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China

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...

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...