Sunday, June 13, 2021

Alibaba is joining the (reignited) ride-hailing war in China

It is an assault on Didi, but it is also defensive in the scenario that one day Didi might venture into other areas that threaten Alibaba’s empire, or reinforce Tencent’s.

Alibaba is an advertising company, more than an ecommerce one

60% of Alibaba's revenues are now derived from its advertising platform - Alimama.

Will Alibaba replace more people at Lazada?

The new Lazada CEO Lucy Peng is a heavy weight. She will make a lot of swift changes at the company.

Lazada is right to create new tech hub in Shenzhen

It allows them to adopt Chinese innovation much, much faster

Thoughts on SEA’s widening losses & Nick Nash’s departure

Shopee is taking the right, albeit very risky, strategy; and Tencent is the wild card

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