Can JD, Alibaba and New Retail Go International? My Interview With the CEO of JD Central Thailand. (Asia Tech Strategy – Podcast 72)

This week’s podcast is about JD Central in Thailand. I had an interesting visit and interviewed the CEO. And it raises a bigger point of whether China’s ecommerce giants can or will go international? You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. The McKinsey & Co article I mentioned is here. Related […]

JD Central Plays the Long Game in Thailand and SE Asian Ecommerce (2 of 2)(Asia Tech Strategy – Daily Update)

In Part 1, I summarized my visit to a media event at JD Central (JDC) Thailand. And I teed up some of the difficulties for Chinese ecommerce giants trying to go international, especially in Southeast Asia. After the media event, I sat down with JD Central CEO Vincent Yang, which turned out to be a pretty […]

My Interview with JD Central Thailand CEO Vincent Yang (1 of 2) (Asia Tech Strategy – Daily Update)

Last week, I attended a media event at JD Central in Bangkok. And I interviewed CEO Vincent Yang. This is JD’s joint venture with Central Retail, one of Thailand largest retailers. Note: This is one of JD’s two initiatives in Southeast Asia. The other is in Indonesia. It was a pretty interesting experience for a […]

Can JD, Alibaba and New Retail Go International? My Interview With the CEO of JD Central Thailand. (Asia Tech Strategy – Podcast 72)

This week’s podcast is about JD Central in Thailand. I had an interesting visit and interviewed the CEO. And it raises a bigger point of whether China’s ecommerce giants can or will go international? You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. The McKinsey & Co article I mentioned is here. Related podcasts […]

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My Interview with JD Central Thailand CEO Vincent Yang (1 of 2) (Asia Tech Strategy – Daily Update)

Last week, I attended a media event at JD Central in Bangkok. And I interviewed CEO Vincent Yang. This is JD’s joint venture with Central Retail, one of Thailand largest retailers. Note: This is one of JD’s two initiatives in Southeast Asia. The other is in Indonesia. It was a pretty interesting experience for a […]

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Will JD Logistics Become An Ecosystem? (2 of 2) (Asia Tech Strategy – Daily Update)

In Part 1, I described JD Logistics (JDL) as being three things. A unique capability that parent JD can leverage in its retail and marketplace businesses. Note: This is basically the same playbook as Coupang and Amazon. A service business that does “integrated logistics”. A logistics network that may become an operating system or ecosystem. […]

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JD Logistics and the Dream of Smart, Automated Logistics at Scale (1 of 2) (Asia Tech Strategy – Daily Update)

I have been thinking about JD’s logistics operations for like 4 years. I visited a couple of their warehouses. I toured their robotics laboratory. And I am always looking for their cool logistics videos (see here or below). But it’s hard to see the whole system. Most logistics is behind the scenes. But JD Logistics […]

JD Logistics and the Dream of Smart, Automated Logistics at Scale (1 of 2) (Asia Tech Strategy – Daily Update)

I have been thinking about JD’s logistics operations for like 4 years. I visited a couple of their warehouses. I toured their robotics laboratory. And I am always looking for their cool logistics videos (see here or below). But it’s hard to see the whole system. Most logistics is behind the scenes. But JD Logistics […]

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