Matt and John try to understand the recent (and not so recent) moves by China's internet giants into offline retail.
Links
Alibaba to invest $4.6 billion in China electronics retailer Suning JD vs Alibaba: The war for China's fresh food Alibaba is revamping China’s offline retailing through a bottom-up approach Tencent to challenge Alibaba's new retail with new investment in Yonghui's Super Species Tencent Leads $5.4 Billion Investment in Wanda Commercial Tencent to Back Carrefour in Challenge to Alibaba in Retail Alibaba's offline expansion widens to home furnishing with 15% stake purchase in Easyhome
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