An Update on Alibaba’s Growth Engines (Asia Tech Strategy – Daily Lesson / Update)

Alibaba just released its 2021 financials, along with management commentary. I don’t usually cover earnings announcements but I thought it was worth doing a quick update on status of their growth strategies. I wrote about Alibaba’s 11 growth strategies in the fall of 2020. At their investors day, management laid them out in pretty good […]

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Alibaba and Cainiao’s Next Really Big Move: An Intelligent IoT Logistics Network (Pt 2 of 2)

In Part 1 (Why the #1 Business Solution to Coronavirus in China Is Live Streaming, Especially Taobao Live), I argued three big things are happening in digital China right now. Covid19 is radically altering the behavior of hundreds of millions of consumers (and businesses), resulting in what is being called the quarantine economy. Everyone is […]