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, speak and consult about digital strategy and transformation.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.
With my subscription newsletter, you will:
Get a deeper understanding of the strategies and business models of the best digital companies.
Get specific frameworks for measuring competitive advantage in digital businesses and for traditional businesses doing digital transformation.
Get an edge in predicting what is going to happen next and who is going to win.
Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.