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Alibaba jumps into China’s quick commerce war
On April 30, as China was heading into the 5-day May Day golden week holidays, Alibaba jumped into the Meituan, JD quick commerce flight.
According...
Cainiao Streamlines Focus and Reshapes Ties with Alibaba Platforms
In the last weeks of 2024, there were a number of rumours that Cainiao, Alibaba’s logistics affiliate, would go through a “massive restructuring”. A...
Alibaba’s Joint Venture in South Korea: A Clever Move
This article was written on December 30, 2024 for the Chinese blog of Momentum Works on the Wechat platform, and was translated into English...
E101 – The Impulso Podcast – Alibaba’s ecommerce merger mirrors Temu’s strategy?
On 21 November, two stories rocked China’s ecommerce scene, with global implications.
In this episode, we discuss the first story: Alibaba Group’s announcement to merge...
Our thoughts on Alibaba restructuring and PDD earnings
On 21 November, two stories rocked China’s ecommerce scene, with global implications.
First was Alibaba Group’s announcement to merge its domestic Chinese and international ecommerce...
Jack Ma’s message to Alibaba on its 25th anniversary
Yesterday (10 Sep 2024), on the occasion of Alibaba’s 25th anniversary, Jack Ma posted on the company internal bulletin board responding to a message...
E71 – The Impulso Podcast – Joe Tsai interview redefines who Alibaba’s customers really...
In a recent interview, Joe Tsai, Chairman of Alibaba, redefined Alibaba’s customers as users shopping on their apps, a shift from their previous focus...
E68 – The Impulso Podcast – Alibaba is giving up on new retail
Last week, Alibaba announced that Hou Yi, the founder of the Hema (or 'Freshippo') retail chain, will retire as CEO, to be replaced by...
Alibaba is giving up on Hema and offline retail?
Last week, Alibaba announced that Hou Yi, the founder of Hema (or “Freshippo”) retail chain, will retire as CEO, replaced by CFO Yan Xiaolei.
The...
[New report] Transforming Alibaba: Understanding Alibaba’s most radical changes in history
In March 2023, following Jack Ma’s return to China, Alibaba announced its biggest restructuring in history. The group will be “split” into six independent...
