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China

DJI – Brains not brawn

Reply to this post           The spark at DJI is in its software prowess. DJI has launched a new drone which I think clearly demonstrates this...

LeEco – Le-trenchment

Reply to this post           LeEco looks to return to its roots at home. LeEco’s foray into the United States looks like it is coming to...

Alibaba FQ4 17 – Intuitive integration

Reply to this post           Signs that Alibaba is moving to make the most of its ecosystem. Alibaba reported another excellent set of results which was...

Alibaba – US breakthrough.

Reply to this post           Deal with First Data changes the US game. Alipay has struck a deal with First Data Corp. that I think prepares...

LeEco – Le Crunch.

Reply to this post           Crunch time appears to be fast approaching. The LeEco proposition seems to be quickly unraveling as a flurry of bad news...

Xiaomi – No favours

Reply to this post           Xiaomi’s ecosystem remains its biggest weakness. Comparing itself to Costco helps Xiaomi’s valuation somewhat but does no favours when it comes...

Didi – Nasty economics

Reply to this post           Didi encounters a real growth problem. Didi is now the only credible ride hailing platform left in the Chinese market, but...

Huawei – Rivers of blood pt. IV

Reply to this post           I am pretty sure Huawei lost money in handsets last year. Huawei reported strong growth in revenues in 2016 but that...

Tencent – Home circuit.

Reply to this post           I think investing in Tesla is about China, not overseas. Tesla has announced that Tencent is investing $1.8bn in a 5%...

Tencent – Brute force.

Reply to this post           Tencent has time as most gaming AIs are relatively simple. Tencent is finally jumping into artificial intelligence (AI) and I think...