Pinduoduo (PDD) has really stood out in digital – both for its ability to break into a market dominated by Alibaba and JD and for the stunning speed of its growth. Founded in 2015, PDD has grown to +800M users in six years. It grew to +$9B in revenue. Upon reaching a +$100B market cap, […]
Tag Archives: Digital China
My Playbook for China Digital Health: Only Do Direct to Consumer. (Asia Tech Strategy – Daily Lesson / Update)
I have been re-assessing my focus in China tech. The tech giants are now, likely perpetually, on the government’s radar. That will likely create more freedom to grow for the medium companies. Health tech has just moved much higher on my list. Health tech was a big deal in China in 2015-2016. Tons of PE […]
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 Profit from Politics in China Tech (Tech Strategy – Podcast 93)
In this podcast, Jeffrey Towson discusses how to profit from political involvement in China tech. He shares his insights on how to identify companies that are likely to benefit from government policies, and how to manage risk in this uncertain environment.
How to Profit from China Politics. Think Suntech and State Catalysts. (Tech Strategy – Daily Article)
I did a podcast about how to assess the political risk of China tech. But really, I was talking about the Role of the State in different industries. How to Assess Political Risk in China Tech (Asia Tech Strategy – Podcast 92) But that was all about downside, which is important. What is more interesting […]
Ctrip vs. Meituan: Is Covid a Tourism Buying Opportunity? (Asia Tech Strategy – Daily Lesson / Update)
I was mulling over investing in Expedia during the beginning of the pandemic. It made sense that travel would take a hit for a couple of years. And then it would likely come back. Plus, digital marketplaces are good at scaling up and down. But I didn’t buy as I feel more comfortable with Asia […]
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.