Reply to this post HERE is closing the gap to Google with the Chinese and Intel joining up. HERE gets one over on Google by...
Reply to this post Greater verticalisation looks like it is coming to China. It looks like Qihoo is having another go at the smartphone market...
Reply to this post Very risky proposition leaves too little on the table. Meitu has 446m active users but its revenue comes almost exclusively from...
Reply to this post Still a lot of work needed to realise its full potential. Tencent reported another excellent set of results but the fact...
Reply to this post I think financial thin ice will force LeEco out of automotive. LeEco has hit a major stumbling block meaning that something...
Reply to this post Huawei and Xiaomi need a deal with the BATmen. The rise of Vivo and Oppo in China against incumbents Huawei and...
Reply to this post Chinese regulatory risk laid bare in Baidu’s latest earnings report. Baidu reported a difficult set of results where increasing government regulation...
Reply to this post Chinese automakers give away a crown jewel. The willingness of the Chinese automakers to give away digital differentiation to the BATmen...
Reply to this post Tencent and Activision can breathe a sigh of relief. Pokemon Go is already showing all the hallmarks of being a craze...
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.
Alibaba – Shopaholic
Reply to this post The woeful offline experience offers a real opportunity. It looks like Alibaba is about to take a leap into the offline...