Tough times ahead for China Mobile: I

Sunmmary: the issue of 3G license (news here), the immature domestic standard being assigned to CHL, and no cool handset. All the above combined with the slowdown of Chinese economy is creating a headwind for China Mobile near term growth. China Telecom (NYSE:CHA, the landline operator recently acquired CDMA business from China Unicom) is ramping […]

Top 10 Chinese global brands

Financial Times did a Top 10 Chinese global brands survey recently. And here are the winners. Did you notice anything interesting? I noticed BoC, Air China, China Mobile, China Telecom, Sinopec, CCB are state owned (majority owned); while Lenovo, Tsingtao beer, Haier and Baidu are public companies. I am a little puzzeled why ICBC and […]