Asia Tech Strategy

A podcast and subscription newsletter on competitive advantage in digital businesses - and the strategies of China / Asia tech companies


My New Book “Moats and Marathons” Is Now Out

  • Part 1 is available on Amazon here.

  • Part 2 will be available in January.

"After only a few months as a subscriber, my mindset as an investor changed. I understood digital platforms and how to analyse them. The amazing performance of my portfolio this year was recognized by the Thai investor community and I was invited to be one of the speakers at the Global Investment Forum. This is an amazing experience for me and I give credit to Jeff for this."
Dan Chanamet
"Jeff’s class gives me a huge edge as a tech investor, since digital businesses are so different from non-digital. Finding and understanding digital winners like Sea Limited, Mercado Libre and Carvana was easy."
Mads Christiansen
"Becoming a subscriber totally opened my eyes. Jeff's expertise in Asian technology, platforms and digital strategy is very unique. I always learn something new and look forward to listening to his podcast every week."
Chal Chalermdej
Value Investor

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A bit about me

Jeffrey Towson 陶迅

I write, speak and teach about digital China and the rising Asian economies. Over the past +9 years, I have given talks to thousands of executives at companies such as Alibaba, ICBC, Adidas and DHL. 

And I have taught thousands of MBA students and executives at schools like Peking University, CEIBS and Cambridge University. My students and executives have been about 50% Chinese and 50% from around the world. Attending from everywhere from China and Indonesia to the USA and the UK.

I have two main goals for my subscribers:

To get deeper insights into the leading digital companies of China and Asia

Companies like Alibaba, Tencent, Didi, JD, GoJek, Grab and others are the frontier of digital Asia. They are disrupting China / Asia business and are pioneering new digital tools, strategies and business models that are increasingly being copied by companies in the US, Europe, Africa and Latin America. Note: Mark Zuckerberg’s ambitious new plan for Facebook is basically a copy of WeChat.

To become experts in competitive advantage in digital businesses

We are seeing new digital tools (software, hardware, data technology) rapidly being adopted in industry after industry. They are creating new capabilities and business models – and are changing the ways you win and lose in business. Software is, in fact, eating the world.

This means understanding 30-40 important digital concepts that shape business models and strategy. I lay these out in the above chart for digital strategy.

Who is my subscription newsletter for?


Note: For those who are executives and MBAs (i.e., not primarily investors), I am creating a series of classes on digital strategy that can be taken online. These will tie to the content of the podcast and newsletter. It’s on the way.

Important: None of this content (podcasts, emails, articles) is investment advice. Do not take it as investment advice. Me and any guests may get the numbers or information wrong. The views expressed may no longer be relevant. Investing is risky. Consult an investment advisor and/or do your own research.


Have any questions? Find the answers below.

Absolutely not.

None of this content (podcasts, emails, articles) is investment advice. Do not take it as investment advice. Me and any guests may get the numbers or information wrong. The views expressed may no longer be relevant. Investing is risky. Consult an investment advisor and/or do your own research.


Definitely. If you are working in a digital / tech company, the content should help you advance your thinking. Similarly, if you are aspiring to be a founder, understanding these companies is important. Executives working in areas like retail, transportation, media, communications, and logistics can also really benefit.

Just an email address and a smartphone. The content is delivered via podcast (iTunes) and emailed articles. And all are available at

I am a CEIBS professor, best-selling author and keynote speaker. My writing and speaking are on digital China and Asia’s latest technology trends.

I am (patting myself of the back here) one of the most followed professors in China (+3.1M followers on LinkedIn). I am routinely cited as a global influencer by companies such as Huawei and Alibaba.

I was previously Head of Direct Investments for Middle East North Africa and Asia Pacific for Prince Alwaleed, nicknamed by Time magazine the “Arabian Warren Buffett”.

I teach investment and digital strategy in semester-long courses at universities. And at executive education sessions. This subscription newsletter is different in two ways:

  • It has much more content, which is spread out over a longer period of time.
  • It is much more affordable. Executive education and MBA courses usually cost tens of thousands of USD.

Reimbursement policies differ from company to company. But many have a yearly budget for employees to invest in professional development, books, continuing education, conferences and online courses. Talk to your manager if your company will reimburse you for this course.

After a year of doing the class, there were really two different groups of subscribers: investors and those looking for education and self-improvement. I realized I wasn’t really serving either group terribly well and I decided to make specialized services for each group.

So the newsletter subscription and podcast (and coming discussion forums) is for investors.

And I am launching a series of classes on digital strategy for those looking for education and self-improvement. More on this later.

I think this should make everyone more satisfied in the long-term. 🙂

Reach out to with any other questions.

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