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O2O and the New Retail: Alibaba and Tencent Bid for the Future of E-Commerce

July 23, 2018 By Chris Russell

The rise of e-commerce has long been touted as a threat to shopping malls and bricks-and-mortar stores, with consumers preferring the ease and convenience of shopping online. But while e-commerce has made serious inroads into certain goods and services, sectors such as fresh food remain stubbornly resistant, even in China, one of the most eager adopters of e-commerce in the world. The country’s internet giants are moving toward a new model, what Alibaba Chairman Jack Ma calls “New Retail” — an integration of online with the offline world that e-commerce was supposed to cannibalize.

Filed Under: All Articles, China, O2O, Retail

China Retail, Retold

May 29, 2017 By Helen Roxburgh

At the enormous Pacific Department Store on Shanghai’s Huaihai Road, barriers block the street entrances and windows are shuttered. The store, which was one of the largest on one of the city’s busiest shopping streets for nearly two decades, closed in January. The shell of the store now sits incongruously opposite the K11 mall, which has been thriving ever since implementing a smart re-think of the shopping mall concept a couple of years ago. The lesson of the different fates of these two shopping centers is clear—adapt or die. Retail is not declining in China, it’s just changing.

Filed Under: All Articles, Consumers, Digital Economy, eCommerce, Know China, Mobile Commerce, O2O, Retail Tagged With: commercial real estate, Retail, Shopping

Uber China Faces a Massive Challenge in the China Market

July 12, 2016 By Claire van den Heever

Uber China, a massive expansion challenge

Doing business in China has never been easy for foreign-owned companies, but Uber has largely managed to avoid conflict by operating as a separate Chinese subsidiary, Uber China, on the mainland. However, Uber China still faces many challenges: competing with Didi, not being profitable, and even worse, its business has always been riding on a government regulation fence. In a market that is as challenging, and competitive as China’s, the answer to winning over China’s smartphone users lies deeper than just competitive pricing or partnerships.

Filed Under: All Articles, Automobile Industry, Consumers, Multinationals in China, O2O, Policy and Law Tagged With: Competition, Didi Dache, O2O, Uber

How BAT and Xiaomi are investing in other companies

November 10, 2015 By Li Hui

China’s internet world is ruled by three big players: Baidu, Alibaba and Tencent, collectively known as BAT. The three companies generated revenues of $20 billion in 2013 and $8.16 billion in the third quarter of 2014. The big three account for a significant, and perhaps disproportionate, share of China’s internet market. Another technology company that has risen to prominence pretty quickly is Xiaomi. BAT and Xiaomi are quickly making inroads into new areas outside their core business—by either investing in or acquiring companies. Take a look at the brand and companies that are backed by these four companies.

Filed Under: All Articles, Digital Economy, Infographics, Mergers and Acquisitions, O2O Tagged With: Alibaba, Baidu, Didi Dache, Infographics, Investment, Kuaidi Dache, Mergers and Acquisitions, Tencent, Uber, Xiaomi

Mobile Wallets in China: Click to Pay

July 30, 2015 By Li Hui

Mobile wallets are taking off in China but it is too early to say what they mean for the use of cash and bank cards.

Filed Under: All Articles, Best Practice, Consumers, Digital Economy, eCommerce, Infographics, Know China, O2O Tagged With: Alipay, Baidu, Mobile Payments, O2O, Slider, Tencent, WeChat

My ‘App-y Life: Living Life Off Mobile Apps in China

July 23, 2015 By Li Hui

Mobile apps in China have created a bubble in which people can get most of the things they need without stepping out of the comforts of their home

Filed Under: All Articles, Digital Economy, Infographics, O2O, Technology Tagged With: Baidu, Dianping.com, Group Buying, Mobile Apps, O2O, Slider, Taobao, Tencent

Ghost Malls in China: Where Have all the Shoppers Gone?

June 9, 2015 By Helen Roxburgh     

With the rise of e-commerce and more discerning consumers, the recent growth of malls in China risks becoming redundant.

Filed Under: All Articles, Digital Economy, eCommerce, Innovation, Know China, O2O, Retail, Technology Tagged With: Alibaba, eCommerce, O2O, Retail, Shopping, Slider, Tmall

Alibaba and the Rest: The Davids Vs. Goliath

February 4, 2015 By Sarah O’Meara

With its huge scale and steps toward global dominance, can anyone rival Alibaba’s might in China’s e-commerce sector?

Filed Under: All Articles, Digital Economy, eCommerce, Know China, O2O, Retail, Technology Tagged With: Alibaba, Alibaba IPO, Alipay, Baidu, JD.com, O2O, Slider, Taobao, Tencent, Wanda, WeChat

No Purchase Necessary: the Sharing Economy in China

February 3, 2015 By Colin Shek

The sharing economy has been threatening traditional industries in the West. Now it’s gaining a foothold in China.

Filed Under: All Articles, Best Practice, Consumers, Digital Economy, Innovation, O2O, The Chinapreneurs Tagged With: Airbnb, Car Rental, Chinese Consumers, Government Regulation, O2O, Sharing Economy, Slider, Uber, WeChat, Yongche

O2O Primer: Online to Offline Commerce in China

September 30, 2014 By Li Hui, Major Tian and Neelima Mahajan

Online to Offline commerce, or O2O, is being heralded as the next big thing in China’s e-commerce sector. Why is it so popular and who are the key players?

Filed Under: All Articles, Best Practice, Consumers, Digital Economy, eCommerce, Infographics, O2O, Technology Tagged With: Airbnb, Alibaba, Alipay, Baidu, eCommerce, GroupOn, Infographic, O2O, Slider, Taobao, Tencent, Uber, Vanke, Wanda, WeChat

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Information, analysis, and interviews about the Chinese economy and doing business in China, from the people who know it best. Presented by the Cheung Kong Graduate School of Business, China's leading business school.


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