets, with experts having long explained KFC’s dominance through better localization efforts. While this argument holds water, the competitive relationship between the world’s largest fast food chains has also bolstered their mutual success in one of largest and most complex markets in the world.

China and the Curse of the Skyscraper

The Curse of the Skyscraper is a theory that claims that skyscrapers are usually a sign of poor investment and an economy careening towards recession. China has over half the world’s skyscrapers, and the central government is beginning to limit the height of buildings in an attempt to avoid the Curse.

The Rise of the Renminbi: The Reality of Bilateral Swap Agreements

In the third article in “The Rise of the Renminbi” series, TCG explores the role of bilateral swap agreements (BSAs) in China’s RMB internationalization ambitions. Despite Beijing’s hopes that the initiative would foster increased RMB-denominated trade, results have been lackluster thus far. Regardless, BSAs may play an increasingly important role in the sustainable offshore circulation of the redback over the long-term.
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