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...
Congress seems to want to give Facebook the ByteDance treatment. Facebook has had a bad week but the allegations being made have been quite effectively shot down by Mr. Zuckerberg,...
ByteDance joins the giants. TikTok the short video service owned by ByteDance has announced that it has over 1bn users making it unique as the only Chinese company that has...
28th September 2021: RFM and Alavan Independent update their trade and tech war coverage to provide subscribers with an in-depth political and technical assessment situation of Chinese regulation and how it...
China kills another industry. China has outlawed cryptocurrencies in a move that seeks to protect the central government’s control of the financial system but will ensure that all of the...
Didi is in desperate peril. Didi Global CEO and founder Jean Liu is hoping that making an exit is going to save her company, but all of the evidence points...
A move that might actually benefit China. The forced opening up of the Chinese digital ecosystems forces the incompatible systems to work together which will make the overall opportunity for...
Half of Didi’s opportunity has already been lost. Didi appears to have lost 30% of its user base (and 50% of its opportunity) since the crackdown on its business which...
SMIC’s expansion highlights China’s difficulty in semiconductors. Semiconductor Manufacturing International Corporation (SMIC) is expanding its capacity, but its plans betray its limitations meaning that its 10nm aspirations are probably vapourware...
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.
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...