India is a blow upon a bruise. India’s move to stop Indian operators from using Chinese telecom equipment vendors looks bad for Huawei but it is quite possible that the...
Arm looks to be off the table. The reorganisation of Arm that was announced last month (see here) has been cancelled in what I think is a sure sign that...
No FOMO here. Alibaba reported good results as it continued to benefit from the same trends that have driven Amazon during the pandemic. Alibaba sells far more stuff than Amazon...
The US Department of Commerce gets serious. The US Department of Commerce has announced a tightening of sanctions on Huawei which at face value effectively mean that no one can...
The tech war heats up. The White House has ratcheted up the pressure on China with the issuance of two executive orders that in Tencent’s case makes far more noise...
This looks like an opportunistic investment for Microsoft. Microsoft is in talks to acquire TikTok that I suspect is more about an investment opportunity than a sudden newfound desire to...
Jio has a window to fill the void left by China. The banning of Chinese apps in India has created a convenient vacuum for which there is a great opportunity...
Apple and Huawei now dominate their parts of the China market. Although shipments have declined by 17% YoY both Apple and Huawei have flourished in the Chinese market gaining significant...
A self-defeating retaliation. If China blocks Nokia and Ericsson exports, it will simply accelerate the migration of manufacturing from China that will cost Chinese jobs and incentivise other companies and...
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.
TikTok – Replaceable parts.
China does Facebook et al a favour. China’s move to obstruct the sale of the international operations of TikTok is a self-defeating move that increases the likelihood of TikTok being...