Reply to this post Lenovo should be able to weather a stormy 2016 Lenovo reported a difficult quarter as weakness in the PC market and...
Reply to this post Flat revenue is the least of Xiaomi’s problems. Xiaomi has finally admitted that it ran out of growth in 2015, but...
Reply to this post Tencent needs to do a little better to keep everyone happy. Tencent reported very healthy Q1 16A results as business continued...
Reply to this post Apple’s investment looks more financial than strategic. Apple has agreed to invest $1bn in Didi Chuxing (formerly Didi Kuaidi) in a...
Reply to this post E-commerce powerhouse fuels ecosystem investments. Alibaba reported good FQ4 15A results but sent the clear message that would be ramping up...
Reply to this post I see a shake out with only a handful surviving. Just as in 2011 when every man and his dog was...
Reply to this post Both companies being driven by new businesses. Amazon Q1 16A. Amazon reported mighty results as Amazon Web Services (AWS) grew by...
Reply to this post There remains little opportunity for Google in China. On the back of AlphaGo’s victory over the world champion Go player, Google...
Reply to this post Facebook’s plans for Messenger follow its Asian rivals. Facebook is preparing to do much more with Messenger as the Asian examples...
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.
Xiaomi and Microsoft – The Office
Reply to this post This deal is really about Office in China. Microsoft and Xiaomi have struck a deal where Xiaomi will take ownership of...