财新传媒
2018年01月19日 10:51

FINANCE: Alibaba’s Ant Takes a Bite of Hong Kong

FINANCE: Alibaba’s Ant Takes a Bite of Hong Kong

Bottom line: Ant Financial's purchase of 20 percent of Hong Kong restaurant ratings site OpenRice looks like a smart, incremental move to boost its presence in its first major foray to build a local customer base outside China.

Ant Financial buys into HK's OpenRice

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2018年01月18日 11:11

INTERNET: Trump-Ma Honeymoon Ends as Alibaba Lands on US Blacklist

INTERNET: Trump-Ma Honeymoon Ends as Alibaba Lands on US Blacklist

Bottom line: The inclusion of Alibaba's Taobao marketplace on the latest edition of a US blacklist for piracy signals US is taking a tougher line on trade issues.

Alibaba calls itself 'scapegoat' after landing on US blacklist

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2018年01月17日 11:35

INTERNET: Google Re-lands on China Map

INTERNET: Google Re-lands on China Map

Bottom line: Google has quietly resumed updates of its China mapping service in a bid to tap the booming local market for location-based services.

Google resumes China mapping updates

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2018年01月12日 10:23

SMARTPHONES: Dumped by AT&T, Huawei Enters US with Supermodel

SMARTPHONES: Dumped by AT&T, Huawei Enters US with Supermodel

Bottom line: Huawei's decision to go ahead with a US market entry for its latest high-end phone, despite collapse of a tie-up with AT&T, is likely to produce very limited results due to lack of a carrier partner.

Huawei goes solo into US

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2018年01月10日 10:53

INTERNET: Meituan Aims at Didi With Ride Into Car Sharing

INTERNET: Meituan Aims at Didi With Ride Into Car Sharing

Bottom line: Meituan's move into shared car services is likely to reignite a price war with incumbent Didi, and could be aimed at generating excitement ahead of a mega-IPO later this year. 

Meituan entering shared cars

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2018年01月08日 10:57

SMARTPHONES: LeEco Sells Down Coolpad Stake

SMARTPHONES: LeEco Sells Down Coolpad Stake

Bottom line: LeEco's sell-down of its Coolpad stake is a prelude to disposal of the remainder, and could presage a sale of Coolpad to another smartphone maker later this year.

LeEco sells down Coolpad stake

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2018年01月05日 11:28

INTERNET: Didi Chuxing Drives Into Bikes, Brazil

INTERNET: Didi Chuxing Drives Into Bikes, Brazil

Bottom line: Didi's Brazilian acquisition looks relatively shrewd and could be followed by more such moves in developing markets, while its purchase of a local bike-sharing firm looks less prudent.

Didi drives into Brazil

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2018年01月03日 10:34

FINANCE: US Squashes Ant Financial’s MoneyGram Dream

FINANCE: US Squashes Ant Financial’s MoneyGram Dream

Bottom line: The collapse of Ant Financial's purchase of MoneyGram reflects growing resistance from a Trump administration willing to mix business and politics in its relationship with China.

Ant's purchase of MoneyGram sinks

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2017年12月15日 10:20

INTERNET: Google Launches China AI Lab, Still No App Store

INTERNET: Google Launches China AI Lab, Still No App Store

Bottom line: Google's launch of a China AI lab marks the latest step in its campaign to curry favor with Beijing, which could give it a 50-50 chance of being allowed to sell its Pixel phones and open a China Google Play store in 2018.

Google's China return like watching grass grow
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2017年12月11日 10:18

E-COMMERCE: Alibaba’s New Retails Goes on Steroids with Grocery Plan

E-COMMERCE: Alibaba’s New Retails Goes on Steroids with Grocery Plan

Bottom line: Alibaba's plan to roll out 2,000 of its high-tech Hema grocery stores looks overly aggressive but typical for the company, and could prove costly if the concept fails to catch on.

Alibaba has big plans for Hema

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2017年12月08日 12:07

INTERNET: Twitter Tweets Indecisively Around China

INTERNET: Twitter Tweets Indecisively Around China

Bottom line: Twitter's conservative approach to China reflects a broader indecision at the company that is limiting its growth potential.

Twitter shackled by indecision in China

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2017年12月06日 10:34

SMARTPHONES: Xiaomi Eyes IPO, Gets Setback in Europe

SMARTPHONES: Xiaomi Eyes IPO, Gets Setback in Europe

Bottom line: Xiaomi's growing comeback is giving it confidence to launch an IPO plan, as its loss of a trademark case in Europe highlights renewed obstacles it will face in its global expansion.

Xiaomi eyes Hong Kong IPO

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2017年12月04日 13:03

INTERNET: Google, Apple and More Flock to China Internet Pow-wow

INTERNET: Google, Apple and More Flock to China Internet Pow-wow

Bottom line: Attendance of Google's CEO at China's premier Internet event marks a continuation of its slow return to China, while appearances by top Apple, Qualcomm and Microsoft executives are more expected.

Western tech execs hobnob at Internet conference

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2017年12月01日 10:33

TELECOMS: 5G Buzzes Early Into China

TELECOMS: 5G Buzzes Early Into China

Bottom line: A bevy of signals from Beijing indicate China will roll out 5G networks around 2020, in step with major Western markets, providing a boon for telcos, equipment sellers and Internet companies.

China gets serious on 5G

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2017年11月29日 11:27

BUYOUTS: eHi Prepares to Drive Off, Jumei Bid Unravels

BUYOUTS: eHi Prepares to Drive Off, Jumei Bid Unravels

Bottom line: A third-party buyout offer for eHi could presage a wave of similar new bids for undervalued, profitable Chinese companies, while withdrawal of Jumei's buyout bid could be followed by a new, lower offer.

eHi gets buyout offer

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2017年11月23日 11:01

INTERNET: Tencent Rockets Up Global Tech Value Charts

INTERNET: Tencent Rockets Up Global Tech Value Charts

Bottom line: Tencent and Alibaba stocks have become overvalued at current levels compared with global peers, and are due for a pullback of up to 30 percent in 2018.

Tencent looks frothy at current levels

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2017年11月22日 10:29

FINANCE: Fintechs Sink on Regulatory Crackdown

FINANCE: Fintechs Sink on Regulatory Crackdown

Bottom line: A new crackdown on microlenders could put a slight damper on their growth, but is unlikely to affect them significantly next year unless China experiences a bad debt crisis.

Beijing clamps down on microlenders

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2017年11月20日 10:47

RETAIL: Alibaba Boosts Grocery Rush with Sun Art Investment

RETAIL: Alibaba Boosts Grocery Rush with Sun Art Investment

Bottom line: Alibaba's new investment in grocery operator Sun Art looks like a shrewd move into an area where logical synergies between online and offline shopping can be achieved.

Alibaba buys into Sun Art

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2017年11月10日 10:58

IPOs: Sogou Makes It to Market, But Will It Excite?

IPOs: Sogou Makes It to Market, But Will It Excite?

Bottom line: Sogou is unlikely to shed its position as a second-tier search engine anytime soon, despite its ties to Tencent ties, and its stock is also unlikely to be a strong performer over the next 2-3 years.

Sogou pops on debut, but will it hold?

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2017年11月09日 10:40

INTERNET: Sina Pledges Change, But Then Disses Shareholders

INTERNET: Sina Pledges Change, But Then Disses Shareholders

Bottom line: The intensifying spat between Sina and a dissident shareholder is likely to ultimately cool down without any legal action, and could see the addition of 1-2 new independent directors to its board.

Sina-Aristeia tussle headed for court?

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