My SCMP article: “What everyone is getting wrong about urbanization in China”

(reposted from SCMP here, May 9, 2014) Jonathan Woetzel is the “go-to guru” for Chinese urbanization. He is a senior partner at McKinsey & Company and the co-Chair of the Urban China Initiative, a thinktank. Whether it is Chinese city officials, multinationals or government officials in Riyadh and Moscow, he is the person everyone calls […]

My Caixin Article: “What Is Alibaba Worth? That Depends on Tencent”

(This article is reposted from Caixin Media on May 6, 2014, posted here) As Alibaba files for its initial public offering (IPO) in the United States, analysts everywhere are engaged in a great game of valuation prediction. What is Alibaba really worth? We have seen every technique cited – from cash flow projections and comparables […]

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