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China

LeEco – Electric millstone.

Reply to this post           I think, LeEco must exit automotive to survive. It looks very much like LeEco is giving up its grand plans for...

Alibaba – Five guns east

Reply to this post           Alibaba is going guns blazing for offline.  Alibaba appears to be moving into offline retail much more quickly than I had...

Huawei & Baidu – Bodies and time.

Reply to this post           I think Huawei would be better off doing a deal with Baidu.   It looks like Huawei has decided to build...

Baidu – One trick pony?

Reply to this post           Baidu may be giving up on its ecosystem. There is little doubt that Baidu’s investments outside of its core search offering...

Xiaomi & Huawei – Different strokes

Reply to this post           Xiaomi and Huawei go in different directions. While commentators are absorbed with Apple’s (almost certainly temporary) No. 1 position in the...

GoPro vs. Shenzhen – Forlorn hope

Reply to this post           GoPro needs something special to fend off Shenzhen. GoPro released another set of awful results highlighting how much damage its failure...

Qualcomm – Tooth and nail.

Reply to this post           This time around, Qualcomm should fight. I think Qualcomm will best serve its shareholders by fighting tooth and nail to halt...

Alibaba FQ3 17 – Crossed swords.

Reply to this post           Where Alibaba crosses swords with its peers, life is much tougher.  Alibaba reported excellent FQ3 17 results as growth in the...

LeEco – Le life line

Reply to this post           Small war chest means laser sharp strategy and execution needed.  Chinese real estate developer Sunac has pumped $2.2bn into LeEco to...

Xiaomi – State of the nation

Reply to this post           Valuation lifted to $5bn but still 89% below last raise.  Xiaomi has supplied some details of its performance for 2016 but...