A group of 15 of us were invited to spend the day with Alibaba behind the scenes for Singles’ Day 2017. Here are some final thoughts from Martin Newman of Practicology, Kitty Fox of IDC China and Daniel Zipser and Jonathan Woetzel of McKinsey China. For more on the day, see my articles below: Part […]
This is Part 4 in a series about what I learned on a 3-4 day visit to JD’s facilities in Beijing and Shanghai – and from meetings with management. Part 1 is here. Part 2 is here. Part 3 is here. On day 2 of the trip, our group went to the JD headquarters in […]
It’s a big question. Are these two bike-sharing giants going to merge? The short answer is it depends on whether Didi wants it. Outside of that, I think it mostly depends on the success of the international expansion and availability of capital. My argument is below. Cheers, Jeff –——-
I recently got invited to spend three days touring JD’s facilities in Beijing and Shanghai – and to meet with senior management. As someone who has been a fanboy of JD for a long time, I literally jumped at the opportunity. JD is one of the great China business stories. From its founding by Richard […]
此为大卫•斯特恩与NBA在中国取得巨大成功的三部曲之三。第2部分在这里 “到2004和2005年，NBA中国和姚明已开始在美中两国媒体占据独特的地位。西方品牌发现它们可以借助NBA覆盖数百万中国人。同样地，寻求走向世界的中国公司也发现通过NBA球赛上的广告可以同时覆盖中西方观众。甚至以国内为主要市场的中国公司也意识到它们在美国赛场上的广告可以吸引中国消费者。举例来讲，尽管燕京啤酒的产品并不在美国销售，但它仍然会购买NBA休斯敦球赛的场边广告。NBA几乎完全成为一个独特的美中广告平台。”
此为大卫•斯特恩与NBA在中国取得巨大成功的三部曲之二。第1部分在这里. “中国观众在20世纪90年代观看篮球赛和美国人在60年代收看艾德·苏利文秀有异曲同工之处。不是因为艾德·苏利文长得特别好看，美国观众才爱看他。其实他在电视上的样子真的不好看。大部分美国人追捧他，只不过是因为当时一共只有3个电视台，他就出现在其中之一。”
In the past 2 years, Chinese consumers have arrived as a global economic force. And this is really just the beginning. We are going to see an increasing impact by these consumers on business going-forward. At the start of 2017, I made 5 predictions for Chinese consumers. Listed below. Here’s what happened. Prediction 1: Chinese consumers (particularly […]
将全世界抽烟最多的6.5亿人口放到世界上污染最严重的城市，会发生什么？二十多年后又会如何呢？ 如此，我们将得到2000万超级烟民。他们吸进的致癌物可能创人类历史记录。我把这群人叫做中国的“老烟枪”。 我是这么算的：
已下内容节选自我们的新书《一小时读懂中国》。 “我和华强森博士(Jonathan Woetzel)（麦肯锡，北京大学）一共写过3本有关中国的速读书籍。这是最新的一本，书中精心收录了我们的一系列文章，主要体现以下四个独到的观点：
本篇实际上是“中西平台贸易之争日趋激烈”系列文章的第二篇。在第一篇文章中，我谈了几个基本的理论问题。在此基础上，我认为空中食宿应当从以下六个方面着手，避免重蹈优步在中国的覆辙：