6 minutes

The Landscape of China’s New Digital Economy: Reviewing Recent Trends

Primary Analyst: Coresight Research
Contributors
Primary Analyst: Coresight Research
Other Contributors:
Charlie Poon
Eliam Huang
Insight Report

What's Inside

The landscape of China’s digital economy has changed dramatically, with some existing players losing share of consumers’ time spent on digital platforms (e.g., Baidu), and a number of new companies gaining share (such as Internet unicorn ByteDance, which owns TikTok).

We assess the current marketplace and review a number of trends across the following key topics:

  • The changing popularity of different digital ecosystems among mobile users
  • The evolution of Alibaba’s and Tencent’s stock prices
  • The investment portfolios of Alibaba and Tencent

Our infographic maps Alibaba’s and Tencent’s digital ecosystems.

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