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

This week’s podcast is about the recent political issues around China tech and Alibaba in particular. You can listen to this podcast here or at iTunes and Google Podcasts. —— Related articles: Can Foodpanda / Delivery Hero Get to Profitable Scale in On-Demand Food? (Asia Tech Strategy – Daily Lesson / Update) Meituan vs. Ctrip vs. Alibaba: […]

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Tom Russo’s 4 Rules for Investing in Developing Economies. Including the Capacity to Suffer. (Asia Tech Strategy – Daily Lesson / Update)

Grab, Gojek and especially Shopee are really getting international attention now. As I’m writing this, Sea Ltd is at +$125B market capitalization. SE Asia has really arrived as a tech market. The investor who always comes to my mind when I think about these companies and SE Asia is Tom Russo. He has been investing […]

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

This week’s podcast is about Ctrip, Didi and their current situation as subscale services marketplaces in China. You can listen to this podcast here or at iTunes and Google Podcasts. You can sign-up for my webinar next week on health tech at: Jeff’s Health Tech Update: What Matters Now – and What Doesn’t. Tickets, Thu, Aug […]

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

This week’s podcast is about Ctrip, Didi and their current situation as subscale services marketplaces in China. You can listen to this podcast here or at iTunes and Google Podcasts. You can sign-up for my webinar next week on health tech at: Jeff’s Health Tech Update: What Matters Now – and What Doesn’t. Tickets, Thu, Aug […]

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Is NetEase a Buying Opportunity in the Tech Crackdown? (Asia Tech Strategy – Daily Lesson / Update)

Legendary emerging markets investor Mark Mobius recently commented that the China “crackdown” on big tech is likely going to help some smaller digital companies. Those that have long been at a disadvantage to China’s tech giants. They may now have air cover from the government. If nothing else, the giants will be far more hesitant […]

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

This week’s podcast is about how to profit from political involvement in China tech. But really it is about how to think systematically about the role of the State. And about how to benefit from the State as the mother-of-all catalysts. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. You can sign-up for […]

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

This week’s podcast is about how to profit from political involvement in China tech. But really it is about how to think systematically about the role of the State. And about how to benefit from the State as the mother-of-all catalysts. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. You can sign-up for […]

To access this post, you must log in as a member, purchase Subscriptions.

How to Profit from Politics in China Tech (Asia Tech Strategy – Podcast 93)

This week’s podcast is about how to profit from political involvement in China tech. But really it is about how to think systematically about the role of the State. And about how to benefit from the State as the mother-of-all catalysts. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. You can sign-up for […]