Alibaba

What Worries Me About Alibaba Long-Term (Tech Strategy – Podcast 96)

In this podcast, Jeffrey Towson discusses his concerns about Alibaba’s long-term prospects. He argues that the company is facing increasing competition from domestic rivals, regulatory scrutiny, and a slowing Chinese economy. He believes that Alibaba will need to make some significant changes in order to remain competitive in the years to come.

4 Reasons Why Didi and Ctrip Should Merge (Tech Strategy – Podcast 95)

In this podcast, Jeffrey Towson discusses 4 reasons why Didi and Ctrip should merge. He argues that a merger would create a more dominant player in the Chinese travel market, allow the companies to better compete with global rivals, and save money on costs. Towson believes that a merger is the best way for Didi and Ctrip to achieve their long-term goals.

4 Reasons Why Didi and Ctrip Should Merge (Tech Strategy – Podcast 95)

In this podcast, Jeffrey Towson discusses 4 reasons why Didi and Ctrip should merge. He argues that a merger would create a more dominant player in the Chinese travel market, allow the companies to better compete with global rivals, and save money on costs. Towson believes that a merger is the best way for Didi and Ctrip to achieve their long-term goals.

China Discussion with Kevin O’Leary. Plus Foodpanda, Digital Basics and the Standard Digital Playbook. (Asia Tech Strategy – Podcast 94)

In this podcast, Jeffrey Towson and Kevin O’Leary discuss China’s digital economy. They talk about the role of the state in China tech, the standard digital playbook, and Foodpanda’s growth strategy. Towson believes that China is the most important market for digital businesses in the world, and O’Leary is bullish on the future of China tech.

How to Assess Political Risk in China Tech (Tech Strategy – Podcast 92)

In this podcast, Jeffrey Towson discusses how to assess political risk in China tech. He shares his insights on how to identify companies that are likely to be affected by government policies, and how to manage risk in this uncertain environment.