Miruna Codeanu

Posts Tagged ‘china’

Twisting the news – 47th edition

In cappuccino on February 9, 2016 at 5:51 am

Let’s talk about China, let’s not stop talking about China, because it’s about the economy, you occidental. China became the world’s second largest economy, but world’s biggest market for many western businesses and that is why we are going to keep the hype around China. For example, being the world’s largest car market, China can fuel rapid adoption of electric cars throughout the world and make the technology more affordable. I dare make a bet: let Tesla manufacture in China and in one year you are going to see a Chinese rival. For the record, Elon Musk was considering a manufacturing plant in China in 2014.  Do not only see this matter as one sided, as the Chinese are lacking creativity and the ability to invent something, it is part of their culture to take the prototype and make it perfect. However, look at the matter from another angle, it also means liberalization and affordability for that certain good.

And obviously, Happy Chinese New Year! May the Monkey be with you. Read the rest of this entry »

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Twisting the news – 45th edition

In cappuccino on February 5, 2016 at 12:49 pm

Here’s the season to be jolly. Or not. Depends on what you did last year, depends on the numbers. Let’s take a look at what Daimler did last year: it achieved new records, the sales went up by 12%, the revenue climbed up by 15% while the operating profit was up 36%.  As I mentioned a few days ago when analyzing Renault’s decision to invest in a Chinese manufacturing unit, China is a good market to Daimler and its competitors. Which is only to demonstrate that China, even stagnant, is a better market for luxury goods than for mass consumption. Sales in China were increased by 41%, which is where Daimler’s records are probably based. Daimler was not affected by the emissions scandal at Volkswagen.

Uber became a statement with many startups positioning themselves as “uber for x”. Besides the power of example and an analogy needed when pitching a new idea, Uber is an example of contemporary, a bit avant-garde success. With Uber being valued more than traditional automakers, it makes sense to offer the leader as example. Read the rest of this entry »

Twisting the news – 43rd edition

In cappuccino on February 3, 2016 at 8:11 am

Renault opens a Chinese factory. It is for business moves like this I say we will be quite affected by an economic crisis in China. Renault’s facility is a joint venture with Chinese auto maker Dongfeng, as Renault is one of the last big names in the industry to enter the Chinese market. I’m not sure whether this is the best investment Renault could make, not only considering the situation in China, but also keeping in mind that the Chinese usually get the know how from foreign companies and later on they build it themselves and become one of the market leaders. I’ve probably said it before that I do not believe China, as it is today, quite state controlled, to be the best market for mass products, but I do believe China to be a very good market but luxury products, niche products that scream “made in Europe”. I believe China is a better opportunity for BMW-Audi-Mercedes than for Renault.

Cybersecurity is probably the main problem standing in our way with going furher with the Internet of Things and interconnectivity. However, Read the rest of this entry »

Twisting the news – 42nd edition

In cappuccino on February 1, 2016 at 9:09 am

As many western companies rely on the Chinese market for growth and many others have Chinese shareholders, an important part of the world relies on the Chinese economy, therefore what happens in China is important for all of us. Here‘s an interesting analysis of what is going on right now in China, mainly deconstructed some exaggerations present in the media these days.

Other voices claim we are closer to recession and it is all linked to China, again. As stated in the above mentioned analysis, there is a lot of exaggeration around the Chinese economy, but the simple fact that all our studies revolve around China should be an indicator of China’s importance in the world economy. The number of opinions on the matter simply makes my head spin, however, I’ll try to express my opinion: China has been playing a huge role on the world economy since 2008 and for a while it seemed to be the leading economy, not the second one. Still, much of the data available on China is shadowy, as China reports are still massively state controlled and so is the media. Read the rest of this entry »

Twisting the news – 40th edition

In cappuccino on January 28, 2016 at 12:42 pm

We should all accept that disruption is a thing, a big thing, be that a too much hyped word or a concept with real implications for our lives. However, it is present in our lives and it is lowering our change resistance. If you are a disruption enthusiast, take 5 minutes to read this, but actually, I read it already and I can tell you: stop worrying whether you are disruptive enough and or whether you play by the rules of now-traditional-disruption. Disruption does not play by the rules, and if you are running a big company, dinosaurs as I call them, try to make them dance by the new rules. In this manner of thought, I believe GM is doing a great job joining the sharing economy and launching Maven.

