Will JD Logistics Become An Ecosystem? (2 of 2) (Asia Tech Strategy – Daily Update)

In Part 1, I described JD Logistics (JDL) as being three things. A unique capability that parent JD can leverage in its retail and marketplace businesses. Note: This is basically the same playbook as Coupang and Amazon. A service business that does “integrated logistics”. A logistics network that may become an operating system or ecosystem. […]

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Digital Economics II: Why Pricing Is Getting Both Complicated and Critical. (Jeff’s Asia Tech Class – Podcast 53)

  This podcast is more about the strange but important economics of digital. And on pricing, in particular. It is becoming increasingly complicated with bundling, switching costs and platform business models. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Related podcasts and articles: Review: The Sexy But Dangerous Economics […]

The Government Made China the Global Market for High Speed Rail – Jeongmin Seong, McKinsey & Co (Video)

Jeongmin Seong is a Senior Fellow at the McKinsey Global Institute. His recent research has focused on technology, innovation and China’s economic transition. He recently gave a lecture at Peking University about innovation. My apologies for the poor camera work on this video. By Professors Jeffrey Towson and Jonathan Woetzel of Peking University Guanghua School […]

Why Chinese Manufacturing is Stronger Than Ever – Jeongmin Seong, McKinsey & Co China (Video)

Jeongmin Seong is a Senior Fellow at the McKinsey Global Institute. His recent research has focused on technology, innovation and China’s economic transition. He recently gave a lecture at Peking University about innovation. My apologies for the poor camera work on this video. By Professors Jeffrey Towson and Jonathan Woetzel of Peking University Guanghua School […]

How China Rates Against McKinsey’s 4 Innovation Archetypes – Jeongmin Seong, McKinsey & Co China

Jeongmin Seong is a Senior Fellow at the McKinsey Global Institute. Jeongmin’s recent research has focused on technology, innovation and China’s economic transition. He recently gave a lecture at Peking University about innovation. My apologies for the poor camera work on this video. By Professors Jeffrey Towson and Jonathan Woetzel of Peking University Guanghua School […]

China Can Innovate Big Time

*The following is an excerpt from our new One Hour China Contrarian Book (which is available here.). “Jonathan Woetzel (McKinsey & Co, Peking University) and I have written three speed-read China books together. In this latest one, we have put together a collection of our essays that basically make four main contrarian points. These are: […]