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 http://youtube.com/tobuofficial Released by NCS https://www.youtube.com/NoCopyrightSo…

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. […]

美团、携程或阿里巴巴能否在中国网约车市场战胜滴滴(第1部分/共2部分)

过去几个月以来,中国的几家数字巨头企业先后闯入了网约车市场。这让人颇感意外,因为随着优步的退出,中国网约车市场必定将呈现出滴滴出行一家独大的局面。并且,我认为滴滴也抱有同样想法,因为它们目前正集中精力开拓国际市场。通常来说,只有在赢得中国市场后企业才会这么做。

4 Predictions for Meituan, Ctrip, and Alibaba vs. Didi in China Ride Sharing (Part 2 of 2)

In Part 1, I gave my explanation for why several of China’s digital giants (Meituan, Ctrip, Alibaba) have jumped into ride-sharing recently. In this part, I give my best answer to: Question 2: Can they win? Can they break into Didi’s ride-sharing business? My answer (thus far): They can definitely enter successfully. But winning long-term […]

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 […]