Alibaba to Lazada: The Stunning Future of Interconnected Asia (Jeff’s Asia Tech Class – Podcast 25)


In this class, I talk about Lazada, the SE Asia ecommerce champion. And about how Asia is both at scale and increasingly interconnected.

You can listen here or at iTunes, Google Podcasts and Himalaya.

Podcast on the future of digital is located here.

The McKinsey Global Institute papers about the future of asia are here.

Note: The term emerging markets was coined by Antoine Van Agtmael, author of The Emerging Markets Century: How a New Breed of World-Class Companies Is Overtaking the World

Companies for this class:

  • Lazada


I write and speak about digital competition and China / Asia’s leading tech companies.

My book Moats and Marathons details how to measure competitive advantage in digital businesses.

I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.

My subscription newsletter offers:

Deeper insights into the strategies of the tech giants of China / Asia. I help investors see around the corner – both with tech giants and rising companies.​

See the big picture. Get a better understanding of Asia’s digital ecosystem. What are the important tech themes? What will the future look like? Where to hunt for opportunities?​

A unique view from on the ground of digital China / Asia.

Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.

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