Podcasts about china asia

Asia no es un bloque homogéneo y su destino no se decide solo en Pekín. Desde la transición democrática en Bangladesh hasta la crisis fronteriza entre India y Pakistán, pasando por el avance silencioso de la telemedicina en Kirguistán, este episodio explora las múltiples direcciones en las que se mueve el continente. Resistencias culturales, transformaciones tecnológicas, pugnas geopolíticas y señales de esperanza conviven en una región que es mucho más que la suma de sus conflictos. Porque no todo es China. Y entenderlo es esencial para ver el futuro que ya se está escribiendo.

In this bonus episode, we're hearing about three investment ideas that are exciting Fidelity's Asia portfolio managers and how they play into the megatrends of artificial intelligence, the energy transition, and shifting supply chains. Marty Dropkin, Head of Equities, Asia Pacific, is joined by Monica Li, Fidelity International's Director of Research for China. With additional contributions from three of the company's portfolio managers who have recently returned from a research trip in China: Dale Nicholls, Taosha Wang, and Madeleine Kuang.  READ To read more on the three megatrends discussed in this podcast, please visit fidelityinternational.com Marty and Monica also discussed the Third Plenum - an important economic policy meeting that took place recently. For our analysis on that, read this article here. For a more in-depth take on China's currency and interest rates, listen to the previous podcast episode on the renminbi here.See omnystudio.com/listener for privacy information.

In this bonus episode, we're hearing about three investment ideas that are exciting Fidelity's Asia portfolio managers and how they play into the megatrends of artificial intelligence, the energy transition, and shifting supply chains. Marty Dropkin, Head of Equities, Asia Pacific, is joined by Monica Li, Fidelity International's Director of Research for China. With additional contributions from three of the company's portfolio managers who have recently returned from a research trip in China: Dale Nicholls, Taosha Wang, and Madeleine Kuang.  READ To read more on the three megatrends discussed in this podcast, please visit fidelityinternational.com Marty and Monica also discussed the Third Plenum - an important economic policy meeting that took place recently. For our analysis on that, read this article here. For a more in-depth take on China's currency and interest rates, listen to the previous podcast episode on the renminbi here.See omnystudio.com/listener for privacy information.

E107 In this episode of Fireside with a VC, we discuss scenario planning for China & Asia and the relationship with Silicon Valley. We explore future opportunities with Francis Bassolino, Managing Director of Alaris Consulting, who has been helping companies of all sizes enter, succeed, and exit China over a span of 30+ years. Francis is also an adjunct professor at the University of Chicago Booth School of Business in Shanghai and Chicago. Having lived in Shanghai for over 21 years and in China since 1988, he brings extensive insights into the region.   We delve into the history of what has happened and the opening of China up to today. We also look at different scenarios such as an invasion of Taiwan, a blockade of Taiwan, no invasion or blockade, China with no reforms, with reforms, and the potential for a return to high growth in China. We examine how these different scenarios will impact the greater Asia region and the West.   Our discussion includes the relationship between China and Russia, particularly days before Russia invaded Ukraine when Chinese President Xi Jinping and Russian President Vladimir Putin announced their partnership has “no limits” and vowed to deepen cooperation on various fronts, including the Russia-Ukraine war. We talk about the bargain between the Chinese people happily giving up civil liberties for a prosperous life and 10% growth consistently over decades.   We also cover the impact of recent oppressive COVID-19 lockdowns, the period of low growth, the lack of job opportunities for the youth, and the generation of young Chinese not getting married, having children, or working in post-Jack Ma China. Is the Chinese economy in a freefall now?   Furthermore, we discuss the evolving relationship between Silicon Valley and China, what it might look like in the future, and different scenarios and opportunities for Western companies to grow revenues and lower costs with the Chinese partnership.   Links and Resources:   Learn more about Francis Bassolino and Alaris Consulting at www.alarisconsultinggroup.com. Connect with Francis Bassolino: francis_bassolino@alaris.com.cn. Watch the full episode on YouTube: https://youtu.be/ddjmtok1OZg. Find all episodes of Fireside with a VC on your favorite podcast platform: Spotify. Follow Andrew Romans on LinkedIn: linkedin.com/in/romans/. Subscribe to our newsletter to get insights and favorite content from the VC startup ecosystem: subscribe.7bc.vc.   Join the conversation, leave comments, and tell us what you think about these topics and this episode.

The US Federal Reserve has kept rates on hold and signaled a lack of progress towards its 2% inflation goal in recent months. New Zealand's labour market weakens, but wage growth is still high. The copper price has been on a roll in 2024. In our bonus deep dive interview, ANZ Economist Arindam Chakraborty looks at how non-China Asia exports have been supported this year by strong US demand.  Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

Kia ora,Welcome to Tuesday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news that non-China Asia seems to be on the rebound, and it is not just India driving it.Japanese corporate spending on plant and equipment in Q4-2023 jumped an unprecedented (and surprising) +16.4% from the same period a year earlier. It was very much more than was expected and will ease some concerns about weak domestic demand. Companies are clearly looking ahead with optimism. It is not as though it is off a low base; a year ago they reported a very creditable +8% rise. This latest gain is the largest since this data series started in 2009.In South Korea, their PMI factory survey shows conditions continued to improve during February. They have a sustained expansion in both output and new orders amid the launch and manufacture of new products, while also seeing a boost in confidence. Payrolls are rising too.In Australia, they got some disappointing building consent data for January, particularly for building new houses. Apartments seem ok. Levels were weaker than expected, recording a -1% decline vs expectations of a +4% rise from the prior month. These consent levels were coming off a sharp fall in December which was revised sharply lower. The absence of a rebound and the approvals detail suggest there has been an underlying weakening, although we should to be careful with housing data over the summer holiday period.The IEA released its 2023 Global Emissions Report overnight. Emissions increased by +410 million tonnes, or 1.1%, in 2023 – compared with a rise of +490 million tonnes the year before – taking them to a record level of 37.4 billion tonnes. An exceptional shortfall in hydropower due to extreme droughts – in China, the United States and several other economies – resulted in over 40% of the rise in emissions in 2023 as countries turned largely to fossil fuel alternatives to plug the gap. Had it not been for the unusually low hydropower output, global CO2 emissions from electricity generation would have declined last year, making the overall rise in energy-related emissions significantly smaller.Total advanced economy GDP grew +1.7% but emissions fell -4½%, a record decline outside of a recessionary period. Having fallen by -520 Mt in 2023, emissions are now back to their level of fifty years ago in these advanced economies. Total CO2 emissions from energy combustion in the United States declined by -4.1% (-190 Mt) despite its drought and hydro hesitations, while the economy grew by +2.5%. Two-thirds of the emissions reduction came from the electricity sector. More from the IEA here.The UST 10yr yield starts today at 4.23% and up +4 bps from yesterday. The price of gold will start today up +US$35/oz at US$2117/oz. That is a new record high, eclipsing the previous all-time high of US$2,087 at the end of 2023 by +1.5%.Oil prices are down -US$1 at just over US$78.50/bbl in the US while the international Brent price is now just over US$82.50/bbl.The Kiwi dollar starts today at just on 61 USc again, little-changed. Against the Aussie we are holding at 93.6 AUc. Against the euro we have eased to 56.2 euro cents. That all means our TWI-5 starts today at just on 70.3 and down about -10 bps overnight.The bitcoin price starts today at US$67,311 and up +7.2% from just yesterday. That is another big gain and puts it just about its all-time high in November 2021. Volatility over the past 24 hours has been very high at +/- 4.0%. (It is very volatile as we record this, so it has likely changed again since.)You can find links to the articles mentioned today in our show notes.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.

