Alibaba & Tencent: China's Digital Disruptors
We've just published a new research paper 'Alibaba & Tencent: China's Digital Disruptors'. Both Alibaba and Tencent have created formidable Internet ecosystems within China. However, the increasingly competitive Chinese economy is now slowing, and their continued growth depends on weakening the control of Google, Facebook and Amazon over the global digital commerce market. In the first of two reports on China, we examine Alibaba and Tencent's services, business models, and aspirations, and explain how and why telcos should support their international expansion.
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