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China

AAPL, TWTR, BABA – Mixed Bag

Reply to this post           Apple in line, Twitter miss and Alibaba beat. Apple reported a steady quarter while Twitter’s problems remain unresolved and Alibaba used...

Alphabet – All the wrong moves.

Reply to this post           I am increasingly troubled with the outlook for Google. The outlook is becoming increasingly uncertain as Google is running out of...

Alibaba – Empire builder

Reply to this post           Those with resources now have a substantial advantage. Alibaba is moving to increase its grip on the Chinese market by bidding...

Xiaomi – MI phone home

Reply to this post           MVNO builds users but not profits. Xiaomi has updated its flagship Chinese smartphone with the launch of the Xiaomi Mi 4c...

Google – One armed bandit

Reply to this post           I see no reason for China to fall for Google’s charms. It looks like Google is about to mount another assault...

China Ecosystem – All is fair in love and war

Reply to this post           Fight over taxis shows how the Chinese ecosystem war will be fought. Since the merger of Didi Dache and Kuaidi Dache,...

Xiaomi – Toys and eye candy

Reply to this post           MIUI 7 launch demonstrates limitations outside of China. Xiaomi has launched the next version of its user experience MIUI but the...

Lenovo Q1 16A – White knuckle ride.

Reply to this post           One to watch but its scary ride right now.   Lenovo reported disappointing Q1 16A results as the weak PC and...

Alibaba Q1 16A – Law of large numbers.

Reply to this post           Good growth but not good enough. Alibaba disappointed the market with its Q1 16A results as the slowdown in China has...

Alibaba – Trip down the Amazon.

Reply to this post           Alibaba is evolving to become the Amazon of China. With its 20% investment in Suning, Alibaba is starting look more and...