What Worries Me About Alibaba Long-Term (Asia Tech Strategy – Podcast 96)

This week’s podcast is about the recent political issues around China tech and Alibaba in particular. You can listen to this podcast here or at iTunes and Google Podcasts. —— Related articles: Can Foodpanda / Delivery Hero Get to Profitable Scale in On-Demand Food? (Asia Tech Strategy – Daily Lesson / Update) Meituan vs. Ctrip vs. Alibaba: […]

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How to Profit from Politics in China Tech (Asia Tech Strategy – Podcast 93)

This week’s podcast is about how to profit from political involvement in China tech. But really it is about how to think systematically about the role of the State. And about how to benefit from the State as the mother-of-all catalysts. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. You can sign-up for […]

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How to Assess Political Risk in China Tech (Asia Tech Strategy – Podcast 92)

This week’s podcast is about political risk in China tech, but really it is about how to think systematically about the role of the State. And about how to make investment decisions on uncertain terrains. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Here are five investment approaches to uncertain environments. How […]

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What I Don’t Like About Alibaba (Asia Tech Strategy – Daily Update)

There is a lot to like about Alibaba (from a strategy and competition perspective). Massive, almost unprecedented, competitive strength. It’s a complementary platform and a digital-physical hybrid. That puts it at the top of my competitive strength pyramid. It is riding the mother of all secular trends – the rising wealth of Chinese families. And […]

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