Gianluca Brugnoli is a designer whose 25-year career has been dedicated to redefining the way we engage with digital products. He has an impressive track record, from co-founding Frog in Milan to leadership positions at McKinsey, Huawei and now at TomTom designing digital cockpits. Gianluca is a walking book when it comes to the value and impact of design at all fronts, joining in for a second episode 3 years after the first one.

I share a prophetic vision released to me on September 2, 2023 that builds upon what the Holy Spirit has revealed beginning in 2013 to this current day. The 3-page blog post with the same title can be read here - https://www.joshuarevivalproject.org/blog/a-prophetic-vision-the-dominoes-of-china-the-nations-of-asia-the-european-union-the-usa-brics.The associated video can be viewed on our Rumble or YouTube channels. Mark Bitelerinfo@joshuarevivalproject.orgYou can also follow on X.com @markbiteler

https://www.eurodollar.university/sales-page"If you want to delve into the deep background of how everything works, check it out here." #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #europe #eurodollar #germany Jerome Powell is selling a soft landing, but is anyone really buying? Not really, no. Risks - which are no longer just theoretical risks - are building all over the place. In addition to China/Asia, deflation has really gripped Europe. Producer prices there are sinking, even core rates. It's only a matter of time before consumer prices get sucked down, too. Only a couple years ago, Powell had admitted globally synchronized is a real danger. Eurodollar University's Money & Macro AnalysisNiall Ferguson (Bloomberg): The US Economy's Not a Plane and It Won't Land Gentlyhttps://www.bloomberg.com/opinion/articles/2023-08-13/powell-s-fed-let-the-us-economy-get-too-hot-for-a-soft-landingMinutes of the Federal Open Market CommitteeOctober 29–30, 2019https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20191030.pdfTwitter: https://twitter.com/JeffSnider_AIPhttps://www.eurodollar.universityhttps://www.marketsinsiderpro.comhttps://www.PortfolioShield.netRealClearMarkets Essays: https://bit.ly/38tL5a7THE EPISODESYouTube: https://bit.ly/310yisLVurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39XjrPodcastRepublic:https://bit.ly/3LH8JlVDISCLOSURESJeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

IN order to get the attention of everyone on the earth, the enemy uses tactics from the demonic music industry and Hollywood to bring folks in to their spells, Same old trick, different day. The balloon is gone, Turkey has earthquakes, and more…

This week's podcast is about important digital changes happening in ecommerce and retail, and that are mostly coming out of China / Asia. You can listen to this podcast here or at iTunes and Google Podcasts.—----Related articles:Why I Really Like Amazon's Strategy, Despite the Crap Consumer Experience (US-Asia Tech Strategy – Daily Article)3 Big Questions for GoTo (Gojek + Tokopedia) Going Forward (2 of 2)(Winning Tech Strategy – Daily Article)Why Netflix and Amazon Prime Don't Have Long-Term Power. (2 of 2) (US-Asia Tech Strategy – Daily Article)From the Concept Library, concepts for this article are:Digital Operating Basics 2: Digital CoreDigital Operating Basics 3: Personalization and Customer ImprovementsFrom the Company Library, companies for this article are:n/a——--I write, speak and consult about digital strategy and transformation.My book Moats and Marathons details how to measure competitive advantage in digital businesses.I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show

https://youtu.be/oQylRQhITwg A View from Afar – In this podcast, political scientist Paul Buchanan and Selwyn Manning analyse hostilities and the pathway ahead for Taiwan, China, Asia Pacific nations and the United States of America. Buchanan and Manning examine why hostilities have intensified, what defence and pre-emptive security moves have been actioned, and what we all should expect next, including the ramifications impacting on Asia Pacific nations' foreign policies and what the short, medium and long term consequences will be. The Questions: What to expect from a deterioration of China / Taiwan relations? What's next in the PRC Taiwan stand-off? What impact will PRC Taiwan hostilities have on the foreign policy positions of Asia Pacific nations? And is the USA's Indo-Pacific security/defence realignment a help or a hindrance in the region? You can comment on this debate by clicking on one of these social media channels and interacting in the social media's comment area. Here are the links: Facebook.com/selwyn.manning Youtube Twitter.com/Selwyn_Manning If you miss the LIVE Episode, you can see it as video-on-demand, and earlier episodes too, by checking out EveningReport.nz or, subscribe to the Evening Report podcast here. The MIL Network's podcast A View from Afar was Nominated as a Top  Defence Security Podcast by Threat.Technology – a London-based cyber security news publication. Threat.Technology placed A View from Afar at 9th in its 20 Best Defence Security Podcasts of 2021 category. You can follow A View from Afar via our affiliate syndicators. ***

