This week’s podcast is about my discussion with Abel Deng, the CEO of Huawei Thailand. And about how the next generation of digital infrastructure is developing in SE Asia. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book: Moats and Marathons (Part 1): How to Build and Measure Competitive […]
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: […]
In my latest podcast, I teed up the idea that the State is not just a source of risk or uncertainty in China. It can also create tremendous economic value in companies. I referred to it as the “mother of all catalysts”. How to Profit from Politics in China Tech (Asia Tech Strategy – Podcast […]
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 […]
I did a podcast about how to assess the political risk of China tech. But really, I was talking about the Role of the State in different industries. How to Assess Political Risk in China Tech (Asia Tech Strategy – Podcast 92) But that was all about downside, which is important. What is more interesting […]
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 […]
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 […]
In this class, I talk about the role of the state as a key factor in certain industries and countries. This tends to be a fuzzy, uncomfortable aspect when it comes to analysis. But it is fairly common for government to act as both policeman and player. And it can often be easy to […]