Everybody is going insane that Apple missed its unit target. I am not an Apple fan, but please do remember that Apple just reported record profit for the last quarter. Selling many units was never the business model for Apple and with huge margins, quantity is not the future for Apple. I’ve seen a number of voices who claim that Apple’s wow days are gone, Read the rest of this entry »

Twisting the news – 35th edition

In cappuccino on January 20, 2016 at 9:18 am

Automation again. Because automation no longer means only machinery replacing hard, physical work,  the white collars will also be affected, but it’s artificial intelligence that will affect their jobs.  Yes, as discussed yesterday, the first affected will be the blue collars, but the next ones will be even white collars. Obviously, the demand for jobs will increase while for others will decrease, as it has in the past.

Not only there is a market for self driving cars, but also a plan, as the US Department of Transportation has a $4 billion plan to reduce the number of cars accidents on American roads by increasing the number of self driving cars. The same article says Elon Musk recently stated that driving is too dangerous for humans and it will outlawed soon. With all due respect, dear Elon, meet the most loved in the world in 2015: BMW. Their slogan? The ultimate driving machine, recently changed from Sheer Driving Pleasure. It is only recently that humans have lost the pleasure in driving, but for some time it has been about pleasure and 90% of the branding in the auto industry is about escapism, pleasure, speed, adrenaline rush. I honestly hope you are wrong Elon Musk, although, rationally speaking, driving will become luxury, as the insurances for cars with human drivers will also become more expensive. Read the rest of this entry »

Twisting the news – 31 st edition

In cappuccino on January 12, 2016 at 8:15 am

Oh China, oh economy bubbles, o tempora, o mores! GM is still placing their bets on China: it is a volatile market but with immense potential General Motors management argues. However, there is also a twist to that: GM will also start selling vehicles made in China in 2016.View Post

Bloomberg published an analysis on the world economy in 2016, the ones already in a bad position to worsen their condition but also Finland, Croatia, Switzerland and Japan. No, the world economy is not alright.

Mcdonalds-2016-Global-Packaging-Rebrand_dezeen_936_1

source: dezeen.com

Read the rest of this entry »

Twisting the news – 29th edition

In cappuccino on January 7, 2016 at 6:53 pm
Super-8_Kodak-Launch_Yves-Behar_Filmmaking-Revival-Initiative_Consumer-Electronics-Show_Las-Vegas_2016_dezeen_936_3

source: dezeen.com

I personally believe design can save the world. No, not only beauty, but also coherence. Ikea designing refugee shelters for example. Can design save the world? No, not save it, but make it a better place. Alright, but can it save Kodak? Actually, it looks pretty nice.  Read the rest of this entry »

Twisting the news – 26th edition

In cappuccino on December 18, 2015 at 9:16 am

In the early days of my childhood we used to play a game called ducks and hunters, will kids in 5 years time play humans and robots? Not necessarily, we could make friends with robots, we already do, AI keeps us company in our smartphones. A percentage of our work is already automated, we use algorithms, we use some of the big data, but there’s more:

W151209_CHUI_HOWMUCH_v4.png

source: hbr.org

Look what’s happening in the banking sector: Banks are starting to look at Marijuana.  How come? Read the rest of this entry »

Twisting the news – 13th edition

In cappuccino on November 20, 2015 at 8:10 am

Volkswagen, Volkswagen, yes, I’m talking dirty to you in the morning. They’ve decided to halt investment in China amid the emissions scandal . We do not know  why. China is VW’s biggest market, but the investment was still being evaluated. We do not know if VW is being cautious and playing safe or if their sales were actually affected by the scandal. However, a report published last week stated that the Volkswagen scandal managed to push the brakes for the European Market. And while speaking dirty, here’s what the marketing from VW looks like:

Read the rest of this entry »