In this episode of AntKast, we welcome tech strategy expert Jeffrey Towson to share his insights on what makes a platform strategy successful. We'll discuss what makes platforms different from traditional business models, why they can be more effective, and what challenges they might face. Jeffrey will also be sharing his thoughts on Ant Group's cross-border payment network, Alipay+, and why it can be valuable to the Asian region. Jeffrey Towson is a consultant, investor, podcaster, and speaker in digital strategy with 20 years of experience across US, China/Asia, and the Middle East. He is also a professor at the China Europe Business School, and the Sasin School of Management. Jeffrey is also a best-selling author, with his latest book, "Moats and Marathons: How to Build and Measure Competitive Advantage in Digital Businesses." Sections in this episode: 02:08 What's the winning strategy in this digital age, and what are the contrasts for Eastern and Western strategies? 07:52 What is so special about platform economies? 11:08 What makes a platform meaningful and attractive to its participants? 14:50 How do companies tackle problems as the platform becomes more difficult to manage? 17:38 Ant Group's platform strategy 21:12 East and West comparison on fintech's development 23:31 What's Alipay+ and its potential? 27:26 Jeffrey's career as a professor and a consultant 30:05 Jeffrey on his new book 33:37 Outro If you would like to repost this episode or partner with AntKast, please reach us through: zhumei.wzm@antgroup.com

La web oficial del podcast con todos los capítulos, mensajes de voz, etc: https://www.podcasteleconomista.com Mi web personal, por si tienes un negocio y quieres hacerlo crecer: https://www.EconomistaJoseGarcia.com Web de respaldo del podcast, por si se cae la principal: https://mejora-y-emprende-com.castos.com Otras webs: http://www.mejorayemprende.com

In this episode... In order for your manufacturer to truly understand what you expect from them a quality standard for your product is required. This lays out how the product should look, its components and materials, what defects are and aren't acceptable (if any), its color, and so many other important aspects that Renaud will go into here. There are different levels of quality standards, from most basic to advanced...you'll see how they all fit together to keep everyone aligned and reduce quality problems from the start of your cooperation with the supplier.   Show Sections 00:00 - Greetings & Introduction 01:03 - What are quality standards? 07:51 - Does every importer implement a clear standard? 10:41 - 1. The golden sample. 16:20 - 2. Specifications sheet. 27:13 - 3. Defect board. 29:23 - 4. Boundary samples. 34:37 - How to handle and keep physical samples safe? 38:19 - Avoiding different conclusions being drawn during inspections by confirming the measurement system to be used, etc. 41:57 - Wrapping up.  Related content... Product specifications template for importers in China [FREE download] Documenting Your Company's Quality Standard into the Details Is your China factory's quality standard too low? Golden Sample: Why You Need It Before Mass Production Starts Why Is A Pre-Production Sample So Important? [Podcast] Quality Control Plan: Defining Expectations Before Production Product quality inspections in China/Asia [solutions from Sofeast]   Get in touch with us Connect with us on LinkedIn Send us a tweet @sofeast Prefer Facebook? Check us out on FB Contact us via Sofeast's contact page Subscribe to our YouTube channel   Subscribe to the podcast  There are more episodes to come, so remember to subscribe! You can do so in your favorite podcast apps here and don't forget to give us a 5-star rating, please: Apple Podcasts Spotify Stitcher Google Podcasts TuneIn Amazon Podcasts Deezer iHeartRADIO PlayerFM Listen Notes Podcast Addict

This week's podcast is about Southeast Asian tech giant Grab, its impressive execution and its chronic unprofitability:You can listen to this podcast here or at iTunes and Google Podcasts.Here is my new book:Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition—–-Related articles:Growth, ROIC / RONIC and Growth + Sales in Digital Valuation (Asia Tech Strategy – Podcast 102)An Intro to Growth and “Birds in the Bush” in Digital Valuation (Asia Tech Strategy – Daily Lesson / Update)From the Concept Library, concepts for this article are:Complementary PlatformsMarketplace Platform for ServicesSE AsiaEngagement Products vs. Margin ProductsEconomies of Scale: Geographic DensityFrom the Company Library, companies for this article are:Grab Holdings--------I write and speak about digital competition and China / Asia's leading tech companies.My book Moats and Marathons details how to measure competitive advantage in digital businesses.I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show (https://jefftowson.com)

This week's podcast is about how web 3.0 is creating three types of marketplaces:Digital platforms (web 2.0), such as a TaobaoPlatform-protocol hybrids, such as CoinbaseProtocol networks, such as UniswapYou can listen to this podcast here or at iTunes and Google Podcasts.Here is my new book:Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition —–-Related articles:How to Think About Web 3.0 Business Models (1 of 2) (Asia Tech Strategy – Daily Article)Platform-Protocol Hybrids and Why DeFi is the Center of Web 3.0 (2 of 2) (Asia Tech Strategy – Daily Article)From the Concept Library, concepts for this article are:Marketplace PlatformsProtocol NetworksPlatform-Protocol Hybrids (PPH)From the Company Library, companies for this article are:CoinbaseUniswap---I write and speak about digital competition and China / Asia's leading tech companies.My book Moats and Marathons details how to measure competitive advantage in digital businesses.I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show (https://jefftowson.com)

This week's podcast is about customer capture as a competitive advantage. And how digital is really changing this type of moat.You can listen to this podcast here or at iTunes and Google Podcasts.Here is my new book:Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition—–From the Concept Library, concepts for this article are:CA1: Share of Consumer Mind, Share of User Mind and User CaptureCompetitive AdvantagesFrom the Company Library, companies for this article are:n/a---------I write and speak about digital competition and China / Asia's leading tech companies.My book Moats and Marathons details how to measure competitive advantage in digital businesses.I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show (https://jefftowson.com)

This week's podcast is about Nike in China. But it really about how you win as a participant in large platform businesses in ecommerce and social media.You can listen to this podcast here or at iTunes and Google Podcasts.Here is my new book:Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition—–From the Concept Library, concepts for this article are:Digital ComplmentsSMILE Marathon: Ecosystem Orchestration or ParticipationDOB4From the Company Library, companies for this article are:Nike -------------I write and speak about digital competition and China / Asia's leading tech companies.My book Moats and Marathons details how to measure competitive advantage in digital businesses.I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show (https://jefftowson.com)

This week's podcast is about web 3.0. I view most successful web 3.0 companies like Coinbase as platform-protocol hybrids.You can listen to this podcast here or at iTunes and Google Podcasts.------From the Concept Library, concepts for this article are:Protocol NetworksPlatform-Protocol Hybrids / Web 3.0From the Company Library, companies for this article are:Coinbase-------I write and speak about digital competition and China / Asia's leading tech companies.My book Moats and Marathons details how to measure competitive advantage in digital businesses.I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show (https://jefftowson.com)

