Reply to this post Xiaomi and Huawei go in different directions. While commentators are absorbed with Apple’s (almost certainly temporary) No. 1 position in the...
Reply to this post GoPro needs something special to fend off Shenzhen. GoPro released another set of awful results highlighting how much damage its failure...
Reply to this post This time around, Qualcomm should fight. I think Qualcomm will best serve its shareholders by fighting tooth and nail to halt...
Reply to this post Where Alibaba crosses swords with its peers, life is much tougher. Alibaba reported excellent FQ3 17 results as growth in the...
Reply to this post Small war chest means laser sharp strategy and execution needed. Chinese real estate developer Sunac has pumped $2.2bn into LeEco to...
Reply to this post Valuation lifted to $5bn but still 89% below last raise. Xiaomi has supplied some details of its performance for 2016 but...
Reply to this post The woeful offline experience offers a real opportunity. It looks like Alibaba is about to take a leap into the offline...
Reply to this post HERE is closing the gap to Google with the Chinese and Intel joining up. HERE gets one over on Google by...
Reply to this post Greater verticalisation looks like it is coming to China. It looks like Qihoo is having another go at the smartphone market...
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.
Baidu – One trick pony?
Reply to this post Baidu may be giving up on its ecosystem. There is little doubt that Baidu’s investments outside of its core search offering...