First episode of 2024. After a long hiatus Alex and Jianggan catch up. We have a short personal updated followed by the state of Chinese Tourism, the general economic outlook for 2024 and the nature of looming uncertainties. Towards the end we dig deep into the state of E-commerce and what is going on behind the Lazada layoffs. Tune in to hear it all!

Accompanying SubStack - https://bit.ly/LLBE28SubStack

Timestamps:

0:00 E27: Personal Updates, Outlook for 2024, Lazada Layoffs, State of E-commerce, Long Term Thinking & Clarity

00:24 Personal Update Reflections 2023

05:08 Chinese Tourism Into 2024

10:38 Outlook for 2024

16:05 Second Order Effects of Uncertainty

17:38 Hidden Global Risk in Asia For 2024

21:14 Where Are We Business-wise For 2024

27:25 State Of E-commerce & Lazada Layoffs

33:45 Lazada Layoffs Growing Pains? Or Failed Chinese Expansion?

38:29 Super Apps, still super?

41:44 Temu Outlook 2024

51:35 Innovation Outlook for E-commerce

52:01 Live Shopping

53:49 Long Term Thinking & Clarity