Exit from Covid agony becomes clear. Hidden deep in the new regulations lies the key that will allow China to back away from its disastrous Covid Zero policy and at...
The latest ban is all noise and no substance. The USA has banned the sale of all electronics from Huawei and ZTE into the USA on the grounds of national...
The turn depends on Covid Zero policy. Alibaba reported reasonable results where e-commerce remained flattish but an increase of share buybacks to $40bn to the end of 2025 provided much-needed...
AI can’t rescue this one. The general malaise in advertising is by no means limited to the big names as even TikTok which has gained a lot of market share...
7th November 2022: Radio Free Mobile and Alavan Independent update their coverage of the geopolitical and technological rivalry between the USA and China with the publication of Clash of the...
Semi-equipment makers remove China The US and European semiconductor capital equipment industries are self-censoring their business with China in a way that is much more draconian than I expected and...
No way back. The repercussions of the latest US restrictions (see here) are likely to go both far and wide through the Chinese technology industry slowing its development and putting...
The USA goes beyond semis in its war on Chinese technology. The USA is about to ramp up the pressure still further on China’s semiconductor industry which marks a departure...
RFM & Alavan Independent update their coverage of the USA / China political and technology war with the publication of China vs. USA – Clash of the Titans Vol IV...
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.
USA vs. China – Digital iron curtain
Balkanisation of the Internet is bad for everyone. Now that 5G is starting to mature, attention is turning to 6G and here it is clear that China has no intention...