Episodes
Newly appointed AmCham Shanghai President Eric Zheng sat down with us to talk about the growth of international business in Shanghai over the last 50 years. As we approach the 50th commemoration of the signing of the Shanghai Communiqué, Eric reflects on what it was like to be a student in Shanghai that day, and how the city has evolved since.  Eric delves into the greatest market opportunities for foreign firms in not only Shanghai but the greater Yangtze River Delta region, and what firms...
Published 02/09/22
This week we talked with former US Consul General in Shanghai Sean Stein. After stepping down from his post last year, Sean now serves as a senior advisor at international law firm Covington & Burling. Sean joined us on the show to discuss some of the biggest risks US businesses in China face right now and what strategies and scenario planning executive teams can use to mitigate that risk, including on issues such as the threat of consumer boycotts and disruptive export controls. Sean...
Published 01/16/22
This week, we discussed Chinese clothing brand NEIWAI's recent expansion from China to the US with brand director Hailey Xue. NEIWAI made waves in 2020 for its viral "No Body is Nobody" campaign, and has recently launched an online presence in the US, taking on established competitors like Victoria's Secret. Hailey discusses how she led her team to create the popular 2020 marketing campaign, and what lessons NEIWAI has learned through its expansion from the East to the West.  We also discuss...
Published 01/06/22
On this episode we sat down with AmCham Shanghai President Ker Gibbs during his final weeks in China. Ker shares his thoughts on the state of US business in China and how companies can navigate current challenges, including changing data regulations and tense bilateral relations. He also offers his views on why an open market is important for China, and what he hopes the next year brings for US businesses here. 
Published 12/20/21
This episode we talked with Hang Seng Bank (China)'s Chief Economist, Dan Wang, about China's economic outlook at the end of 2021. Dan begins by offering her assessment of China's 2021 economic performance, as well as her China GDP forecast for 2022.  Dan then digs into China's shift from a development-driven economy to a consumption-backed one, and how long she thinks China can keep up its strong export demand. Finally, we discuss what economic policy developments Dan expects to see in the...
Published 12/01/21
This episode we're discussing the state of US-China trade relations with David Dollar. David is a senior fellow in the John L. Thornton China Center at the Brookings Institution. We discuss David's reaction to USTR Katherine Tai's recent strategy outline of the US trade strategy towards China. David offers his thoughts on Tai's stance on a structured "recoupling" between the US and China, and why he believes the US should rethink its tariffs on China.  
Published 11/15/21
This episode, we spoke with Popeyes China CEO Raphael Coelho about the restaurant chain's expansion into China. We chat about how Popeyes has planned where to build restaurants and what its social media strategy has been to build hype around new location openings.  Raphael offers his thoughts on the outlook for China's fast-food restaurant, and if there are any domestic brands that he says are serious competitors in the market. Finally, he offers a hint at what's next for Popeye's China.
Published 10/27/21
This episode we're talking with fintech expert Michael Sung about China's upcoming national launch of its central bank digital currency (CBDC). Michael is the founding co-director of the Fudan Fanhai Fintech Research Center of CarbonBlue Innovations.  We discuss China's motivation to launch one of the world's first CBDCs, and how it will work. We also chat about what the transition will be like for businesses, and how China's use of digital currency could be the beginning of a global trend.
Published 09/29/21
This episode we discussed China's efforts to grow its green financing sector with Dafei Huang, executive director and carbon assets specialist at the China International Capital Corporation. Dafei offered her insights into how China is incentivizing the public and private sector to invest in green projects.  We also discussed the launch of China's carbon emissions market, and how it will help China to reach its carbon neutrality goals.
Published 09/15/21
This episode, we talked with James McGregor, long-time China expert and Chairman, Greater China of APCO Worldwide, about the state of US-China commercial ties. Jim offered his take on why companies need to be "clear-eyed" about their longevity in the China market and China's ambitions to strengthen its own technological abilities. He also discusses how US-China discourse has changed in recent years and the ongoing "global competition of systems" between the two countries. 
Published 08/25/21
This week we have a review of the US-China relationship. We talk with former long-time diplomat Susan Thornton about how the US and China should each adjust their policy approach in order to get out of the current standstill in bilateral dialogue. Susan offers her analysis of the major themes guiding President Biden's China strategy and what a possible meeting between the two country's leaders could look like. She also gives her take on whether the US is likely to join a trans-Pacific...
Published 08/06/21
This episode we chatted with Echo Gong, head of Greater China Advisory at Coresight Research, to discuss China's consumer retail trends. We talk about the latest in both online and offline retail trends, including how brands are now trying to bridge the gap between the two platforms. Echo also offers her take on emerging trends in the China market. Finally, Echo gives some practical advice about how companies should prepare for the Double 11 shopping festival.
