In the previous article, I addressed how the international tire makers’ profitability in China might be threatened by greater availability of consumer data on tires. This article looks at the situation of China’s tire makers and how that might change in the coming decade or so. Falling prices China’s tire industry is probably the most
I’ve spent a lot of time talking to people in China these last couple of months, and the mood is not happy. First, they are dealing with a downturn in the domestic truck market; second there is the issue of widespread tariffs against Chinese-made tires and third the question of land prices. The prospect of
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