In light of the recent conflicts, India has made a move to ban TikTok and Wechat and 57 other apps, made by firms that are all based in China. This ban is a big loss for ByteDance, as TikTok had surprisingly “cracked” the challenging mobile market in India. I explain the appeal of Tiktok in India. The issue with the Indian market typifies that challenges that face Chinese Internet firms that seek to go global.
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It has been slow at the Poiesis blog, as the end of semester duties draw to an end. Meanwhile interesting operations events have occurred at our horizon of interest. Notes will follow on this topics, but here are some quick thoughts. Amazon released its annual report. Now AMZ is a 177B company. Looking at Bezos’s letter, there is an emphasized continued focus on the e-commerce challenge in India. In fact, India is the only “geographic” bullet point among the highlighted bullet points in the report. Amazon has moved into India and my prediction remains strong that Amazon is likely to win this battle out and will soon be the biggest retailer in India. (Contrast this with China). An interesting tidbit: Bezos…
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