Happy New Year, 2018 looks like its going to be a pretty big year for Chinese consumers and digital China. And as that’s kinda my thing, I’m pretty psyched. We’ll see. Below are my favorite China articles and books for January (and some of mine). Cheers, Jeff – Articles – Jack Ma’s Alipay Takes on […]
It’s a big question. Are these two bike-sharing giants going to merge? The short answer is it depends on whether Didi wants it. Outside of that, I think it mostly depends on the success of the international expansion and availability of capital. My argument is below. Cheers, Jeff –——-
2009年，中国有1900万大学在校生，其中，学习艺术和设计的人有100多万。让我们仔细掂量一下这组数字所蕴含的意义。这一百万学习绘画、设计和其他创意艺术的学生人数，超过了化学、法律或经济专业的学生数量。 转眼至今，这些学生都已参加工作，成为中国新兴创意阶层的一部分。实际上，中国大陆如今已拥有数百万设计师、动画师、和其他创意专业人才。他们是新鲜事物的引领者，我称之为“创意中国”。
These are boom times for sports in China. An increased national focus on health and fitness is coinciding with a big increase in entertainment consumption. And the State Council has set a goal of making the sports industry a 5 trillion yuan ($750 billion) sector by 2025. So stadiums and fields are being built, European […]
最近我的领英粉丝达到2.3百万。这事儿真是疯狂。因为就在不久前，我还只是位毫不起眼的作家。多年来，我出书，写文章，做一些诸如此类的事——但我仍然默默无名。努力奋斗五年多，一名失败的作家，那就是我。
上周，我高兴地得知自己被评为领英2016年最佳代言人（Top Voices）。而且还是在金融和经济领域。这尤其让我感到欣慰，因为我在这个写作领域已经苦苦挣扎了五年多。 回望过去五年，我想说，那真是经历各种挫折和失败的五年。不断地尝试，实际上却一事无成。这还不是知道该做什么而做不好的问题。大部分时间，我根本找不到前进的方向。
This the fourth and final article on “assets in the wild” as a powerful new economic engine, most visibly manifested in bike-sharing in China. My basic argument in Part 1, 2, and 3 is that the meteoric rise of Mobike, Ofo and other bike-sharing companies is because of their pioneering use of assets that can […]
In Part 1 and Part 2, I argued there is something new and powerful happening at Mobike, Ofo and bike-sharing in China. These companies and their presence in consumers’ lives have grown too fast. We are witnessing something new and important. My explanation for this is “assets in the wild”. That bike-sharing companies have shown […]
目前，百威英博正在进行对SAB米勒1,040亿美元的巨额收购。为此，他们商定出售雪花啤酒49%的股份。这是为获得中国监管机构批准的先发制人的做法。如此一来，准国企华润雪花啤酒就将彻底变为（华润创业所有的）国有企业。 这实在令人扼腕叹息。
Uber’s sale of its China business to local rival Didi Chuxing is often referred to as a surrender. I think the numbers speak for themselves. Uber invested 18 months and about $2 billion in China. They walked away with 17% of DidiChuxing, and therefore 17% of the world’s largest on-demand transportation market. This equity stake […]