This week's podcast is about Nubank, Brazil's rapidly rising digital bank.You can listen to this podcast here or at iTunes and Google Podcasts.Here is my new book:Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle EditionHere are my 5 predictions for Nubank 2.0#1: Nubank Could Offer Asset-Lite Credit Services#2: Nubank Could Create a Complementary Marketplace Platform for Investment and Insurance Products#3: Nubank Will Go Cross-Border and Offer a Growing Suite of Financial Services Products#4: Nubank Could Launch Mini-Programs within the Payments App#5: Nubank Could Externalize Financial Cloud Services——Related articles:Brazilian Nubank is Ant Financial Circa 2016 (1 of 2) (Asia Tech Strategy – Daily Article)Ant Financial's Big Money is in Asset-Light Credit Tech (Jeff's Asia Tech Class – Daily Lesson / Update)How Ant Financial / Ant Group is Revolutionizing Finance (1 of 3) (Jeff's Asia Tech Class – Podcast 47)From the Concept Library, concepts for this article are:Payment PlatformsComplementary PlatformsFrom the Company Library, companies for this article are:Nubank——–——I write and speak about digital competition and China / Asia's leading tech companies.My book Moats and Marathons details how to measure competitive advantage in digital businesses.I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show (https://jefftowson.com)

On this episode Leo interviews Sally Maier-Yip. She is a trusted China PR and marketing advisor and thought leader, with a mission to empower businesses to fulfill their China dreams. Sally is the Founder and Managing Director of the fast-growing, UK's leading China Luxury PR boutique agency, 11K Consulting, which specialises in real estate, interior design, architecture, and luxury.Professionally, Sally has 16 years of solid experience and proven records in strategising and delivering award-winning campaigns for multinational and national companies in China, Hong Kong, across Asia, and globally. Sally is the Founder and Managing Director of the fast-growing, UK's leading China Luxury PR boutique agency, 11K Consulting, which specialises in real estate, interior design, architecture, and luxury. 11K's vision is to take the 11,000-kilometer borders between the UK and China/Asia and transform them into bridges through the power of effective communication. 11K's current and past clients include The OWO Residences by Raffles, HBA Residential, ADAM Architecture, Burbeck Interiors, Royal Institute of British Architects, Lustica Bay (Montenegro), Lalage Beaumont, Burlington Arcade, Park Chinois, and others. In 2016, 11K was shortlisted for the “New Consultancy of the Year” by UK Public Relations and Communications Association's (PRCA) Dare Awards; and the “Media Relations – Agency” by The International Public Relations Association's Golden World Awards 2021. Sally is a regular public speaker at conferences, events and webinars, mainly on China PR and marketing, entrepreneurship, and leadership. She spoke at the UK's Department of International Trade, Cathay Pacific's Routes to Growth Conference, the Luxury Property Forum, Birkbeck University of London, Hong Kong Trade Development Council London, and more. Sally is also a Co-Founder of The Chinese Mums in Business Club, with a mission to empower and inspire Chinese (and culturally Chinese) mums in business to reach their full potential. Outside work, Sally mentors numerous young talented Chinese business leaders and students in Hong Kong and the UK, whilst running her busy household with two young boys.Connect with Sally on LinkedIn 11K Consulting website Self-learning is of paramount importance in the business world, listen to your international peers and step up your game.Connect with the host Leonardo Marra  on LinkedIn Follow the page on LinkedIn This episode is sponsored by International Expansion Explained. Are you looking to expand internationally, but you're not sure where to start? Or you export already but would like to venture further overseas? Reach out to arrange an international clarity session and learn more about growth plans here International Expansion StrategyPartners SearchOngoing sales and branding supportIndividual one on one support

Jacqui Cooper (Host: #JCooperTravels) speaks with Todd Cornell about his journey to China from #Colorado and how he authored a book about the #IChing and helps others with meditation and finding calm through mindfulness & meditation. Tod is a personal & business consultant in the area of cultural awareness. JCooperTravels is a talk show focusing on how we travel in life from places we go to the personal & professional journey we are on. To enjoy support your wellness balance journey visit Jacqui's website: https://jacquisfitandfabulous.isagenix.com/en-us/ To email Jacqui email her at jcoopertravels@gmail.com To reach Todd email him at todd@cultur668.com or https://cultur668.com/ You can also find more information at zgworldwide.com --- Send in a voice message: https://anchor.fm/jacqui-cooper/message Support this podcast: https://anchor.fm/jacqui-cooper/support

This week's podcast is about Barriers to Entry, which is one of my 6 levels of competition.You can listen to this podcast here or at iTunes and Google Podcasts.Here is my new book:Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle EditionMost of my favorite businesses have key operating assets that can't be easily built, bought, or transferred. This turns out to be an interesting list. Think about:Reputation, loyalty, and love.Personal customer relationships.Intellectual property, creative activities, and rare technical abilities.Certain technologies, scientific capabilities, and trade secrets.Certain physical assets.Physical and digital networks.——Related articles:SenseTime and an Introduction to AI Software Economics (1 of 3) (Asia Tech Strategy – Daily Article)3 Lessons in China AI/ML from Artefact (Data Consultants and Digital Marketers)Adobe Inc. and the Power of Old School Software Economics (Asia Tech Strategy – Podcast 81)From the Concept Library, concepts for this article are:6 Levels of CompetitionBarriers to EntryCost Timing and Difficulty of Entry?From the Company Library, companies for this article are:n/a———I write and speak about digital competition and China / Asia's leading tech companies.My book Moats and Marathons details how to measure competitive advantage in digital businesses.I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show (https://jefftowson.com)

This week's podcast is about SenseTime, which is a leader in computer vision in China / Asia. It's a fascinating company for looking at the evolving business models of AI software. The two big questions are:What are the unit economics of large AI companies?What types of scale advantages and network effects do large AI companies?You can listen to this podcast here or at iTunes and Google Podcasts.Here is my new book:Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle EditionI break the network effects question into three sub-questions:Do existing AI models get better the more they are used?How much? Does it flatline? Does it keep increasing?Do existing AI models make each other smarter and better?Do existing AI models and the data they collect make additional AI models smarter? Do they make them faster and cheaper to train?My working for conclusions are:This is mostly an integrated software bundle going for global scale.It's a learning platform with a new type of network effect.It is building an innovation platform, with another network effect.——---Related articles:SenseTime and an Introduction to AI Software Economics (1 of 3) (Asia Tech Strategy – Daily Article)3 Lessons in China AI/ML from Artefact (Data Consultants and Digital Marketers)Adobe Inc. and the Power of Old School Software Economics (Asia Tech Strategy – Podcast 81)From the Concept Library, concepts for this article are:Learning PlatformsIntegrated BundlesArtificial IntelligenceComputer VisionFrom the Company Library, companies for this article are:SenseTime -------I write and speak about digital competition and China / Asia's leading tech companies.I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show (https://jefftowson.com)