Published 07/20/21
This episode we're exploring China's electric vehicle sector and the many manufacturers vying for a piece of the increasingly crowded market. We're joined by Nick Lai, head of Asia Auto Research at JP Morgan, to discuss the opportunities and challenges facing foreign EV producers in China, as well as the intersection between electric vehicles and smart cars in the future of auto manufacturing. Finally, Nick offers his take on whether the majority of China's new car sales will be EVs by 2030.
Published 07/08/21
This week we're focusing on a challenge foreign companies in China have long faced: how to deal with the often complex relationship between the China team and global headquarters. We explore this issue with Pierre Cohade, a long-time China executive with experience as president of Goodyear in China and who now serves on the boards of multiple MNCs.  Pierre walks us through some of the classic challenges teams in China face, including getting headquarters executives to understand the speed...
Published 06/25/21
This week, we explored the latest trends in Shanghai's retail and commercial real estate market with Hoichi Yeung and Kelly Cheng from property advising firm Savills. We discussed changing demand in Shanghai's typical commercial districts and the enduring popularity of the Former French Concession. We also chat about what's driving a change in the city's master planning for new developments to allow for more green space and how China's dual circulation policy could have effects on its...
Published 06/01/21
This week, we looked at how to forge brand partnerships and licensing deals in the China market with Gary Chan and Elaine Chiu from CAA-GBG, a joint venture between Creative Artists Agency and Global Brands Group.   Gary and Elaine offer guidance for brands looking to enter into licensing deals and partnerships in China and dispel common misconceptions about the risks and costs . They also offer examples of brand partnerships in China and advice on how brands can protect their intellectual...
Published 05/19/21
This episode, I partnered with the Carnegie-Tsinghua Center's China in the World podcast to produce a joint episode focused on President Biden's China strategy. "China in the World" is hosted by Paul Haenle and examines China's foreign policy. Paul holds the Maurice R. Greenberg Director's Chair at Tsinghua University's Carnegie-Tsinghua Center. Paul offers his analysis of Biden's China strategy thus far, including how he believes the strategy could unfold in the months to come. 
Published 04/28/21
This episode, I discussed recent changes in China's digital healthcare industry and policies with Carrie Xiao, a Life Sciences and Healthcare Partner at Deloitte China. Carrie gives an overview of the latest digital healthcare trends, including the rise of online consultations. We also discuss updates in industry policies and key market opportunities for foreign healthcare firms in China. 
Published 04/06/21
This week AmCham Shanghai's Director of Communications Ian Driscoll served as guest host to interview Peter Alexander, founder of asset management consulting firm Z-Ben Advisors, and one of Shanghai's leading voices on investment management. Peter talked about some of the latest issues in the asset management industry. He and Ian discuss topics including how foreign companies have navigated an increasingly competitive market and why global firms need to have a more nuanced view of the China...
Published 03/17/21
This episode, I spoke with Tom Miller, senior Asia analyst and senior editor at global investment research firm Gavekal. Tom is one of the foremost experts on China's Belt and Road Initiative, and we chatted about the recent evolution of the foreign policy strategy, and what he views as the misguided critique that the BRI is a form of debt trap diplomacy. Tom shares his insights into some of the recent dips in BRI funding, and the shift in some funding towards more renewable power projects.
Published 03/01/21
This episode I spoke with Dan Wang, chief economist at Hang Seng Bank (China), and a previous analyst at the Economist Intelligence Unit. Dan and I discuss China's economic forecast for the year ahead, and Dan offers her take on why she is not as optimistic as many about China's growth. Dan digs into her concerns surrounding China's housing and job markets and about what should be done to mitigate these problems.
Published 02/08/21
This episode I spoke with Dr. Jing Wang, an Assistant Professor of Interactive Media Business at NYU Shanghai, where her research focuses on the policy environment surrounding China's fintech platforms, and how these platforms impact corporate-government relations.  We discuss China's evolving fintech policies, and how the sector has become more heavily regulated in recent years. Jing also talks about the future of fintech policy, and how some of China's fintech innovations could be brought...
Published 01/28/21
This week I spoke with David Yeung, co-founder and CEO of sustainability group Green Monday, maker of popular plant-based protein product OmniPork. David launched Green Monday in Hong Kong in 2012, and since then it's grown to include OmniFood products as well as the plant-based concept store Green Common. David and I chat about how the company expanded into mainland China, and how he's introduced alternative proteins to consumers.
Published 01/11/21
This episode we have a review of China's 2020 economic performance and a forecast for 2021 with Dr. Penelope Prime, founding director of the China Research Center at the Georgia Institute of Technology and an economist with 30 years of experience studying China's economy. We discuss China's economic recovery from the pandemic and return to economic growth, and how the state government may handle a slowing economy. Dr. Prime also offers her analysis of the state of China's economic reform. 
Published 12/22/20