Good stuff as usual, i read every one of your articles, keep up the good work.
One recommendation i have is would you consider incorporating more Chinese company analysis or as examples in your articles? For instance, when discussing ridehailing, DIDI may worth looking into in comparison to Uber and lyft, and for subsidies, all major chi…
Good stuff as usual, i read every one of your articles, keep up the good work.
One recommendation i have is would you consider incorporating more Chinese company analysis or as examples in your articles? For instance, when discussing ridehailing, DIDI may worth looking into in comparison to Uber and lyft, and for subsidies, all major chinese Internet platform practice subsidies in one form or another (BABA, meituan, PDD, etc), or for high speed rail, China now has the longest high speed rail network in the world and there are several listed operators. Would be nice to have an idea how the Chinese counterparts compare to global peers.
I do get a lot of feedback about including broader comparisons and analyses, as you suggest, but unfortunately they are the most time consuming thing to do, because they require a lot of research to be done correctly, and I only have so much time when I write these. I do understand why people are more interested in these broader comparisons than whatever narrow point I am making, so I probably will experiment with different kinds of posts in the future.
Good stuff as usual, i read every one of your articles, keep up the good work.
One recommendation i have is would you consider incorporating more Chinese company analysis or as examples in your articles? For instance, when discussing ridehailing, DIDI may worth looking into in comparison to Uber and lyft, and for subsidies, all major chinese Internet platform practice subsidies in one form or another (BABA, meituan, PDD, etc), or for high speed rail, China now has the longest high speed rail network in the world and there are several listed operators. Would be nice to have an idea how the Chinese counterparts compare to global peers.
Thanks!
I do get a lot of feedback about including broader comparisons and analyses, as you suggest, but unfortunately they are the most time consuming thing to do, because they require a lot of research to be done correctly, and I only have so much time when I write these. I do understand why people are more interested in these broader comparisons than whatever narrow point I am making, so I probably will experiment with different kinds of posts in the future.
Specifically regarding high speed rail, I found Alon Levy to be very good when I was researching this piece, and he specializes in international comparisons, including wrt China, e.g.: https://pedestrianobservations.com/2020/04/27/construction-costs-in-china-preliminary-notes/
And wrt Chinese tech, Lillian Li has a good substack: https://lillianli.substack.com/
Great, thanks vm for the recommendations. i'll keep an eye on them