Tim Hannon

Chinese Companies Go Abroad (Part 2: The Consumer Electronics Sector)

I am completely lost as to what Chinese firms think they will do 'abroad'? It has always seemed to me that is what Chinese firms have always done anyway, produced goods at a lower cost than anyone else an export them abroad. Are you suggesting that they will now try and control their distribution channels and develop marketing expertise to achieve better pricing for their goods?

The Chinese Consumer in Time of Financial Crisis

Thanks Shaun, great topical article.
How is it possible that consumption can continue to grow so strongly as GDP growth rapidly decelerates via slowing exports which has a multiplier effect on the rest of the economy. With GDP forecast to slow to 5-7% (i.e. a halving of the past decade's growth rate), how can consumption can grow at such a multiple of this number?