Duncan Clark
Duncan Clark
appreciation chinese internet move news slightly stocks
The move was priced into Chinese Internet stocks and there has been some appreciation in anticipation of a revaluation. If anything, the stocks may go down slightly right after the news because the revaluation was small.
change content percent
Right now, they give about 85 percent of value-added content revenues to the portals. They could try to change that deal.
cheap companies interested services text users
Users aren't interested in text messaging services anymore, which was cheap for these companies to develop.
autonomy brands capital china expense local mobile national promote province
China Mobile is actually 31 provinces, and each province has its autonomy and capital expenditures. Often they'll promote their own local brands at the expense of national brands they should be promoting.
change china mobile terms
China Mobile could change the terms of the deal,
china difference difficult highly manage sensitive time
China is a high-maintenance market. It is highly regulated, highly sensitive and difficult to manage from 15 hours' time difference away.
case china countries culture government increase market plays reality role somewhere textbook work worked
China has been a textbook case of how the government did just enough intervention to increase penetration, but the reality is that it isn't going to work for all countries in the same way. Culture always plays a role and you can't necessarily take what worked in one market and automatically make it work somewhere else.
expectation limited reaction sure
There has been an expectation of a revaluation, and I'm not sure what the reaction will be to such a limited move,
against balance commercial companies government help interest needs reality
The government needs the help of industry. But the reality is companies will balance that against their own commercial interest in a very competitive market.
activities foreign leverage
They want to have leverage over the activities of foreign companies.
anonymous cards customers eliminate increase large names number taking whatever
Taking names down will not only increase AEPU/Operating Expenses, but could also potentially eliminate a large number of customers -- who like the convenience of anonymous SIM cards for whatever reason.
adapt address problem
You have to adapt to the way you address these undeveloped markets, but there's no problem with penetration.
allowed bigger companies groups internet losing media print run strings television
The missionaries are losing out to the merchants. While the bigger media groups are not allowed to run independent print media or television channels, the Internet companies are already here. You can participate in China, but there are strings attached.
areas china cities emotional people responsive sort spectrum towns
You see a spectrum in China between more sophisticated, coastal cities, where people are more responsive to more emotional stuff, and the inland areas - the sort of second-, third- and fourth-tier cities and towns - which are more price-driven.