Reply to this post Crunch time appears to be fast approaching. The LeEco proposition seems to be quickly unraveling as a flurry of bad news...
Reply to this post Xiaomi’s ecosystem remains its biggest weakness. Comparing itself to Costco helps Xiaomi’s valuation somewhat but does no favours when it comes...
Reply to this post Didi encounters a real growth problem. Didi is now the only credible ride hailing platform left in the Chinese market, but...
Reply to this post I am pretty sure Huawei lost money in handsets last year. Huawei reported strong growth in revenues in 2016 but that...
Reply to this post I think investing in Tesla is about China, not overseas. Tesla has announced that Tencent is investing $1.8bn in a 5%...
Reply to this post Tencent has time as most gaming AIs are relatively simple. Tencent is finally jumping into artificial intelligence (AI) and I think...
Reply to this post I think, LeEco must exit automotive to survive. It looks very much like LeEco is giving up its grand plans for...
Reply to this post Alibaba is going guns blazing for offline. Alibaba appears to be moving into offline retail much more quickly than I had...
Reply to this post I think Huawei would be better off doing a deal with Baidu. It looks like Huawei has decided to build...
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.
Alibaba – US breakthrough.
Reply to this post Deal with First Data changes the US game. Alipay has struck a deal with First Data Corp. that I think prepares...