美国迈入企业官僚时代

我们看到的美国早已经不是我们想象创业时代的美国，而是一个已经企业官僚化、甚至开始政府官僚化的美国。而且，这种官僚化早在70年代就开始，到80年代美国社会本体开始向官僚制度转型，那也正是中国开始开放接触美国的时候。我们看到和通过大量留学生体验到了美国发展的结果，但是没有看到其发展的过程。这是为什么，当我们到美国取经，很多事情只能是“知其然而不知其所以然”，很多美国现在最闪光的地方...

 

对中国的长久未来大家近似都抱有一种不踏实的但应该会更好的认可。但是，短期内的事情却多是模糊，太多不确定甚至是难以预料，例如说，房地产。2005年我觉得与中国人的收入比，房价还是蛮高，不应该买房。没想到，等了几年，就买不起了。再如说，我们今天的主题，留学。

现在，一个新的留学潮和不坚定的移民潮在不知觉中开始波涛汹涌。主流不再仅是用工读书的书生和拼而一搏的偷渡客，而是中国的富有阶层。一个房地产朋友，...

　　

When Ray Kroc took over McDonald and put it on a trajectory growth, it took McDonald 13 years to reach 1000 stores by 1968, and another 3 years to reach 2000 stores by 1971. Coincidentally, after 40 years, McDonald intends to repeat the same history in China.“It took us (McDonald) almost 19 years to reach 1,000 restaurants (in China). We will get our next 1,000 restaurants within three ye...

　　　　

Positioning is a foreign concept to Chinese, and begins to gain popularity among China’s corporate and investment communities. In Al Ries and Jack Trout’s Positioning, they define it as ‘ In communication jungle out there, the only hope to score big is to be selective, to concentrate on narrow targets, to practice segmentation’. Despite of its simple and easy-to-understand definiti...

Unprecedented Era
　　This is an unprecedented era in human history for consumerism to process such a vast, fertile, willing and underdeveloped market existing across the world and China in particular today. Even more, this is also unprecedented that consumerist formats and business models are so maturely and simply structured to become the prototype for emerging market to follow, and internation...

Part One: Concept vs. Value: the Struggle of China’s Consumerism;
　　Part Two: Double Bureaucracies - Corporate and Government in China;
　　Part Three: No Reasons to Fail -Invest in the Fundamentals (1)
　　Part Three: No Reasons to Fail -Invest in the Fundamentals (2) (to be continued)

　　China’s economy is a myth even to well-respected and successful businessmen in China. It is a common s...

Part One: Concept vs. Value: the Struggle of China’s Consumerism;
　　Part Two: Double Bureaucracies - Corporate and Government in China;
　　Part Three: No Reasons to Fail -Invest in the Fundamentals (to be followed)

 

In the context of societal evolution, creativity has two implications – create thing to advance a society, and add valuable substances to the society, which can be new techn...

在美国的中国人一般活的还行。虽然大体不懂西方的理念和玩法，也因此大富大贵的不多，但至少是中上阶层，要远超平均值。在这生龙活虎的ABC新二代后面是虎妈虎爸奉献精神的体现。精神可赞，不过，不时也有种付出一生为哪般的感叹。
　　中国人吃苦耐劳的精神深受外国人，尤其是有文化人的敬佩。敬佩归敬佩，但是文化差距不小。虽然没有统计，但估计移民美国的中国人中回归的比例在各国家的移民比例中应该是相当高的。一方面与大陆的...

Part One: Concept vs. Value: the Struggle of China’s Consumerism;

Part Two: Double Bureaucracies - Corporate and Government in China;

Part Three: No Reasons to Fail -Invest in the Fundamentals (to be followed)

　　Ubiquitous of Value
　　The definition on VALUE is vague for its wide coverage and dynamic interpretation. In finance, value is to do with growth of a business and its return on...

Against Gravity of the History – China’s Style

 

         China’s economic boom is the start of a new era of the world economy. It has less to do with China being anything special, but more about it is so representative of changing of the world economy, structurally different from even 30 years ago.  Although the market fundamentals will always be the same, the tsunami of new technology an...

点怒，顾名思义，稍触即能点起无名火，表现方式多以咆哮为主。在大庭广众之中，招众人眼目，而无所觉。在今下社会，我们四周，点怒频多，每天外面走，习以为常，多不再以理会，认为常理。

早上出门，一楼业主私拆凉台，筑新台，已有几日。物业终于带着几个四十好几的保安前来理论，业主高声喧嚷，理直气壮。上班路人继续前行，就连筑凉台的泥瓦匠也视争吵如无物，继续绕着保安忙着自己的活。

中午在一家尚有档次的快餐厅吃饭，...

