Can Meituan, Ctrip, or Alibaba Win Against Didi in China Ride Sharing? (Video)

Some thoughts on the increasing competition in China ride-sharing. Plus stuff around the Philippines. Video is below and here. Youtube only. —– I write and speak about Chinese consumers and digital China. Music: Tobu – Colors Released by NCS…

My Recommended China Reading – August 2018

Greetings from Peking University. I am hiding out in Thailand for a week, one of my standard writing spots. Any suggestions for fun places to visit would be appreciated. It’s been a pretty great summer for digital China. Pinduoduo has launched upwards, catching the world’s attention. Meituan and Xiaomi are going public (so lots of […]

“Starbucks Plus Alibaba” Means Luckin Coffee Needs to Partner With JD or Tencent ASAP.

So Starbucks has launched a “new retail” strategic partnership with Alibaba. And in doing so they are leapfrogging to the front of digital and consumer China. Kudos. That’s impressive. And it’s pretty bad news for Luckin Coffee. The Alibaba-Starbucks deal, as announced, has three components: 1) A tie-in with for delivery. The statement from […]

4 Things People Are Getting Wrong About Meituan-Dianping, China’s Food Delivery Giant (Pt 2 of 3)

I recently visited the Meituan-Dianping headquarters in Beijing – and I summarized my 3 take-aways in Part 1. In this part (2 of 3), I’m going to argue against some of the common statements I hear about Meituan. This is what I think, in my mostly humble opinion, a lot of people are getting wrong. […]

Final Thoughts on My Visit to the Alibaba Global Leadership Academy (Pt 3 of 3)

I recently visited the Alibaba Global Leadership Academy (AGLA). In Part 1, I described my visit. In Part 2, I talked about the academy and some of its attendees (summary: it’s awesome). In this part, I have a few final thoughts on Hangzhou, AGLA and its executives. No big insights. Just some little stuff. *** […]