This is Part 2 of my diary of my weekend with Alibaba management during Singles’ Day 2017. In Part 1 (here), I talked about the initial meetings and going to the big gala on Friday night. If you’re looking for serious content, this is probably not your article. Visit to Hema supermarket – and thoughts […]
以下节选自我们《一小时读懂中国消费者》一书。 嘉士伯啤酒在中国市场不为人知却又异常精彩的故事（上）
以下内容摘自《一小时读懂中国消费者》一书。 “本故事开始于1999年，主角是在嘉士伯已工作多年的香港本土员工Sunny Wong。他于1987年加入嘉士伯，担任销售经理一职，多年来，几经升职，他最终成为了华北市场的总经理。
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 […]
已下内容节选自我们的新书《一小时读懂中国》，目前2017新版有售。 在第一部分，我们谈到了万科创始人王石早年的事迹。随着他20世纪80年代，在深圳所获得的一系列的成功，于1988年，他首次涉足房地产行业。正是这一步，改变了一切。
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 –——-
In recent articles (here, here, here), I laid out my take-aways from meetings with Alibaba management during Singles’ Day 2017. And I will be publishing some more serious business analysis on the competitive dynamics of “new retail” shortly. But today I am drinking on a beach in Thailand so I’m just going to ramble a bit about […]
在2007年的金融危机期间，花旗集团前首席执行官查尔斯·普林斯有一句名言：“就流动性而言，若音乐停止，事情就会变得复杂。但只要音乐响起，你就必须站起来跳舞。”
This is Part 3 in a series about my 3-4 day visit to JD – and what I learned from meetings with management. (Part 1 is here. Part 2 is here) After a fascinating tour of JD’s Beijing headquarters (see video below), our small group headed to the board room for meetings with various senior […]