Mary Meeker understands the power of the super app. Her highly anticipated 2019 Internet Trends Report is, as usual, a sprawling snapshot of the state…
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Even Amazon can’t figure out China. As reported, as of July 18, Amazon will close its third-party online marketplace and stop providing seller services on its…
Recently Tencent and Alibaba were featured in a glowing Fortune article that asserted the two businesses are locked in a pitched battle as they expand their many businesses outside China....
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Baidu’s July 31 quarterly earnings demonstrate just how diversified that BAT – Baidu, Alibaba, and Tencent – have become. These companies are becoming far-flung in their scope, ascending as global...
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A new article from Adam Lashinsky of Fortune magazine, “Ma vs. Ma,” offers an intriguing look at the rivalry between Alibaba (led by Jack Ma) and Tencent (whose CEO is...
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On June 18, Google and JD.com announced that Google is investing $550 million in JD.com as part of a strategic partnership. Google thus joins many other businesses attempting to crack...
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A recently conducted survey by Frost & Sullivan finds that only two out of 10 U.S. and foreign retailers believe they are penetrating the world’s largest retail market: China. According to...
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Any business that wants to succeed in China needs to understand how to work within the ecosystems created by Baidu, Alibaba, and Tencent – collectively known as BAT. Baidu, Alibaba,...
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As Alibaba announced its fourth-quarter revenues May 4, analysts couldn’t resist comparing the company to Amazon, with descriptions such as “the Amazon of China.” The comparisons from a financial standpoint...
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Baidu, Alibaba, and Tencent can either help or hurt Western businesses that aspire to succeed in China. As I noted in a recent blog post, these three companies, collectively known...
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