This week's podcast is about Snowflake and Confluent.  But the main topic is how to think about coordination, collaboration and standardization (CCS) platform business models. And the 4 types of these platforms. You can listen to this podcast here or at iTunes and Google Podcasts.Here is my new book:Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition I've now started breaking this into 4 sub-types of CCS platforms. They are:Communication. Zoom, Slack, etc.Data Intelligence. Snowflake and Confluent.Team Projects. Manual and complicated projects like architecture, media creation, software development.Operational Automation.——Related articles:Part 2: Snowflake is Building 3 Complementary Platforms with 4 Network Effects (Pt 2 of 3) (Asia Tech Strategy – Daily Lesson / Update)From the Concept Library, concepts for this article are:Hierarchies of ControlCoordination, Collaboration and Standardization (CCS) PlatformsEnterprise B2BFrom the Company Library, companies for this article are:SnowflakeConfluent----------I write and speak about digital competition and China / Asia's leading tech companies.I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show (https://jefftowson.com)

This week's podcast is about the external view and the importance of base rates. Berkshire-invested Kroger supermarkets is a good example of a company that can really be viewed externally.You can listen to this podcast here or at iTunes and Google Podcasts.Here is my new book:Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle EditionCommon metrics for base rates:Sales growthGross profitability (gross profits / assets)Operating leverage. Change in operating profits relative to change in sales.Operating profit marginEarnings growthCFROIHere is the McKinsey book Beyond the Hockey Stick.———Related articles:What Ant Financial Tells Us About the Future of Square. Plus, Why The External View Is So Hard in Digital. (Jeff's Asia Tech Class – Podcast 61)From the Concept Library, concepts for this article are:External vs. Internal ViewRegression to the Mean (average / base rates, rate of regression)From the Company Library, companies for this article are:Kroger---------—-I write and speak about digital competition and China / Asia's leading tech companies.I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show (https://jefftowson.com)

Alison Kosik is live from New York. Here are the top business news stories today!  Omicron spread - world leaders plan more restrictions as the variant surges. Beijing boycott! The Women's Tennis Association suspends tournaments in China over concern for Peng Shuai. SPAC Grab! Asia's super-app Grab prepares for a $40 billion Nasdaq debut – we speak to the president.  It's Thursday, let's make a move. To learn more about how CNN protects listener privacy, visit cnn.com/privacy

This week's podcast is about ANE Logistics, which is a compelling business model for digitizing and consolidating less than truckload logistics in China.You can listen to this podcast here or at iTunes and Google Podcasts.Here is my new book (released December 1):Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle EditionMy questions for ANE Logistics:Does a franchised logistics network with digital connectivity lower the barrier to entry?What happens when the volume is greater a network with the same number of nodes and linkages as another?What happens when the geographic density is increased? More nodes and / or more linkages.---------Related articles:Podcast 26: Is Baidu the New AT&T? The Basics of Physical vs. Virtual Networks.Will JD Logistics Become a New Type of Ecosystem? (Asia Tech Strategy – Podcast 71)From the Concept Library, concepts for this article are:Networks vs. Platforms vs. Network EffectsFranchised NetworksLogisticsFrom the Company Library, companies for this article are:ANE Logistics———-I write and speak about digital competition and China / Asia's leading tech companies.I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show (https://jefftowson.com)

This week we take stock of COP26, the latest major international meeting on climate change which just wrapped up in Glasgow - billed beforehand as the "last best hope for the world to get its act together". Asia, of course, is crucial to the debate over climate change. It's home to some of the world's biggest polluters, but also some of its fastest-growing economies, that are at the forefront of the world's shift to cleaner energy.The 197 countries involved in COP26 did at least agree on rules to limit greenhouse gas emissions.  But the meeting's outcome has drawn plenty of criticism, particularly over the final deal's language on the use of coal - and China and India's role in shaping that language. Joining Andrew this week we have Dr Sam Geall. He's the CEO of China Dialogue, a website devoted to understanding and analyzing China's approach to tackling climate change; and is also an associate fellow at Chatham House in London. Dr Tom Hale is an associate professor in public policy at the Blavatnik School of Government at Oxford University, who specializes in the way multilateral institutions tackle global challenges. He also co-leads the Net Zero Tracker which monitors different countries' and companies' progress on meeting their climate change commitments.We also have Yan Qin with us on the show; she is the lead analyst at Refinitiv, and has over a decade's experience analyzing energy and carbon markets in China and Europe. 

This week's podcast is about how to assess specialty companies within enterprise software and services. And about Tuya, which an interesting example of a specialty B2B play.You can listen to this podcast here or at iTunes and Google Podcasts.Here is my new book (released December 1):Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle EditionHere are my 5 questions (thus far) for assessing the viability of a specialty ecommerce company.Is the company sufficiently differentiated in the user experience? Or did they just get there first?Can the company compete and/or differentiate in logistics or infrastructure without ongoing spending?Does the company have a strong competitive advantage in a circumscribed market?Is there a clear path to significant operational cash flow?Has the company avoided markets and situations that are attractive or strategic for the major ecommerce companies? Here are my 5 questions (thus far) for assessing the viability of a specialty enterprise company.Is the company sufficiently differentiated in the user experience? Or did they just get there first?Can the company compete and/or differentiate in sales / marketing or R&D without ongoing spending?Does the company have a strong competitive advantage in a circumscribed market?Is there a clear path to significant operational cash flow?Has the company avoided markets and situations that are attractive or strategic for the major enterprise companies? Pay attention to hierarchies of control.—----Related articles:Etsy and How to Predict the Winners in Specialty Ecommerce (Asia Tech Strategy – Daily Lesson / Update)An Introduction to Tuya and Its Play for an IoT Ecosystem (Pt 1 of 2)(Asia Tech Strategy – Daily Lesson / Update)From the Concept Library, concepts for this article are:Hierarchy of ControlEnterprise SpecialtyFrom the Company Library, companies for this article are:Tuya----------—-I write and speak about digital competition and China / Asia's leading tech companies.This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show (https://jefftowson.com)

