Xiaomi is cleaning up. Xiaomi reported cracking Q2 2021 results underpinned by the ongoing collapse of Huawei, but it still does not make anything like enough money to make the...
El-Salvador goes fishing for business. El Salvador’s move to grant Bitcoin legal tender status is not an endorsement of Bitcoin but a recognition that there is still a lot of...
Ant Group’s digital powerhouse becomes a bank. While the original Ant Group proposition was dealt a fatal blow (see here) by the Chinese regulator, Ant Group has been granted a...
No oligarchs please we are Chinese. The withdrawal of Zhang Yiming from the management of ByteDance is all about ensuring that the IPO goes well and that the events that...
Currencies in name only. While cynics will call Tesla’s recent policy changes regarding Bitcoin a classic pump and dump, I think that they are a clear demonstration that cryptocurrencies are...
The genie is finally out of the bottle? While cryptocurrencies and digital tokens are grabbing all of the headlines, I think that the real action is going to be in...
A very different fate to that of Alibaba. The censure dealt to Ant Group is the exact opposite of that given to Alibaba (see here) that will destroy its proposition,...
The great reset spreads. The migration towards electric and autonomous is showing signs of strain with crashing valuations and signs of a significant slowdown in progress. This is good news...
Opportunity or threat? Stripe has raised $600m at an eye-watering valuation of $95bn in a funding round that appears to have no purpose other than to provide a base from...
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.
Tencent & Fintech – Hot collar.
Tencent is the acid test of CCP intent. While Alibaba, Ant Group, Meituan, and so on have all felt the wrath of the regulator (i.e. the CCP), Tencent has so...