Tag: Covid

Unpacking the rise and fall of 2-sided marketplaces: A look at the network effects that fueled their growth—and the challenges unraveling their value in a post-free-money era.

As the COVID-19 situation started to look ominous and the quantity of news on the topic reached overwhelming levels, I decided to mind-map thoughts on implications across each industry, and sub-sector. I then tried to link the sectors to large/prominent listed companies, so one could (seek to) quantitively track these ‘predictions’.

2019 will go down as the ‘worst of times’ for many in Hong Kong and 2020 feels like it has started as a ‘winter of despair’. COVID-19 couldn’t really have come at a more inopportune time. Outside Hong Kong and China it has been an extraordinary fortnight. It’s become evident to most people that the…