This week's podcast is about Alibaba and Singles' Day. Just my thoughts on what really matters.You can listen to this podcast here or at iTunes and Google Podcasts.Here is my new book (released December 1):Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle EditionMy list of 7 things people are getting wrong about Singles' Day:Business model is about building demand-side scale. This is also about economies of scale as a relative advantage.Operating model is about user-facing innovation that adds value.Consumer facing innovation is likely about live-streaming, metaverse and NFTs.Merchant-facing innovation is likely about R&D and financing.Physical assets have traditionally been about supply-side scale and building a barrier to entry.Alibaba is also separating supply side into a new business that is the "new infrastructure of commerce".Singles Day is both a moonshot program and a yearly stress test for the company. Here are the Digital Operating Basics. Here is the Alibaba slides for adding value to merchants. —----Related articles:7 Questions for Alibaba on Singles' Day (pt 1 of 2)Behind the Scenes with Alibaba on Singles' Day (Jeff's Asia Tech Class – Podcast 5)From the Concept Library, concepts for this article are:Digital Operating Basics: DOB2 Never-Ending Personalization and Customer ImprovementNetwork Effects - Demand side Economies of ScaleEcommerceFrom the Company Library, companies for this article are:Alibaba-------I write and speak about digital competition and China / Asia's leading tech companies.I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show (https://jefftowson.com)

This week's podcast is more about Snowflake, the “data ecosystem” company. And how multiple companies are competing to create the standards and architecture for cloud services.You can listen to this podcast here or at iTunes and Google Podcasts.Here is my new book (released December 1):Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition—-Related articles:Snowflake is Building 3 Complementary Platforms with 4 Network Effects (Pt 1 of 3) (Asia Tech Strategy – Daily Lesson / Update)Kingsoft Cloud and How to Think About Cloud Services in China (Asia Tech Strategy – Daily Lesson / Update)What Everyone is Getting Wrong About Snowflake (Asia Tech Strategy – Podcast 105)From the Concept Library, concepts for this article are:Innovation: Dominant DesignInnovation: Increasing Returns to Tech AdoptionCloud ServicesFrom the Company Library, companies for this article are:SnowflakeTuya-----------I write and speak about digital China and Asia's latest tech trends.I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show (https://jefftowson.com)

This week's podcast is about core vs. adjacency growth. This is a good framework for thinking about growth in digital businesses'.You can listen to this podcast here or at iTunes and Google Podcasts.Most of this is a summary of work by Chris Zook at Bain's strategy practice. I am citing the books:Profit from the CoreBeyond the CoreMost all sustainable growth is based on 1-2 strong cores. A profitable core is centered on the strongest position in terms of loyal customers, competitive advantage, unique skills, and ability to earn profits.Six growth adjacencies:New customer segments:Micro-segmentation of current segmentsUnpenetrated segmentsNew segmentsNew geographiesGlobal expansionLocal expansionNew channelsInternetDistributionIndirectNew productsNew to worldComplementsSupport servicesNext generationJust new products / servicesNew BusinessesNew to world needsNew substitutesNew modelsCapability adjacenciesNew value chain stepsForward integrationBackwards integrationSell capability to outsideHow to assess an adjacency move:Factor 1: Adjacency is tightly tied to a strong core.Factor 2: An attractive adjacency market in terms of profit poolsFactor 3: The ability to capture economic leadership in that market. Competitive advantage as an attacker and then an incumbent.—----Related articles:Growth, ROIC / RONIC and Growth + Sales in Digital Valuation (Asia Tech Strategy – Podcast 102)An Intro to Growth and “Birds in the Bush” in Digital Valuation (Asia Tech Strategy – Daily Lesson / Update)From the Concept Library, concepts for this article are:Growth: Core vs. AdjacencyDigital Operating Basics——-I write and speak about digital China and Asia's latest tech trends.I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show (https://jefftowson.com)

This week's podcast is about how digital impacts society, business, news and politics. And how centralized planning might be the best solution in a digital world.You can listen to this podcast here or at iTunes and Google Podcasts.—Related articles:Valuation Like Warren Buffett in 1 Slide (Asia Tech Strategy – Daily Lesson / Update)An Intro to Digital Valuation (Asia Tech Strategy – Daily Lesson / Update)Why DCF Sucks for Digital Valuation. (Asia Tech Strategy – Podcast 101)From the Concept Library, concepts for this article are:Coordination and Transaction CostsEcosystems vs. Platforms vs. NetworksTheory of the FirmFrom the Company Library, companies for this article are:n/a ------------I write and speak about digital China and Asia's latest tech trends.I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show (https://jefftowson.com)

This week's podcast is about growth and how it relates to value and valuation. ROIC vs. RONIC is an important part of separating past and continuing value.You can listen to this podcast here or at iTunes and Google Podcasts. —-Related articles:Valuation Like Warren Buffett in 1 Slide (Asia Tech Strategy – Daily Lesson / Update)An Intro to Digital Valuation (Asia Tech Strategy – Daily Lesson / Update)Why DCF Sucks for Digital Valuation. (Asia Tech Strategy – Podcast 101)From the Concept Library, concepts for this article are:ValuationGrowth, ROIC/RONIC and ValueGrowth + SalesFrom the Company Library, companies for this article are:n/a--------I write and speak about digital China and Asia's latest tech trends.I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show (https://jefftowson.com)

This week's podcast is about how to apply DCF in valuations of digital companies.You can listen to this podcast here or at iTunes and Google Podcasts.For the tennis ball story and DCF details, here are the slides.–----Related articles:Valuation Like Warren Buffett in 1 Slide (Asia Tech Strategy – Daily Lesson / Update)An Intro to Digital Valuation (Asia Tech Strategy – Daily Lesson / Update)From the Concept Library, concepts for this article are:Valuation: DigitalDiscounted Cash FlowFrom the Company Library, companies for this article are:n/a———-I write and speak about digital China and Asia's latest tech trends.I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show (https://jefftowson.com)

