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...
There is much worse ahead. Although the real regulatory hammer has yet to fall on Tencent, it is being hit far harder than I expected in other areas meaning that...
Very little to see here. The notion that Arm China has pilfered Arm’s IP and is selling it to Chinese customers makes no sense because even if it were true,...
The real hammer has yet to fall. There is more bad news for Tencent as regulatory tightening is further restricting its gaming business but the real hammer that decimated Ant...
Xiaomi is cleaning up. Xiaomi reported cracking Q2 2021 results underpinned by the ongoing collapse of Huawei, but it still does not make anything like enough money to make the...
The CCP does what the USA cannot. Didi is a great example of the long-term negative effects of overregulating an industry can have and hands an advantage to China’s arch-rival,...
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.
Crypto – The new outlaw
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...