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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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2017年11月06日 10:36

IPOs: Hexindai Jumps in Trading Debut, as Fintechs Stay Warm

IPOs: Hexindai Jumps in Trading Debut, as Fintechs Stay Warm

Bottom line: The wave of strong sentiment for new offshore IPOs by Chinese companies is running out of steam, but listings before year-end could still get a slight left, especially fintechs.

Hexindai jumps on trading debut

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2017年11月03日 10:47

SMARTPHONES: Apple Finds Its China Mojo as Xiaomi Moves Up

SMARTPHONES: Apple Finds Its China Mojo as Xiaomi Moves Up

Bottom line: Apple should be able to extend its return to growth in China into at least one more quarter, while Xiaomi should also be able to continue posting strong double-digit growth for the next year.

Apple returns to China growth

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2017年11月02日 09:57

NEW ENERGY: Tesla Takes Its Time With China Plant

NEW ENERGY: Tesla Takes Its Time With China Plant

Bottom line: Tesla's announcement that its China plant is three years away puts a clear and realistic timeline on its intentions, which include strong growth in the market banking on supportive policies by Beijing.

Tesla gets realistic about China car production

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2017年11月01日 10:09

MULTINATIONALS: Whatsapp Bows, Microsoft Visits, Google Plays

MULTINATIONALS: Whatsapp Bows, Microsoft Visits, Google Plays

Bottom line: Whatsapp has likely been permanently blocked in China, while Satya Nadella's visit to Xiaomi underscores Microsoft's growing ties  with the company, and Google's China AI push is mostly PR.

Whatsapp booted from China?

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2017年10月26日 10:34

STOCKS: Weibo Drops on Outlook, as New IPO Stocks Tank

STOCKS: Weibo Drops on Outlook, as New IPO Stocks Tank

Bottom line: Big drops for three China concept stocks recently listed in New York, combined with a pullback for social networking giant Weibo, indicate a recent round of China stock euphoria may have crested.

Secoo continues to drop

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2017年10月25日 10:23

INTERNET: Shares Rides See Merger, Fund-Raising, Shutdown

INTERNET: Shares Rides See Merger, Fund-Raising, Shutdown

Bottom line: A merged company combining Youon and Haluo could emerge as a strong regional shared bike company, while Shouqi could likewise emerge as a strong regional player in the private car services space.

Shouqi raises new money

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2017年10月23日 10:54

IPOs: Rise Education Rises in Debut, Jianpu and iClick Join the Queue

IPOs: Rise Education Rises in Debut, Jianpu and iClick Join the Queue

Bottom line: The strong debut for Rise Education reflects good investor appetite for new China concept stocks in New York, which should bode well for a new listing by Jianpu and could also buoy iClick.

Jianpu, iClick file for NY listings

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2017年10月19日 10:36

SMARTPHONES: Coolpad Finds New Suitor, As LeEco Retreats

SMARTPHONES: Coolpad Finds New Suitor, As LeEco Retreats

Bottom line: LeEco is likely to sell its stake in Coolpad in the next six months, and new investor Centralcon could emerge as the buyer with a goal of trying to turn the company around.

Coolpad finds new suitor

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