My Favorite China Reading – October 2018

Greetings from Peking University, I am back in Beijing after China’s big holiday week. I generally try to avoid the tourist craziness that happens every year at this time. In terms of digital China, the giants just keep accelerating and surprising everyone. Lots of interesting things happening in mobility (Didi) and new retail (JD) right […]

Meituan vs. Alibaba vs. Didi vs. Ctrip: Why China’s Internet Giants Are Colliding In Local Services (Pt 3 of 4)

This is Part 3 on my visit to the Meituan-Dianping headquarters in Beijing. Part 1 was my main take-aways. Part 2 was what I think people are getting wrong about Meituan. “Local services” has been a hot topic this year. And we have seen big local services moves by many of China’s digital giants. Tencent-backed […]

“星巴克联手阿里巴巴”意味着瑞幸咖啡需要尽快与京东或腾讯合作

星巴克已经与阿里巴巴建立起一种“新零售”形式的战略伙伴关系。通过此种方式他们已经快速进入了数字中国和消费中国的前沿,为人称道,令人赞叹。然而,这对于瑞幸咖啡而言却真的是个坏消息。

京东正在做的4件炫酷之事(京东总部观后感)

近期,我陪同一群欧洲学生参观了位于北京的京东总部。他们是都灵大学发起的 ChinaMed / TOChina 项目的一部分,这是一个中国和南欧之间的精彩交换项目。关于该项目我将推出更多介绍性文章。该项目的负责人是吉奥瓦尼·安多里诺(Giovanni Andorino)和弗朗西斯科·希尔维斯特里(Francesco Silvestri)。

4 Cool Things JD is Doing (My Thoughts From a Visit to JD HQ).

I recently accompanied a group of European students to JD headquarters in Beijing. They were part of the ChinaMed / TOChina program out of the University of Torino, which is a fantastic program connecting China and southern Europe. I will be writing more about that program shortly. It is run by Giovanni Andorino and Francesco […]

“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 Ele.me for delivery. The statement from […]