Reply to this post Alibaba is very different to Amazon. I think Alibaba’s investment in Sun Art has nothing to do with Amazon’s strategy with...
Reply to this post Mighty core business buys time. Tencent reported strong results driven mostly by its content offerings which gives the company time to...
Reply to this post Tencent begins to build on Supercell. Following the most difficult set of results after its IPO, Snap has conveniently announced that...
Reply to this post US fares far better than China. Alphabet and Amazon reported very strong results while Baidu struggled to deal with the shift...
Reply to this post OnePlus’ slip serves as a warning. BBK Electronics is fortunate that OnePlus is one of its marginal brands as a gaffe...
Reply to this post Tencent dominates but still has much more to do. Tencent already dominates Digital Life in China and now it is increasingly...
Reply to this post Android One will only ever benefit Google. Xiaomi and Google are resurrecting the Android One program but given what Xiaomi has...
Reply to this post Amazon and Baidu get back to what they do best. Amazon – Not making money Amazon reported disappointing results and guided...
Reply to this post The way in China is wide open for Baidu. Baidu’s strategy around its AI platform and its Duer OS has become...
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
E-commerce – Look East.
Reply to this post In mobile, China is more developed than USA. Comparing China’s Singles Day against Brown Thursday, Black Friday and Cyber Monday in...