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China

Tech Newsround – Report week

Semis should fare the best this week. Most of the big tech names will report their results over the next four days and while I expect most to have had...

China vs USA – Another own goal

China strikes another blow benefitting Team USA. It looks like further draconian measures are coming which will cause the largest source of capital for technology start-ups to dry up in...

Tencent – Breaking cover

Tencent goes for the Metaverse? Tencent looks to be about to begin its quest to enter the Metaverse but how an almost unknown device manufacturer (Black Shark) will help Tencent...

SenseTime – Prudence calls.

Retreat and live to fight another day. SenseTime’s addition to the US investment blacklist has delayed the already-downsized IPO where I think the sensible move is to postpone the listing...

Didi – Desperate times pt. II

Listing in Hong Kong will not help much. Didi has begun its preparations to relocate its listing to Hong Kong but this is unlikely to be able to make up...

Xiaomi – Cars, cars and cars.

Xiaomi could become a car company. Xiaomi appears to be planning to make at least 300,000 EVs per year which if successful could see EV revenue take over as its...

China vs. USA – The first cracks pt. II

China and US regulators further damage Chinese technology. Both the US and Chinese regulators have been busy this week and although they are on opposite sides both have made moves...

Alibaba & Nvidia – Government hassles.

Alibaba: a bail-out to win favour? The fact that news of an Alibaba-led consortium being the lead contender to bail out failed chipmaker Tsinghua Unigroup sent the shares down 5%...

Tencent Q3 2021 – The overhang

Regulatory overhang remains.   A slow down in growth at Tencent was mitigated somewhat by international expansion but could hide the fact that the regulatory spectre still looms large over...

China Technology – The turn?

Meituan follows Alibaba and sends a signal. Meituan has emerged from regulatory scrutiny almost completely unscathed implying that as long as everybody toes the line and behaves, then business (with...