Can Meituan, Ctrip, or Alibaba Win Against Didi in China Ride Sharing? (Part 1 of 2)

In the last couple of months, several of China’s digital giants have jumped into ride-sharing. And this was a surprise, because with the exit of Uber it was believed that Didi Chuxing had that market pretty much locked up. And I think Didi thought this too – as they began focusing on international expansion. Generally […]

My 3 Rules for Chinese Digital Transformation and Disruption

Over the past three months, I’ve been doing a lot of talks to more traditional businesses (insurance companies, hospitals, chemical companies, express delivery companies) about how digitization is playing out in China. From these talks, I’ve sort of boiled my message down to the following three rules for Chinese digital transformation and disruption. Rule 1: […]

Meituan’s IPO and How Food Delivery Symbolizes 3 Big China Internet Trends

So Meituan is going public. And this is shortly after Chinese O2O food delivery company Baidu Waimai was sold to competitor Ele.me. Basically, the space is now dominated by two companies: Ele.me (Alibaba-owned/backed) and Meituan Waimai (Tencent-owned/backed). I think food delivery symbolizes three big trends happening. Trend 1: Convergence is continuing. China’s internet giants (Alibaba, […]

My Recommended China Reading – March 2018

Greetings from Peking University. I send out these lists about once a month. It’s the best China consumer and digital China reading I have come across (I read most everything). Plus some of my recent writing. So below are my recommended China articles and books for March 2018. I hope these are helpful and that […]

You Can Fight Alibaba and Baidu And Win – Evan Guo, CEO of Zhaopin (Video)

Zhaopin.com CEO Evan Guo has a fascinating view of China’s evolving internet ecosystem. He heads the leading online recruiting business in China (+140M active users). So he is riding the top of a very big wave. But Zhaopin is not part of Baidu, Alibaba, or Tencent. It is living in the spaces between these digital […]

Making Money As An Internet Company Is Sometimes A Mistake – Evan Guo, CEO of Zhaopin (Video)

Zhaopin.com CEO Evan Guo has a fascinating view of China’s evolving internet ecosystem. He heads the leading online recruiting business in China (+140M active users). So he is riding the top of a very big wave. But Zhaopin is not part of Baidu, Alibaba, or Tencent. It is living in the spaces between these digital […]

How Zhaopin Changed Into an Internet Company – Evan Guo, CEO of Zhaopin (Video)

Zhaopin.com CEO Evan Guo has a fascinating view of China’s evolving internet ecosystem. He heads the leading online recruiting business in China (+140M active users). So he is riding the top of a very big wave. But Zhaopin is not part of Baidu, Alibaba, or Tencent. It is living in the spaces between these digital […]