It is true that Covid-19 has caused unprecedented disruption in certain industries. Every day you hear discussions about startup layoffs, investors holding back, whether...
Big threat to the profitable incumbents
And please, no more talks about hawker food delivery
How much has China really exported?
Key is still to be humble, to understand, and to avoid making simplistic judgements.
the manufacturing juggernaut restarts
Every transportation method has its upside and downside; daily delivery eCommerce becomes the unlikely winner
Capital and execution
No one seems to be able to pin point the value created by these platforms that justifies their valuation
Survival is paramount for Chinese cross border players