Alibaba is facing increasing political risks in China. In this podcast, Jeffrey Towson discusses the potential worst case scenario for Alibaba and provides 9 questions investors should ask themselves when considering an investment in the company.
Tag Archives: Digital China
Alibaba Takes Over Sun Art Retail. Is It Going to Take Off? Or Is It Infrastructure? (pt 1 of 2) (Asia Tech Strategy – Daily Update)
A subscriber suggested I look at Sun Art Retail as a potential investment opportunity. And, wow, thanks for that. There is a lot of fascinating stuff going on with this company. First, the basics of Sun Art. An Introduction to Sun Art Retail Group Founded in 2000, Sun Art is a leading Chinese retailer with […]
An Intro to Zhihu (ZH), the Small Giant of Learning Platforms (Tech Strategy – Daily Article)
I recently wrote about Baidu as an example of learning platforms (one of my five platform types). Located here, I said: “My definition for learning platforms has 4 key points: The primary purpose of the platform is to enable interactions between user groups within a greater ecosystem. It is, first and foremost, a platform business […]
Don’t Overvalue Cool China Tactics: Community Group Buying, Blind Boxes and Influencer Marketing. (Tech Strategy – Podcast 77)
In this podcast, Jeffrey Towson discusses the short-term tactics that are popular in China, such as community group buying, blind boxes and influencer marketing. He argues that investors should not overvalue these tactics, as they are not sustainable in the long term.
Don’t Overvalue Cool China Tactics: Community Group Buying, Blind Boxes and Influencer Marketing. (Tech Strategy – Podcast 77)
In this podcast, Jeffrey Towson discusses the short-term tactics that are popular in China, such as community group buying, blind boxes and influencer marketing. He argues that investors should not overvalue these tactics, as they are not sustainable in the long term.
Joy Spreader and How to Think About KOL / Influencer Marketing (Tech Strategy – Daily Article)
At the suggestion of a subscriber, I looked at Joy Spreader Interactive Technologies. It is a digital marketing company that rose on the back of China’s recent KOL / influencer frenzy. Joy Spreader itself is not that interesting of a company. And, to be blunt, there is very little I like about it from a […]
To access this post, you must log in as a member, purchase Subscriptions.
Baidu Is Externalizing and Exploiting AI. But It’s All About Cloud. (Pt 3 of 3) (Asia Tech Strategy – Daily Update)
In Part 1 and Part 2, I laid out Baidu’s core search engine and some of the complexities that have evolved in search over time. I have three strategy questions for Baidu going forward: How competitive will a stand-alone search engine be against China’s larger digital giants over time? Can Baidu create a second large […]
Baidu Is Externalizing and Exploiting AI. But It’s All About Cloud. (3 of 3) (Tech Strategy – Daily Article)
In Part 1 and Part 2, I laid out Baidu’s core search engine and some of the complexities that have evolved in search over time. I have three strategy questions for Baidu going forward: How competitive will a stand-alone search engine be against China’s larger digital giants over time? Can Baidu create a second large […]
Can Baidu Thrive As a Stand-Alone Search Engine? (Tech Strategy – Podcast 76)
In this podcast, Jeffrey Towson discusses Baidu’s key strategic questions, including its best growth opportunity, whether it needed to go into content, and how it can compete in the attention market. He argues that Baidu’s best growth opportunity is in the cloud, but that it needs to be careful not to overextend itself. He also believes that Baidu needs to focus on its core search business and not get distracted by other ventures.
Can Baidu Thrive As a Stand-Alone Search Engine? (Tech Strategy – Podcast 76)
In this podcast, Jeffrey Towson discusses Baidu’s key strategic questions, including its best growth opportunity, whether it needed to go into content, and how it can compete in the attention market. He argues that Baidu’s best growth opportunity is in the cloud, but that it needs to be careful not to overextend itself. He also believes that Baidu needs to focus on its core search business and not get distracted by other ventures.