The Great Leap Frog

The E-commerce Revolution in China

E-commerce is a channel that everyone knows is important. However we believe that it is still frequently underestimated and opportunities are left on the table for retailers and consumers alike. It is not just a channel to sell to consumers – it fundamentally changes the interaction dynamic in consumer businesses.

In our view, getting this right will be one of the biggest determinants of who the next winners and losers are in China.