Industrial Real Estate: "Power Supply Is the New Ceiling Height"
“Demand for warehouse workers is growing faster than the labor supply, and that could drive up costs for fulfillment center operations as digital...
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Meituan Dianping– As Good As It Gets?
Duopolies are generally good for profits in an industry. However, a central aspect of a duopolistic framework is market equilibrium. If China is...
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Alibaba's Investor Day - Jack Ma on Globalization, Trade War and the Future, A Few Takeaways(Part I)
How can you grow in the future? How can you grow faster? At Alibaba Group Holding (BABA US)'s Investor Day held at Hangzhou (Sep 17-18th), Jack Ma,...
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Maoyan IPO Preview: Running Out of Growth Drivers
As Meituan Dianping (3690 HK)’s shares begin trading on Thursday, we look at Maoyan, which was founded and subsequently divested by Meituan....
640 Views
Alibaba (BABA): Eventually Non-State Owned Companies Do Not Need to Face Another Judgement Day
Three Chinese internet giants have gotton into troubles during the past one month. Non-state owned company (private company below) owners become...
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