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 […]

Uptrading and Premiumization are Driving Chinese Consumption – Daniel Zipser, McKinsey & Co China (Video)

Daniel Zipser is a Senior Partner at McKinsey & Co and is based in Shanghai. He leads the Consumer Packaged Goods and Retail Practices in Greater China. He recently gave a lecture at Peking University about Chinese consumers. My apologies for the poor camera work on this video. Think of it like a podcast. By […]

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 […]

What Brazil and Other Developing Economies Can Learn From China

I’ve spent the last couple of weeks in Brazil, touring around giving talks. Joseph Teperman of Inniti has been awesome in coordinating visits for me in Sao Paolo, Florianopolis, Belo Horizonte, Vitoria and Porto Alegre. And I got to meet some great folk at the Instituto de Lideres. It was a fantastic trip. One of […]

我带领20名北大学子(再次)与沃伦·巴菲特共进午餐(第3部分,共4部分)

本文是我与20名北大学子到奥马哈一行的第三篇系列文章。在第1部分,我讲述了我们上午对内布拉斯加家具卖场进行参观的情况。在第2部分,我详细阐述了巴菲特问答会和我们一起共进午餐的有关情况。无需赘言,在此之后学生们相当兴奋,激动之情溢于言表。之后,我们又参观了伯克希尔的其他公司