When I saw Alibaba’s team in Beijing a few years ago, they were just rolling out Dingtalk. It had only 2.5 million users and they were quietly hoping to use this SME app and convert it to a payroll and working capital lending vehicle. Cut to three years later and it now has 100 mn. users and 43 mn. SME users — and 7 mn. enterprise users. Unparalleled execution globally.
Paul Schulte has had a career in equity research which spans 22 years on both the buy and sell sides covering the Asian and emerging markets. He also has 5 years of government policy experience in emerging markets. He has been frequently ranked in top-five…read more
