6 Comments
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Andy Ong's avatar

Brilliant piece, thank you!

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Brian Mushonga's avatar

Great piece and analysis as always. Eagerly waiting for your take on Youzan

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Yaxiong Zhao's avatar

Another insightful case study!

The modern Chinese online space, people, consumers, commercial entities, government, etc., are so complex in so large a scope that a birds-eye view are beyond the capability of most business analysis framework. I suspect individuals with such skills are virtually non-existent, as I have never encounter anyone who can present a systematic picture of the market.

Hope this channel becomes more and more valuable in this ongoing discussion!

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Johnny Dance's avatar

Thanks so much!

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Joshua Samuel's avatar

Great piece. Do you know how dependent Alibaba is on acquired traffic (vs organic traffic)? I am wondering if the Chinese consumer is less habitual/loyal to EC platforms vs West (and thus greater need for top of funnel traffic acquisition).

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Summer's avatar

wonderful.

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