This week's podcast is about Hillhouse Capital and how they are buying and digitizing Chinese and increasingly Asian companies. I talk about their deals with Belle and Gree.You can listen to this podcast here or at iTunes and Google Podcasts.Here is my summary of digital operating basics (Dr. Ram's book combined with some of my own thinking):Scale and growth at small incremental cost.Continuous personalization and customer-facing innovation.A digital core for operations.Ecosystem and connectednessPeople, culture and work design create a social engine that enables innovation and execution – increasingly personalized for each customer.Money-making at scale makes the company sustainable. It enables continuous innovation, including big bets where the ability to withstand losses is important.The picture I use to summarize Value Point is shown here.—–Related articles:How I Learned to Love SoftBank and Its Investment Strategy (Jeff's Asia Tech Class – Daily Update)Lessons in Digital Operating Basics from Ram Charan. Part 1 of 2 on “Rethinking Competitive Advantage”. (Asia Tech Strategy – Podcast 98)Meituan vs. Ctrip vs. Alibaba: Who Will Win in China Services? (Jeff's Asia Tech Class – Podcast 22)From the Concept Library, concepts for this article are:Digital Operating BasicsValue Point (Ques 7)From the Company Library, companies for this article are:Hillhouse Capital GroupBelleTopsport International HoldingsGree Electric——-I write and speak about digital China and Asia's latest tech trends.I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show (https://jefftowson.com)

This week's podcast is my second on Ram Charan's new book “Rethinking Competition Advantage“. I think it has a lot of great insights about the basics of digital operations.You can listen to this podcast here or at iTunes and Google Podcasts.Here is my summary of digital operating basics (Dr. Ram's book combined with some of my own thinking):Scale and growth at small incremental cost. Continuous personalization and customer-facing innovation. A digital core for operations.Ecosystem and connectedness.People, culture and work design create a social engine that enables innovation and execution – increasingly personalized for each customer. Money-making at scale makes the company sustainable. It enables continuous innovation, including big bets where the ability to withstand losses is important. —–Related articles:Lessons in Digital Operating Basics from Ram Charan. Part 1 of 2 on “Rethinking Competitive Advantage”. (Asia Tech Strategy – Podcast 98)Meituan vs. Ctrip vs. Alibaba: Who Will Win in China Services? (Jeff's Asia Tech Class – Podcast 22)From the Concept Library, concepts for this article are:Digital Operating Basics------I write and speak about digital China and Asia's latest tech trends.I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show (https://jefftowson.com)

This week's podcast is about Ram Charan's new book "Rethinking Competition Advantage". I think it has a lot of great insights about the basics of digital operations. But not much about competitive advantage.You can listen to this podcast here or at iTunes and Google Podcasts.Here is the link to the Q&A on Sept 7:Live Chat with Prof Jeff on Asia Tech StrategyHere is my interpretation of the book's digital operating basics:A personalized consumer experience is key to continued growth. Continually innovating on the consumer experience enables cross-selling more and more products and services to a broad audience. A "market of one" is the ultimate personalization.Companies need a digital core for operations. Algorithms and data are essential weapons.A company needs an ecosystem. Every major player needs at least 10 partners for sharing data, meeting a range of consumer preferences, growing faster than it otherwise could and continually refreshing with technology and innovation.Companies need powerful moneymaking models. Target a big opportunity and increase cash gross margin by innovation and cost reductions over time. Fund multiple experiments against consumer experience. Add revenue streams on the same digital core.People, culture and work design form a social engine that enables innovation and execution personalized for each customer. Decision-making is designed for innovation and speed.—–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: Who Will Win in China Services? (Jeff's Asia Tech Class – Podcast 22)From the Concept Library, concepts for this article are:Digital Operating BasicsFrom the Company Library, companies for this article are:n/a———-I write and speak about digital China and Asia's latest tech trends.I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show (https://jefftowson.com)

This week's podcast is about assessing specialty ecommerce companies (i.e,. the anteaters) vs. the ecommerce giants (i.e,. the lions). Which will survive? Which will thrive?You can listen to this podcast here or at iTunes and Google Podcasts.Here is the link to the Q&A on Sept 7:Live Chat with Prof Jeff on Asia Tech StrategyHere are my 5 questions (thus far) for assessing the viability of a specialty ecommerce company.Is the company sufficiently differentiated in the user experience?Can the company compete and/or differentiate in logistics or infrastructure without ongoing spending?Does the company have a strong competitive advantage in a circumscribed market?Is there a clear path to significant operational cash flow?Has the company avoided markets and situations that are attractive or strategic for the major ecommerce companies?Addendum: Don't overestimate first mover, virality or growth hacks.Here's my assessment of various specialty ecommerce companies:Thriving:Etsy – huge suite of unique products for mass market by capturing unique merchants.Oriental Trading Company – unique product for niche market by unique logistics.Pinduoduo - engagement driven ecommerce.Survive, but questionable:Global-e – cross border logisticsI'm not optimistic:DingdongFarfetchSituations that may be overestimating first mover, virality or growth hacks.Delivery Hero:Shein——--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: Who Will Win in China Services? (Jeff's Asia Tech Class – Podcast 22)From the Concept Library, concepts for this article are:Specialty EcommerceInteractive and Engagement-Focused EcommerceFrom the Company Library, companies for this article are:EtsyOriental Trading CompanyPinduoduo---------I write and speak about digital China and Asia's latest tech trends.I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show (https://jefftowson.com)

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: Who Will Win in China Services? (Jeff's Asia Tech Class – Podcast 22)From the Concept Library, concepts for this article are:Role of the StateUncertainty Investing ApproachesFrom the Company Library, companies for this article are:Alibaba———I write and speak about digital China and Asia's latest tech trends.I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show (https://jefftowson.com)

In Episode #69, we are joined by Andrew Peaple, editor at The Wire China, and co-founder and presenter of the Asia Matters podcast. We discuss: Andrew's journalism career, including a 16-year stint at The Wall Street Journal. The JET Program and why it represents a soft power triumph for Japan. How journalism has been impacted by the growth of the public relations industry, as well as the emergence of social media. Asia Matters, and how it was partly motivated by existing gaps in non-China Asia coverage. The importance of understanding how Asians are interacting with each other - not just DC thinktank perspectives. The culture shock of returning to the UK after many years abroad. Brexit and Britain's importation of the American culture wars. What it means if someone in the UK compares you to Marmite. Listening, and watching recommendations from: Andrew In Our Time (BBC podcast) Invisible China, by Scott Rozelle and Natalie Hell  Fred Asia Matters, of course! We'll see you next week for another exciting and informative episode when we sit down with Robert Fatton Jr., one of the foremost experts on Haiti.

