JD’s 4 Game-Changers in Chinese E-Commerce (Pt 2 of 5)

This is Part 2 in a series about my visit to JD and meetings with management. In Part 1 (located here), I talked about JD’s robotics, drones and autonomous vehicles initiatives. On day 2 of the visit, our group went to the new JD headquarters in Beijing’s southeastern Yizhuang district. They moved into this new […]


现在是11月11日下午6点,为期24小时的中国购物狂欢正如火如荼。 中国买家的购物交易额高达约10亿美元/小时。 每秒钟处理20万至30万份订单。 超过300万名物流人员处于高度戒备状态。

My Visit to JD Headquarters and What I Learned About China’s Retail Revolution (Pt 1 of 5)

I recently got invited to spend three days touring JD’s facilities in Beijing and Shanghai – and to meet with senior management. As someone who has been a fanboy of JD for a long time, I literally jumped at the opportunity. JD is one of the great China business stories. From its founding by Richard […]

5 Things I Learned from Alibaba President Michael Evans on Singles’ Day 2017 (Pt 1 of 3)

It’s 6pm November 11 and China’s 24 hour shopping extravaganza is in full swing. Chinese are buying stuff at about $1B in sales per hour. 200,000-300,000 orders are being processed per second. Over three million logistics staff are on high alert. It’s a nationwide frenzy. And Alibaba President Michael Evans has just sat down next […]

One Graphic Shows the Power of China Bike-Sharing (Mobike, Ofo)

Below and above is a graphic that shows the growth of bike trips taken vs. bikes deployed in a Chinese city of 8M people. The data was provided by Mobike but the exact city is not specified. Note how usage grows fairly linearly – and is proportional to the number of bikes deployed. I think […]