Alibaba is facing increasing political risks in China. In this podcast, Jeffrey Towson discusses the potential worst case scenario for Alibaba and provides 9 questions investors should ask themselves when considering an investment in the company.
Category Archives: Alibaba
Alibaba Takes Over Sun Art Retail. Is It Going to Take Off? Or Is It Infrastructure? (pt 1 of 2) (Asia Tech Strategy – Daily Update)
A subscriber suggested I look at Sun Art Retail as a potential investment opportunity. And, wow, thanks for that. There is a lot of fascinating stuff going on with this company. First, the basics of Sun Art. An Introduction to Sun Art Retail Group Founded in 2000, Sun Art is a leading Chinese retailer with […]
Can JD, Alibaba and New Retail Go International? My Interview With the CEO of JD Central Thailand. (Tech Strategy – Podcast 72)
In this episode of the Tech Strategy podcast, Jeffrey Towson interviews Vincent Yang, CEO of JD Central Thailand. They discuss the challenges and opportunities for Chinese e-commerce giants to expand internationally, such as the need to adapt to local cultures and regulations. Yang also shares his insights on the future of new retail in Asia, which he sees as a key trend that will shape the way people shop in the region.
Ruhnn Holding’s 3 Strategy Lessons for Digital Asia (Jeff’s Asia Tech Class – Daily Update)
Ruhnn Holding is a Chinese company that not many people follow. Based in Hangzhou, tied with Alibaba and vaguely described as a talent agency and/or social commerce company, it’s a strange animal. And it is currently being taken private and off the US exchanges (maybe). But the company is fascinating and has some really important […]
5 Things I Learned from Alibaba Vice-Chairman Joseph Tsai on Singles’ Day (Tech Strategy)
In this analysis, digital strategy consultant Jeffrey Towson shares five critical lessons from Alibaba Vice Chairman Joseph Tsai about the company’s Singles Day success. The discussion highlights Alibaba’s digital transformation strategy and its ability to scale massive consumer engagement. Key takeaways reveal how innovation and execution drive dominance in e-commerce.
Alibaba, Android and The Emerging Art of Ecosystem Management. (Tech Strategy – Podcast 57)
In this podcast, Jeffrey Towson discusses the emerging art of ecosystem management. He argues that ecosystems are more important than platforms in the digital economy, and that companies need to focus on orchestrating and managing their ecosystems in order to succeed. He compares Alibaba’s ecosystem to Android’s, and argues that both companies have been successful because they have created ecosystems that are open and collaborative.
Forget the “Alibaba Ecosystem”. It’s About Collaboration-Based Industries and Business Models. (Tech Strategy – Podcast 56)
In this podcast, Jeffrey Towson argues that the term “Alibaba ecosystem” is misleading, and that the company’s success is better explained by its focus on collaboration-based industries and business models. He discusses the importance of open and inclusive ecosystems, and provides examples of other companies that have been successful by following this approach. For example, Towson cites the success of Android, which has become the world’s most popular mobile operating system by creating an open and inclusive ecosystem that allows developers to create apps for a wide range of devices.
5 Trends That Will Power Digital China / Asia for the Next Decade (Tech Strategy – Podcast 54)
In this podcast, Jeffrey Towson discusses the five biggest trends in digital China and Asia for 2020-2030. These trends include the rise of smart devices, smart IoT logistics platforms, new manufacturing, smart cities, and digital finance. Towson believes that China and Asia will become the world’s largest and most innovative digital ecosystem in the next decade.
Jack Ma Finally Gets His Payday (Jeff’s Asia Tech Class – Daily Lesson / Update)
So Ant Group is getting ready to IPO and their filing has lots of interesting details about ownership and control. And the take-away is: Jack Ma is getting a big payday and is in control. The history of how Alipay (which became Ant) separated from Alibaba in 2011 is a big controversy. Alibaba sold Alipay […]
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The Fight Between Alibaba Cloud, AWS and Friedrich Hayek (Tech Strategy – Podcast 51)
In this podcast, Jeffrey Towson discusses the battle between Alibaba Cloud, AWS, and other cloud computing providers. He argues that the cloud computing market is still in its early stages, and that there is plenty of room for all players to grow. Towson believes that the winner of the cloud computing war will be the company that can best adapt to the changing needs of its customers.