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 19, 2021 at 6:00 PM | Eventbrite4 Reasons Didi and Ctrip should merge:They are both subscale in B2C digital ChinaBoth are exposed. And industry barriers in services are shifting and falling.They are complementary in terms of users, usage, data and cash flow.Meituan is coming. It is likely it will enter ride-sharing, just like it did in accommodations.—---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: Who Will Win in China Services? (Jeff's Asia Tech Class – Podcast 22)From the Concept Library, concepts for this article are:Indirect Network EffectsMarketplace Platform for ServicesFrom the Company Library, companies for this article are:CtripDidi------I write and speak about digital China and Asia's latest tech trends.I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show (https://jefftowson.com)

In this episode, Hall welcomes Gerard van Swieten, Managing Partner at LvS Partners.Laursen van Swieten (LvS) specializes in funding and executing the international expansion of innovative growth-stage companies. They are especially active and experienced in Asia/China expansion. They make active expansion investments to establish footholds outside of home markets. LvS works in 3 fast-growing sectors: healthcare and biotechnology, industry 4.0, and media & entertainment. Mr. van Swieten is a Dutch national and has been working and living in China/Asia for 12+ years. He has extensive experience in cross-border trade and investment in FMCG, manufacturing, IT, and finance. Before founding LvS Partners, Mr. van Swieten was a partner at Mandarin Hill Capital and IJK Capital. During his tenure at both Mandarin Hill Capital and IJK Capital, Mr. van Swieten led the China expansion for multiple portfolio companies in solar, healthcare IoT, and media and entertainment sectors. Prior to that he served as Head of Legal of BRF SA for Asia, Europe and Africa after having worked as an attorney in Amsterdam at Clifford Chance and in Shanghai at HIL. Mr. van Swieten holds a Masters in Dutch law from Maastricht University, a Masters in Chinese law from Hong Kong University, and an MBA from Tsinghua-MIT Sloan. Gerard discusses expansion investment, advantages of this strategy over other value-added strategies, the primary trend in Asia/China expansion for ‘Western Companies', and changes he expects to see in the coming 12 months. You can visit LvS Partners at , and via LinkedIn at .   Gerard can be contacted via email at , and via LinkedIn at    Music courtesy of . 

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 my webinar next week on retail tech at:Jeff's Retail Tech Sprint Tickets, Wed, Aug 11, 2021 at 7:00 PM | EventbriteHere is the marketing material for OShares OGIGX.OGIGX Index Presentation 2021Q2- June 2021 endHere is the Standard Digital Playbook:Target a 10x or 100x market opportunity.Grow users and revenue.Capture and grow cash gross margin. Not the %. The cash.Flood cash into new revenue streams and innovation to improve the user experience.That playbook is all about building a digital business on the demand side. It is about identifying a big opportunity and then systematically improving the consumer experience and going after related consumer problems.However, this also usually results in negative operating profits until sufficient scale is reached. The gross profits are positive but the operating profits are negative. Often for a long time. However, with increasing scale the operating leverage eventually kicks in and the big profits are revealed.Here is a list for the Digital Basics:Growth and ScaleDigital CoreEcosystem, Connectedness and Coordination-Based Business ModelsLeadership and ManagementPeople, Culture and TalentOperating Cash Flow. The Cash Engine.——-Related articles:Lessons from Cheah Cheng Hye on China Stocks and Uncertain Terrains (Asia Tech Strategy – Daily Lesson / Update)Can Foodpanda / Delivery Hero Get to Profitable Scale in On-Demand Food? (Asia Tech Strategy – Daily Lesson / Update)From the Concept Library, concepts for this article are:Digital BasicsDigital Playbook (Standard)From the Company Library, companies for this article are:Delivery Hero / Foodpanda——–I write and speak about digital China and Asia's latest tech trends.I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and infSupport the show (https://jefftowson.com)

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 my online talk Thursday with Kevin O'Leary at:O'Shares ETFs + Jeff Towson Live | O'Shares ETFs (oshares.com)You can sign-up for my webinar next week on retail tech at:Jeff's Retail Tech Sprint Tickets, Wed, Aug 11, 2021 at 7:00 PM | EventbriteWays to profit from State involvement:Ride the big waves from top-down initiativesCopy Cheah Chang Hye (Value Partners). Buy and sell unfollowed and obscure China bargains.Demand a bigger margin of safetyBuy and sell fast (Ben Graham).Buy quantitative certainties (Ben Graham).Buy great companies and hold long-term (Philip Fisher).—----Related articles:How to Assess Political Risk in China Tech (Asia Tech Strategy – Podcast 92)Lessons from Cheah Cheng Hye on China Stocks and Uncertain Terrains (Asia Tech Strategy – Daily Lesson / Update)How to Profit from China Politics: Suntech and State Catalysts. (Asia Tech Strategy – Daily Lesson / Update)From the Concept Library, concepts for this article are:Role of the StateGiants, Dwarves and the StateCatalystsFrom the Company Library, companies for this article are:SuntechCheah Cheng Hye / Value Partners--------I write and speak about digital China and Asia's latest tech trends.I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show (https://jefftowson.com)

This week's podcast is about political risk in China tech, but really it is about how to think systematically about the role of the State. And about making investment decisions on uncertain terrains.You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.Here are five investment approaches to uncertain environments.Stay out.Buy and sell fast.Focus on quantitative certainties. Tangible assets.Focus on really great businesses. And qualitative factors. Buy and hold through tough times.Demand a bigger margin of safety.How to assess the role of the State and political risk:Question 1: Does the State have an active role in this sector? If so, don't go forward until you can understand it. It is one of three key forces.If no role, then you can view this with a typical industry approach.Question 2: If there is an active role, what are the State's interests? What is the evidence for this? Is it actively supporting? Is it against against rapid or significant development? Is it just muddy and mixed?Ques 3: If it is actively supporting, then ask how this firm is advancing the State's interests? How is it working with govt? That is the main thing that matters.About Giants, Dwarves and the State. See my webpage link.----Related articles:What TikTok Can Learn From Huawei About the Role of the State (Jeff's Asia Tech Class – Podcast 39)How Tsingtao, CR Snow and the Other Beer SOEs Won Big in China (Pt 2 of 2)From the Concept Library, concepts for this article are:Role of the StateGiants, Dwarves and the StateFrom the Company Library, companies for this article are:Philip FisherBen Graham--------I write and speak about digital China and Asia's latest tech trends.I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show (https://jefftowson.com)

Darren speaks to Roy about what makes the CEIBS MBA unique - get the insider word on admissions, financing and career placements at one of the top MBA programs in China / Asia.