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Jul 9, 2018

Aibaba vs Tencent

Or "Ma vs. Ma". Comprehensive piece from Forbes about the two Chinese giants, how they compete with each other and how they differ from their American peers. It includes some interesting info about the domestic Chinese market and a few great charts/stats, about their operations and investment strategies. And personally I wasn't aware of Alibaba's "integrated retail program". where even 7-11-sized shops and bodegas get modern inventory software, sensors that monitor foot traffic and camera generated heatmaps to optimize their physical stores. Great read:

http://fortune.com/longform/alibaba-tencent-china-internet/