Bottom line: Xiaomi's stock is likely to be volatile over the next year and could move broadly downward as investors wait to see if the company's comeback has legs and it can move into higher-end products.

Bottom line: Lenovo's ejection from the Hang Seng Index caps its long fall from grace over the last four years, and leaves the company in an increasingly deep hole that may be hard to emerge from.

Bottom line: Chinese smartphone brands with local production are most likely to survive upcoming price wars they are exporting to India, while Nokia's new smartphones are unlikely to make any inroads in China over the next 2-3 years. 

China exports smartphone price wars to India

A case of deja vu is rapidly shaping up in India, where Chinese smartphone makers have flocked over the last two years in search of growth outside their overheated home market. In this case media...

Bottom line: TCL's new licensing deal with BlackBerry will end up as a quiet failure due to TCL's weak R&D skills and lack of consumer appeal to the BlackBerry name.  

TCL, BlackBerry in licensing tie-up

When does adding two negatives yield a positive? The answer is "never", but dying smartphone makers BlackBerry (Toronto: BB) and TCL (Shenzhen: 000100) are hoping that maybe this time will be different. Of course, it's easy for me to predict disaster for this particular ...