Disney’s Beauty & the Beast Saga is About China & Malaysia – But Also About Emerging LGBT Asia

Disney’s Beauty and the Beast indefinite delay in Malaysia, due to its “exclusively gay moment”, has been lifted. Disney refused to release the movie in the country without it and Malaysia caved. Meanwhile, the movie has opened huge in China, with 100,000 reported screenings on its opening night. This constituted 43% of China’s screenings that […]

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My Favorite China Articles for January 2017

Greetings from Peking University in Beijing. I send out a monthly reading list with the best China articles (and books) I have come across. If you would like to be on this list, you can sign up at www.jeffreytowson.com. Also, if you come across any really great articles, please send them to me. Here’s my […]

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How Tmall Became a Midwife for Chinese Cross-Border M&A

In recent years, Taobao, Tmall and other online shopping sites have created a new way for Chinese consumers to buy foreign goods directly online. This new sales channel, commonly known as haitao, has, unsurprisingly, produced a surge in purchases of vitamins, milk powder and other products Chinese have already been buying on trips overseas. What […]

The Growing Supply-Demand Gap at the Center of Chinese Healthcare (Part 1 of 2)

Private health insurance is arguably both the biggest and the most vexing opportunity in China today. The need is clear. Increasingly wealthy Chinese consumers are growing increasingly frustrated with the public healthcare system. And still nascent private hospitals are struggling to find larger and more stable revenue flows. But while local and foreign insurers are […]

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What Airbnb Should Do Differently Than Uber in China

This is really Part 2 in a series of articles of how Chinese and Western platform businesses are increasingly competing. In Part 1, I laid out some basic theory for this (you can read here). Based on this thinking, I think Airbnb should do 6 things differently than Uber in China.: #1: Airbnb will need […]

Welcome to the US-China Platform Wars (Part 1)

In the past year, we have seen increasing collisions between leading Chinese and Western platform businesses. For example: In November, Chinese travel platform Ctrip announced its acquisition of UK-based fight search engine Skyscanner. This is part of a global expansion by Ctrip, which is bringing it (again) into competition with Expedia. Since buying Uber China, […]

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Three Forces Will Determine Disney’s Fate in China

One of the big stories of 2016 was the opening of Shanghai Disneyland, which went off without a hitch (well, except for the rain). Looking back, I mark the opening as the firing of the starter’s pistol in the race to become the “Disney of China”. In many other industries, this type of winner in […]

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Get Ready for Beijing – the +100M Person Mega-City

The emergence of Beijing as a +100M person mega-city is a pretty fascinating story. Some thoughts on where we are and what’s coming next. The economics of Beijing as a mega-city are already fantastic. The population of the Beijing-Tianjin-Hebei cluster (also called “Jing-Jin-Ji”) will be +100M people. And the economic output is already over 10% […]