A very micro economic view of China
In past notes, I have mentioned that almost every conversation I have in China eventually turns to the subject of real estate. In my last visit, I compared it to […]
In past notes, I have mentioned that almost every conversation I have in China eventually turns to the subject of real estate. In my last visit, I compared it to […]
I have been traveling to China for years. And for the past decade every trip included a stop in Shenzhen, and every trip to Shenzhen has involved a visit to […]
HTC is reportedly working on a new operating system (OS), one that is specifically tailored to a Chinese audience. This is a smart strategic move for them, software is they […]
I’ve had some interesting follow-ups from my post yesterday on China’s smartphone OEMs. A couple people e-mailed to confirm that there really are thousands of these companies competing. Also, my […]
In the 1980’s we saw the emergence of the PC production complex around Taiwan. This decade we are going to see a smart-device complex emerge around Shenzhen and South China. […]
Apple’s presence in China has been in the news a lot recently. After a week of seemingly orchestrated public criticism, their CEO Tim Cook took the ‘unprecedented’ step of publicly […]