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China

Autonomous Auto – Men and dogs

Reply to this post           I see a shake out with only a handful surviving.  Just as in 2011 when every man and his dog was...

Amazon / Baidu Results – Away from home.

Reply to this post           Both companies being driven by new businesses. Amazon Q1 16A.  Amazon reported mighty results as Amazon Web Services (AWS) grew by...

Google – One armed bandit Pt II.

Reply to this post           There remains little opportunity for Google in China. On the back of AlphaGo’s victory over the world champion Go player, Google...

Facebook – The beaten track

Reply to this post           Facebook’s plans for Messenger follow its Asian rivals. Facebook is preparing to do much more with Messenger as the Asian examples...

Xiaomi – Hard life

Reply to this post           Now the ecosystem is showing signs of strain. Things are not getting easier for Xiaomi as results from one of its...

China ecosystems – Pie filling

Reply to this post           The Chinese ecosystems are buying up the pieces they don’t already own. Now that growth in the home market is slowing,...

Xiaomi – All mod cons.

Reply to this post           The new Mi5 has everything except profit. Xiaomi’s strategy of getting users on board is working but the need to make...

Baidu – Videodrome

Reply to this post           Short term gain is likely to mean long term pain. Baidu has received an offer to purchase its 80.5% stake online...

Acadine Technologies – The Walking Dead Pt II.

Reply to this post           H5OS likely to struggle against tried and tested native. Acadine Technologies, a well-funded Chinese start-up is aiming to breathe new life...

Alibaba FQ3 15A – Law of large numbers

Reply to this post           A slowdown at Alibaba is inevitable. Alibaba reported good FQ3 15A results but there are signs that the outlook going forward...