7 Questions for Alibaba on Singles’ Day (2 of 2)

This is Part 2 of my questions for Alibaba on Singles’ Day. Part 1 is located here. Question 5: What Are the Next Hard-to-Replicate Physical Assets? Alibaba is a competitive fortress. This comes from multiple factors like network effects, consumer habits, economies of scale (particularly in logistics), complementary platforms (especially in financial services), data advantages […]

7 Questions for Alibaba on Singles’ Day (1 of 2)

Singles’ Day is one of the biggest shopping events in the world, generating billions of dollars in sales for Alibaba. But as competition heats up and consumer behavior changes, Alibaba faces new challenges in maintaining its dominance. In this article, Jeff Towson asks 7 questions to Alibaba about Singles’ Day and explores how it has evolved over time.

My Predictions for Apple vs. Huawei in China (Tech Strategy – Podcast 178)

In the latest episode of the Tech Strategy podcast, Jeffrey Towson shares his predictions for the ongoing battle between Apple and Huawei in China. With both companies vying for market share and dominance in the world’s largest smartphone market, Towson offers insights on their strategies and what the future may hold. Listen now to stay ahead of the curve in the tech industry.

3 Forces Will Determine Apple’s Fate in China (Tech Strategy – Daily Article)

In this article, Jeff Towson discusses the three forces that will determine Apple’s fate in China’s tech strategy. These forces are: 1) The Chinese government’s push for self-sufficiency, 2) The rise of Chinese tech giants, and 3) The changing consumer preferences in China. Understanding these forces is crucial for companies to stay ahead of the competition in China’s tech market.

Understanding Hyper-Politicized China (Tech Strategy – Podcast 176)

In this episode of the Tech Strategy Podcast, Jeffrey Towson explores the hyper-politicized landscape of China’s tech industry. He delves into the implications of politics on China’s tech industry and provides insights on how to profit from political involvement in China tech. If you’re interested in understanding the intersection of politics and technology in China, this podcast is a must-listen. Tune in to gain a deeper understanding of hyper-politicized China and its impact on the tech industry.

TikTok, WeChat and the Need for an American Vision for Shaping Digital Information Flows.

A few years ago, I went to the WeChat Open Talk meeting in Guangzhou and founder Allen Zhang (see photo) gave a talk that really stuck with me. He talked about about the powerful role of information flows in society and life. And how the digitization of these information flows has created a situation where […]

Peter Zeihan and Why the “China Will Collapse” Narrative Is Soooo Stupid (Tech Strategy – Podcast 155)

China’s economy is facing a number of challenges, including an aging population, rising labor costs, and a slowdown in productivity growth. However, the country is also making progress on a number of fronts, such as investing in new technologies and expanding its global trade network. It remains to be seen whether China will be able to overcome these challenges and maintain its economic growth in the years to come.

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Where JD’s E-Space Is a Game Changer for Department Store Consumers and Brands (2 of 2) (Tech Strategy – Daily Article)

In this article, Jeffrey Towson delves into the 6 situations where JD’s E-Space is a game-changer for consumers and brands. He provides insightful analysis into the disruptive potential of JD’s E-Space in the Chinese retail sector, exploring its implications for new retail, ecommerce, and online-merge-offline strategies. If you’re interested in understanding the future of Chinese retail and the potential of JD’s E-Space, this article is a must-read.

4 Take-Aways from My Visit to JD’s E-Space (1 of 2) (Tech Strategy – Daily Article)

Join Jeff Towson as he shares 4 critical lessons learned from his visit to JD’s E-Space, one of the most talked-about innovations in e-commerce. Understand what sets JD apart in terms of consumer experience, supply chain, and technology. Essential reading for CEOs and Executives who want to stay ahead of the curve in the fast-paced world of e-commerce.

Alibaba, JD, and Secoo Are Still Struggling to Do Luxury / Fashion Ecommerce

In 2022, luxury e-commerce platform Secoo Holding Ltd filed for bankruptcy in Beijing. After 14 years of operations, this was a disappointing end to the largest luxury marketplace in the world’s largest luxury market. The company (founded by Li Rixue in 2008) grew out of a second-hand handbag shop. It went digital and found itself […]