去荷兰前，感觉中的她是郁金香、风车、阿姆斯特丹和梵高。虽然短暂停留，除了郁金香没赶上季节，其它都看了。不过纸上印象因为入了民俗很快有了改观。现在脑海中景象不断呈现的是绿色平坦大地上的绵阳、奶牛、大马、自行车、农地，和在农地间树木环绕的工厂。

欧洲虽然经历经济危机，作为欧元区的一员，荷兰所受到的冲击较小。荷兰语听上去与德语相似，且人民国家以及体制细节与德国相近。比利时是近邻，咫尺之遥。比利时更近法...

 

       2012年，美国和俄国两个国家总统的选战年，表象相似的民主，选民确有两样的热情。时间是有轮回，旋转中天翻地覆；但终会回到原点，看似多有不同，只是内里依然如故。

       美国选战从未停息过，几百年始终乐此不疲。两年一选众议员，四年一选总统，六年一选参议员。选完总统，选议员；选完议员，选州长；州有州议员加州长，国有国家议员加总统；先拼党内为得提名，再拼党外为夺权。此起彼伏，即使有短暂间隙，刀枪...

 

       四姨和姨夫都已经七十有几，生于抗战，历经解放、灾害、十年，再到现在大跃进的开放。夫妇两人颇具传统美德，适应世事能力强，中国天翻地覆几十载始终心静若水，埋头苦干，任自己小草在狂风骤雨中飘摇而无太多怨言。名校毕业，留京工作，“十年”时放逐偏远小县当中学教师，最终定居杭州，晚年也算安定，退休金能自足，只关心婆妈的家庭小事，甚少理会国家大事。间隙时，也能因为婆妈事引出些国家事来，情理中的问题，...

 

　　It is a natural tendency to explain current events based on the past experience. However, the current global economy is unprecedented and is navigating into grey territory especially in emerging markets. Thus, we always have to keep in mind that the fundamentals of, for instance, American and China are essentially different, both historically and contemporarily. 　　For QSR industry, has...

中国电影市场奇形发展到有趣的境界，大陆大市场甚至把原来生生火火的香港小市场给带偏离了方向。这里转贴一个‘转贴’的影评。张艺谋的‘英雄’敲响80/90年代电影创作的丧钟，也标记着电影创作者正式加入到和谐社会的既得利益者行列、正式奠基“二”电影时代的里程碑。当然，这‘二’也不是关二爷的‘二’。

转帖一个爆笑梨花体影评，也是mtime上的
　　是关二爷的“二”，不是二逼的“二”
　　作者：北京枫灵
　　看着一份...

The labor cost – the only “advantage” in China’s Quick Service Restaurant sector when the global economic integration plus unfavorable domestic business environment make it harder for new companies to take off in a ready market.

In China, KCF increased its revenues by 25% in 2009 and 28% in 2008 when it has already become the largest restaurant company in terms of numbers of stores and revenu...

To Buy Or Not To Buy -- Nothing in Between

       When play tennis, there is a clear line between someone who know how to play and someone who don’t. For people who know, there is a dynamic range of skill level, either a world champion or a beginner.  However, for people don’t get the essences of tennis playing, they basically spend most of time to pick up the ball.  That is also the case on ...

中国餐饮零售市场发展现今最大的障碍点在于房地产价格过高和城市规划发展过快和无序，今天的房子明天可能就给拆了，新建房子的出租价格立刻涨几倍，新建的社区要至少五年才可能成熟，培育期过长。翻看世界各个发达国家或者发展中国家，像中国这样大面积拆旧建新，彻底推倒过去生态结构、建立一个需要多年才能培养出来的新生态环境的国家确实不多。西班牙的城市里还保留着古罗马时代的城墙，美国上百年的房子星罗棋布，但是北京上海...

    中国的特色经济在很多地方与西方经济貌似神离，外国现有的东西我们拿过来用，尤其是第三产业的商业模式，看上去很好，道理简单，然而本地化过程非常困难，容易走偏。首先，国情相距甚远，法律产权各种规章管理制度等国家行政的基础保护不到位，甚至制约发展空间；加之缺失发展过程，一年追人家二十年，求面不求里，在软硬件条件都不具备的情况下就会产生异性模式出来；再加上中国房地产物价偏高，很多地方已经追上世界发达国家...