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 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 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: 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%...
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...
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...
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.
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...