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Will Alibaba, Tencent, or Wanda Win in Chinese Entertainment? (Pt 1 of 2)

Alibaba Pictures and Tencent Pictures are two companies I keep a close eye on. They are very well positioned to win big in Chinese entertainment. And they are making unconventional moves in an industry that is both emerging and being disrupted at the same time. I recently spoke with a colleague at Alibaba Pictures. It […]

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My Favorite China Articles for March 2017

Greetings from Peking University in Beijing. It has been an amazing month. Lots of big developments in US-China business. And, in a crazy bit of luck, I ended up talking with Warren Buffett for a couple of hours over lunch – which I have written up in the articles below. Cheers, Jeff – Articles – Grocery […]

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How Alibaba Pictures is Disrupting Chinese Entertainment

Two years into Alibaba’s push into entertainment, its movie arm, Alibaba Pictures, has a growing pipeline of produced and acquired content. It is regularly doing domestic and Hollywood deals in film production, financing and distribution. And it is making unconventional moves in cinema software, online videos, ticketing apps and film crowdfunding. Putting it together, the […]

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How Hype and Greed Are Ruining Chinese Bike-Sharing (i.e., Mobike and Ofo)

During the 2007 financial crisis, former Citigroup CEO Charles Prince famously said: “When the music stops, in terms of liquidity, things will be complicated. But as long as the music is playing, you’ve got to get up and dance.” Looking at the bike-sharing business in China today, you see a lot of such dancing. You […]

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I Took 20 Chinese Students to Meet Warren Buffett. Here’s What Happened (Pt. 4 of 4)

In February 2017, I chaperoned 20 business students from Peking University to meet Warren Buffett in Omaha. It turned out to be a once-in-a-lifetime trip, an investment pilgrimage of sorts. In 4 articles, I document what happened and what we learned. I have included a lot of detail, especially on the Berkshire companies we visited […]

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My Visit to Oriental DreamWorks – And Why Animation and Creativity is Booming in China

Of the 19 million students in Chinese universities in 2009, over 1 million were studying art and design. Think about that number for a moment. One million students studying painting, design and other creative arts. That is larger than the student populations studying chemistry, law, or economics. Fast forward to today, these students have entered the workforce and […]

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My 5 Predictions for Chinese Consumers in 2017 – And the Results So Far

In the past 2 years, Chinese consumers have arrived as a global economic force. And this is really just the beginning. We are going to see an increasing impact by these consumers on business going-forward. At the start of 2017, I made 5 predictions for Chinese consumers. We are about halfway, so here is how it is […]

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My Favorite China Articles for January 2017

Greetings from Peking University in Beijing. I send out a monthly reading list with the best China articles (and books) I have come across. If you would like to be on this list, you can sign up at www.jeffreytowson.com. Also, if you come across any really great articles, please send them to me. Here’s my […]

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What Airbnb Should Do Differently Than Uber in China

In the previous article (you can read here), I laid out some basic theory for how platform businesses compete. Based on this thinking, I think Airbnb should do 6 things differently than Uber in China.: #1: Airbnb will need to crack the code for Chinese home-sharing. Unlike in ride-sharing and taxi-hailing, the right services and […]

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Three Forces Will Determine Disney’s Fate in China

One of the big stories of 2016 was the opening of Shanghai Disneyland, which went off without a hitch (well, except for the rain). Looking back, I mark the opening as the firing of the starter’s pistol in the race to become the “Disney of China”. In many other industries, this type of winner in […]