王石与中国万科的故事(第二部分)

已下内容节选自我们的新书《一小时读懂中国》,目前2017新版有售。 在第一部分,我们谈到了万科创始人王石早年的事迹。随着他20世纪80年代,在深圳所获得的一系列的成功,于1988年,他首次涉足房地产行业。正是这一步,改变了一切。

王石与中国万科的故事(第一部分)

已下内容节选自我们的新书《一小时读懂中国》,目前2017新版有售。 “中国万科是一家房地产公司,西方国家无一家房地产公司可与其媲美。其收益超过美国四大房地产开发商收益之和。它所建的公寓数量,在历史上没有一家公司可与其相抗衡。万科的创始人——王石,是全球最大的房地产开发商。对数百万奋斗中的中国人而言,王石决定着他们人生中的重要时刻——购买自己的第一个家。

Why JD’s Automation Plan Is Both Better and More Difficult Than Everyone Thinks (Pt 4 of 5)

This is Part 4 in a series about what I learned on a 3-4 day visit to JD’s facilities in Beijing and Shanghai – and from meetings with management. Part 1 is here. Part 2 is here. Part 3 is here. On day 2 of the trip, our group went to the JD headquarters in […]

中国公司在国内外市场“所向披靡”

*以下内容摘选自最新版的《一小时读懂中国》(One Hour China Contrarian Book)一书。 “我和华强森(Jonathan Woetzel,就职于麦肯锡咨询公司和北京大学)已共同撰写了三本速读书。在最新的一本书中,我们收集了一系列文章,主要提出了四大不同的观点,它们是:

Will Mobike and Ofo Merge?

It’s a big question. Are these two bike-sharing giants going to merge? The short answer is it depends on whether Didi wants it. Outside of that, I think it mostly depends on the success of the international expansion and availability of capital. My argument is below. Cheers, Jeff –——- I write and speak about the fight […]

Recollections and Fun Stuff From My Weekend With Alibaba (Pt 1 of 2)

In recent articles (here, here, here), I laid out my take-aways from meetings with Alibaba management during Singles’ Day 2017. And I will be publishing some more serious business analysis on the competitive dynamics of “new retail” shortly. But today I am drinking on a beach in Thailand so I’m just going to ramble a bit about […]

What I Learned from JD Mgmt About China’s Crazy E-Commerce Growth (Pt 3 of 5)

This is Part 3 in a series about my 3-4 day visit to JD – and what I learned from meetings with management. (Part 1 is here. Part 2 is here) After a fascinating tour of JD’s Beijing headquarters (see video below), our small group headed to the board room for meetings with various senior […]