My Favorite China Articles for June 2017
Jeffrey Towson 陶迅
Consultant and keynote speaker on how to win big as a digital business. Anti-CBDC, free speech absolutist. TechMoat Consulting. Tech Strategy Podcast.
Hello from Peking University,
There have been some interesting China business events this month, including the stepping down of Vanke CEO Wang Shi. He is symbolic of the first generation of Chinese entrepreneurs, many of whom are now starting to retire.
This is my monthly recommended China reading list. If you would like to be on this list, you can sign up at www.jeffreytowson.com
Below are my recommended China articles and books for June.
Cheers, Jeff
- Articles -
Why 'A Dog's Purpose Soared in China While 'Lego Batman' Flopped
Alibaba Pictures and Tencent Pictures are creating powerful ecosystems for understanding and reaching Chinese consumers, both online and offline. They are becoming the “must have” partners in Chinese entertainment, especially for Hollywood.
Key Takeaways from Alibaba's 2017 Investor Investor Day - Day One
Alibaba had its annual investor meeting in Hangzhou this month. Lots of good insights and announcements, especially about their M&A strategy. Here is the summary of Day 2 as well.
https://www.alizila.com/key-takeaways-from-alibabas-2017-investor-day-day-one/
China's Biggest Developers Are Betting on $2,400 Nose Jobs
Chinese real estate developers keep trying to leverage in healthcare (and senior housing) facilities to get better access to land. Here is the latest iteration of this approach.
China's Breakneck Metro System Growth, in One Amazing GIF
Just a great GIF showing the growth in metro systems across China.
https://www.thatsmags.com/shanghai/post/19044/china-s-breakneck-metro-system-growth-in-one-gif
- Books and Reports -
American Wheels, Chinese Roads: The Story of General Motors in China
By Michael Dunne. I’m currently reading this book and it has great detail on GM and how joint ventures in China really work.
The latest Mary Meeker / Kleiner Perkins Internet Trends report is out. The Chinese section, done by Hillhouse Capital, is always worth reading.
https://www.kpcb.com/internet-trends
- My Recent Articles -
There is No New Chinese "Sharing Economy". Didi, Mobike and Others Are Classic Disruptors.
This is a bit of a rant about the term “sharing economy”. Didi, Ofo, Mobike and the new micro-rental businesses (batteries, basketballs, etc.) are not really sharing. They are classic disruptors in “access and convenience”.
Five Questions for Understanding Didi, Mobike and the New Chinese Micro-Rentals (Part 2)
This is a simple framework for understanding these new Chinese disruptors (Didi, Tujia, Ofo, Mobike, etc.). I find this approach pretty useful.
Why Didi Is Raising So Much Cash
With its latest capital raise, Didi likely has over $12B in the bank. It is very unusual for a start-up to raise and then sit on so much cash. Here is what I think is going on.
https://jefftowson.com/2017/06/why-didi-is-raising-so-much-cash/
- A Final Funny One -
Chongqing Building Has a Road On Its Roof, Netizens Wonder How Residents Get Any Sleep
This is really pretty crazy. Only in China.
https://shanghaiist.com/2017/06/21/chongqing-roof-road.php
--------
I write (and speak) about how rising Chinese consumers are disrupting global markets. (#ConsumerChina). This also includes work on:
- “China 2025″ – what a region transformed by Chinese consumers, companies and capital is going to look like. (#China2025)
If you would like to read my posts, please click 'Follow'.
If you would like my recommended China reading list, you can get it at www.jeffreytowson.com. You can also get a free chapter of my One Hour China Book there as well.
Some previous posts include:
- I Took 20 Chinese Students to Meet Warren Buffett. Here's What Happened.
- Stop Calling Me an Introvert. I Prefer "Power Thinker"
- How I Went From NYC to Working for Prince Alwaleed
- My Favorite Map for Understanding China
About: I am a Professor of Investment at Peking University Guanghua School of Management in Beijing. I am also an investor, consultant and former executive / slave to Prince Alwaleed.
top photo by ? Ryan_xm, Creative Commons license with link here.
Foreign trade saleswoman -Jutong display Co.,Ltd.
7 年classic articles
Indoorwpc Wall Panel,Ceiling,Wood Tube,Decorative
7 年hua biao??
英语翻译
7 年you love China?
Two of The Top Five Cosmetics Brands In America, Europe, Africa, and Russia Are My Partners | Head Of Product Manager of Vonira Beauty Co., Ltd | Specialist in Unique Private Label Makeup brushes
7 年I watched "A dog's purpose" and also "Lego batman", For the "Dog" I saw the trailer long before it on. I found it very touch. Mostly its slogan is "same director as Hachik" so I looking forward to it that time. For "Lego" I haven't saw any trailer before I watched it. When it on, I thought it would be some childish movie, because of the opinion about Lego toys. After I saw some positive reviews about it, I watched it. Thanks to the many films I watched about batman, I can get the sense of humor.
北京大学 - 政府企业培训 销售主管
7 年pku