In this podcast, Jeffrey Towson discusses how to assess political risk in China tech. He shares his insights on how to identify companies that are likely to be affected by government policies, and how to manage risk in this uncertain environment.
Category Archives: Role of the State
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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What TikTok Can Learn From Huawei About the Role of the State (Tech Strategy – Podcast 39)
In this podcast, Jeffrey Towson discusses how TikTok can learn from Huawei about the role of the state in China. He argues that TikTok needs to build relationships with key government officials and understand the regulatory environment in order to be successful in China. Towson also believes that TikTok can benefit from Huawei’s experience in dealing with foreign governments.