Disney is slightly different from the others in its concentration on theme parks and now retailing, compared to a focus on filmed entertainment by the others. That was certainly a smart move in the past, when movies and TV series were still tightly controlled under China's strict censorship policies. It still seems like a good strategy even today, due to the less controversial nature of such consumer products. But as Beijing relaxes its grip on filmed products as well, perhaps we'll see Disney launch its own major film production tie-up in the next year or two as its love affair with China and Shanghai grows.
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