Ruhnn Holding’s 3 Strategy Lessons for Digital Asia (Jeff’s Asia Tech Class – Daily Update)

Ruhnn Holding is a Chinese company that not many people follow. Based in Hangzhou, tied with Alibaba and vaguely described as a talent agency and/or social commerce company, it’s a strange animal. And it is currently being taken private and off the US exchanges (maybe). But the company is fascinating and has some really important […]

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Is Alibaba (or Another Chinese Company) Going to Buy Farfetch? (Jeff’s Asia Tech Class – Daily Update)

Luxury marketplace platform Farfetch has had a long courtship with JD, Alibaba and Chinese consumers. In the next update, I’ll go into my thoughts on Farfetch as a stand-alone company (basically, not good). But the more interesting questions for investors are: Is Farfetch going to get bought? What is the private market value to Chinese […]

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Forget the “Alibaba Ecosystem”. It’s About Collaboration-Based Industries and Business Models. (Jeff’s Asia Tech Class – Podcast 56)

  Correction: I had Michael Jacobides’ name incorrect throughout this episode. My apologies. Podcasting while sick may not have been my best idea.   This week’s podcast is about starting to take apart the fuzzy idea of ecosystems. We have clear frameworks for pipelines and platforms. And linkedin business models and complemntary platforms. But the […]

Adaptation, Innovation and Resilience at Alibaba. A Discussion with BCG’s Martin Reeves. (2 of 3) (Jeff’s Asia Tech Class – Podcast 48)

  This is Part 2 in a three part series about Alibaba and Ant Group. The focus was on Alibaba’s ability to continually adapt to new markets, consumer behaviors, technologies and opportunities. The idea of adaptability and innovation are increasingly discussed as key competitive abilities. Part 1 is here. Part 3 is here. To investigate […]