M&A in China: Considering Coke's Failure and the M&A Market

This week's topic is, "M&A in China: Considering Coke's Failure and the M&A Market". So, what do you all think? What questions do you want to ask about the deal? What do the events surrounding the failed offering suggest of China's domestic regulation? Internationally, how are Chinese back M&A deals received?

When: Tuesday, April 7th at 7:30pm

Where: City Shop Pan Yu Lu

It is thought that most people will purchase a tea/coffee as City Shop have kindly allowed us to use the cafe at no extra cost. But, saying this we understand that students have budgets!

Suggested Reading

Coke-Huiyuan Deal (Pick one or two to read)

1. Coke's Juicy Deal. Coke's announcement for a $2.4bn bid to take over China Huiyuan Juice is assessed in The China Economic Review. Just before the deal was vetoed, Coke announced to increase investment in China by another $2bn on top of the Huiyuan deal.

2. What did they know that Coke doesn't? Did China's regulators save Coke from an over-juiced deal? WSJ Online. (How China rejected the Coke-Huiyuan Deal. WSJ Online.)

3. Hard to Swallow. China's indicates the real targets for it's anti-monopoly law. The Economist.

China M&A Market

1. In 2003 the Peoples Daily reported that China's M&A Market would "bloom" in five years (click here), in 2008 it was confirmed in a follow up article: China's M&A Market Grows by 225% in Q2 (2008). Peoples Daily Online.

2. China's Overseas M&A Challenge. Asia Times Online.

Optional Reading

1. China's Cross Boarder M&A. Zero2IPO.

2. Happy Days for Tapping into China's M&A Niche. FT Online.

Energy: The Impact on China's Environment

This week's topic is, "Energy: The Impact on China's Environment". This is Part II of our Energy and the Environment talks.

When: Tuesday, March 31st at 7:30pm
Where: City Shop Pan Yu Lu

It is thought that most people will purchase a tea/coffee as City Shop have kindly allowed us to use the cafe at no extra cost. But, saying this we understand that students have budgets!

Readings

1. Chocking on Growth. A series of articles and multimedia examining the impact of China’s epic pollution crisis. Articles, videos, photography and an interactive map. For the Chinese translation click here. New York Times.

2. Environmental Consequences of Rising Energy Use in China. To download the PDF click here. A long document, so pick and chose what you read for Tuesday. The Lowy Institute for International Policy and The Brookings Institution.

3. Green Dragon: China's Clean - Energy Revolution. WSJ Environmental Capital Blog. For the Chinese WSJ see, http://chinese.wsj.com/gb/index.asp.

Optional

4. City of Dreams. A Chinese eco-city, but it is still on the drawing board. What might be on the horizon to lessen the impact on the environment. The Economist.

5. China's Elephants Feel the Squeeze. An article demonstrating the impact of Energy and alike on the Environment. Al Jazeera.


Resources

1. China's Green Beat. This is a fascinating project established by two friends from China and America. The videos can be found easily on YouTube about all of the topics covered (for an example click here).

2. chinaenvironmentallaw.com is a discussion on China's Environmental and Energy laws, regulations and policies.

3. Environmental Capital is a blog site hosted by the Wall Street Journal (WSJ) commenting on the business of the environment. For the Chinese WSJ see, http://chinese.wsj.com/gb/index.asp.

China Energy

This week's topic is, "China Energy."

When: Tuesday, March 24th at 7:30pm
Where: City Shop Panyu Lu

Readings

1. "China's Future in an Energy-Constrained World?" Energy Trends.
2. Link to PDF Download: "China's Role in World Energy," Nottingham University.
3. "Satisfying China's Demand for Energy," BBC.

Optional

1. Link to PDF Download: "China Energy: Guide for the Perplexed," China Balance Sheet. Pages 4-37 provide a stellar overview of energy issues, with many informative graphs and charts.
2. Link to PDF Download: "China's "New" Energy Adminstration," China Business Review. The author, Erica Downs, is one of the West's leading experts on China's energy policy, particularly with regards to oil.
   
3. Link to PDF Download: "Managing China-U.S. Energy Competition in the Middle East," The Washington Quarterly. Co-author Jeffrey Bader is President Obama's Senior China Advisor.

From last week's US-China Discussion

1. Link to PDF Download: "China Policy Under and Obama Administration," The China Brief. As promised, in English and Chinese.
   

New beginnings? China-US Relations under Obama

This week's topic is, "New beginnings? China-US Relations under Obama."

When: Tuesday, March 17th at 7:30pm
Where: City Shop Panyu Lu The expectation is that everyone purchases a small drink or snack.

Readings (Kept short this week, due to the late notice.)

1. "Will US-China Relations Sink or Swim?" The Guardian.
2. "US, China Seek Healthier Relationship," WSJ.
3. "US-China Relations Under the Obama Administration," Stanford Review.

China and International Trade

This week's topic is, "China and International Trade." Potential lines of discussion include: regional factors, tariffs and non-tariff barriers, and trade disputes.

When: Tuesday, March 10th at 7:30pm
Where: City Shop Panyu Lu The expectation is that everyone purchases a small drink or snack.

Readings (Listed in order of importance, please read as far as you can.)

1. "US-China and China-World Trade Statistics," USBC.
   
2. "China Trade Surplus Widens In January," WSJ.
3. "China's Quest for Resources: No Strings," The Economist.
   
4. At one point, we will break up into five smaller groups to discuss China's trade with specific regions: 1) Asia and Oceania; 2) Europe and Russia; 3) Africa; 4) Middle East and Central Asia; and 5) the Americas. Select one group and consider/research the nature of China's trade relationship with that region.
   

Optional

1. "A Textile Capital of China is Hobbled by a Downturn Gone Global," NYT.
2. "Is Protectionism a Threat to the World Economy?," The Economic Observer Online.
3. "China's WTO Envoy: Protectionism Will Protect No One," Xinhua.