Ping An is the quiet digital giant of China. It began as an insurance company. Then it added a wealth management company. Then it added a bank. And now it is focusing on healthcare. And, along the way, it became a full tech company. It’s right up there with Alibaba, ByteDance and the others. I […]
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 […]
In this podcast, Jeffrey Towson discusses the three effects of network effects, and how they can be used to create a competitive advantage. He also talks about So-Young, a Chinese marketplace for beauty services, and how it is using network effects to grow its business.
Shopee / Garena / Sea Limited (SE) was one of the biggest investment opportunities of 2020. With the share price rising 4x during the year. And this followed a similar 4x rise the previous year. I flagged this one early based on its outstanding platform strategy. I covered this in Podcast 29 Can Shopee / […]
There was a fascinating announcement from Alibaba. From CX Tech: “E-Commerce Giant Taobao Steps Into China’s Online Education Market” “Taobao, an e-commerce platform owned by Alibaba, is seeking to penetrate China’s already crowded online tutoring market with a massive plan aimed at connecting more than 1,000 online education service providers with 100 million new students […]
When the SARS virus swept through China / Asia in 2002-2003, it resulted in millions of workers isolating themselves in their homes. And this phenomenon turned out to be pivotal for several, now dominant digital companies. For then small company Alibaba, it created a surge of activity in e-commerce. And for then physical-only retailer JD, […]
Jane Xing is the Deputy Director of the Bill & Melinda Gates Foundation, China office. She has a fascinating view into the foundation’s activities in China, Asia, Africa and other places. Jane gave a great lecture to our students at Peking University Guanghua School of Management. This course is taught by myself and Jonathan Woetzel, […]
Jane Xing is the Deputy Director of the Bill & Melinda Gates Foundation, China office. She has a fascinating view into the foundation’s activities in China, Asia, Africa and other places. Jane gave a great lecture to our students at Peking University Guanghua School of Management. This course is taught by myself and Jonathan Woetzel, […]
Jane Xing is the Deputy Director of the Bill & Melinda Gates Foundation, China office. She has a fascinating view into the foundation’s activities in China, Asia, Africa and other places. Jane gave a great lecture to our students at Peking University Guanghua School of Management. This course is taught by myself and Jonathan Woetzel, […]
Jane Xing is the Deputy Director of the Bill & Melinda Gates Foundation, China office. She has a fascinating view into the foundation’s activities in China, Asia, Africa and other places. Jane gave a great lecture to our students at Peking University Guanghua School of Management. This course is taught by myself and Jonathan Woetzel, […]