Happy New Year,
2018 looks like its going to be a pretty big year for Chinese consumers and digital China. And as that’s kinda my thing, I’m pretty psyched. We’ll see.
Below are my favorite China articles and books for January (and some of mine).
– Articles –
I think this is an important move. The emergence of “instant apps” by WeChat and now Alipay is creating a second desktop on smartphones.
A stunning article about the investigation of a plane crash (not China related). I think it raises lots of important questions about how automation leads to the “deskilling” of professionals.
Gordon always has a unique take and great predictions for the year.
Walmart and JD have a cool grocery business in China. Ahead of the curve for “new retail”.
Still my favorite commercial about China. I think it captures the energy of it all.
– My Recent Articles –
I did a deep dive on why I think these bike-sharing companies have risen so quickly. Here’s also a video I did about it (here).
I spent 3-4 days at JD, visiting facilities and meeting with management.
I had great discussions with Alibaba mgmt about Singles’ Day.
How Carlsberg beer went into the West of China is a fantastic story. Great strategy lessons in this.
I write about the fight for Chinese consumers and digital China.