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SMARTPHONES: Xiaomi Chases Value, Dumps Apple Approach

阳歌 04月05日

财新传媒英文部编辑

Bottom line: Xiaomi's adoption of Costco as its new role model and abandonment of Apple looks like a realistic move, and could better position the company to survive over the next 5 years amid a looming market shakeup.
Xiaomi eyes chic cheap image
Smartphone maker Xiaomi appears to be a company with an identity crisis, with reports that charismatic CEO Lei Jun has dumped former role model Apple (Nasdaq: AAPL) in favor a new model in US bulk-item supermarket operator Cosctco (Nasdaq: CSCO). Many will probably smile at this not-so-subtle shift at......
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SMARTPHONES: Oppo Shows India Resolve with Cricket Deal

阳歌 03月13日

财新传媒英文部编辑

Bottom line: Oppo's major new cricket sponsorship deal shows its commitment to India, but may have to be renegotiated if and when the company's fortunes decline in the next 1-2 years following its meteoric rise.
Oppo in India cricket deal
Smartphone high-flyer Oppo is trying to show the world it's serious about India, with word it will pay 1.1 billion yuan ($160 million) for rights to sponsor the nation's national cricket team. News of the deal comes just three months after China's top smartphone brand announced plans to build a production facility......
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SMARTPHONES: Xiaomi, Vivo Skip Barcelona Telecoms Bash

阳歌 02月27日

财新传媒英文部编辑

UPDATE: After publishing this earlier this morning, a source in Barcelona informs me that Oppo is indeed attending and is holding a press event to show off their newest products. Headline and photo caption changed to reflect Oppo's attendance, but the rest of the original post remains the same.
Bottom line: The absence of Oppo and Vivo from the world's top telecoms trade show in Spain this week reflects their overwhelming reliance on China sales, while Xiaomi's absence from the show could be a cash conservation move.
Vivo, Xiaomi absent from top telecoms trade show <......
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INTERNET: Ofo Raises Another $150 Mln in Dead-End Race

阳歌 02月13日

财新传媒英文部编辑

Bottom line: Ofo and rival Mobike will use their hundreds of millions of dollars in new funds to buy better and more expensive bikes to flood city streets, even though neither has a sustainable business model that can justify such long-term expense.
Ofo raising $150 mln in new funds
The race for supremacy in China's fast-moving shared bicycle realm is kicking into high gear, with word that second-place Ofo is raising $150 million with an eye on achieving a $1 billion valuation. That would come just a month after sector leader Mobike raised a larger $215 ......
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SMARTPHONES: Brick-and-Mortar Xiaomi Eyes 2017 Comeback

阳歌 02月10日

财新传媒英文部编辑

Bottom line: Xiaomi stands a better than 50 percent chance of stabilizing this year and reversing its 2-year-old decline, based on its push into brick-and-mortar retailing and positive reviews for its newest higher-end model.
Xiaomi builds up brick-and-mortar presence
Blame it on the Internet. That seems to be the message coming from Xiaomi, the smartphone maker that's in a bit of an identity crisis, trying to explain its rapid descent over the last 2 years following a meteoric rise in 2014. A couple of other reports are also saying the company is preparing to roll out......
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SMARTPHONES: Xiaomi Gets US Black Mark

阳歌 01月26日

财新传媒英文部编辑

Bottom line: Xiaomi's poor handling of a case involving malfunctioning fitness bands in the US is unlikely to erupt into a crisis, but shows how unprepared the company is for moving into PR-savvy western markets.
Xiaomi wristband suffers from bad race relations in US
Smartphone maker Xiaomi just can't seem to catch a break in the final days before the Lunar New Year. Earlier this week the company made headlines when Hugo Barra, its prized foreign catch who was heading its global expansion, announced he would be resigning and returning to his home in Silicon Va......
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Bottom line: The departure of former Google executive Hugo Barra from Xiaomi marks the end of a chapter for the smartphone maker, which stands only a 50-50 chance of surviving over the next 5 years in the cutthroat market.
Xiaomi's Barra heads back to US
The world was all abuzz in 2013 when Hugo Barra suddenly gave up his cozy position as a high executive at Google (Nasdaq: GOOG) to join a then-little-known Chinese smartphone maker called Xiaomi. Gossip swirled that his departure might be linked to a high-powered love triangle, even though the more obvious ex......
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Bottom line: Xiaomi could return to growth mode in China this year on the strength of stronger models, while Huawei's local market share will contract as it focuses on profitable sales and backs away from money-losing businesses.
Huawei meets reduced smartphone target
Two of China's former smartphone leaders are in the headlines going into the weekend, casting a spotlight on the difficulties these past high-flyers face after becoming king of the world's biggest market. In one story the faded Xiaomi is saying the worst is behind it, and the compan......
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CONSUMER: ZTE Hops Into Smart Cars, Gome Into Smartphones

阳歌 12月20日

财新传媒英文部编辑

Bottom line: ZTE's move into smart cars and Gome's into smartphones follow a typical Chinese pattern of herd mentality investing, and are both likely to fare poorly. 
ZTE buys car maker Granton
A couple of headlines are shining a spotlight on the herd mentality you often see among Chinese companies looking for the next big growth opportunity. One of those has telecoms stalwart ZTE (HKEx: 763; Shenzhen: 000063) buying a small bus maker, parroting a trend among a growing number of firms who see the future in smart vehicles. The other has the increasingly ir......

精彩评论

孙越 史上有很多传奇,更有很多英雄,他们的死彰显生命的价值。

原文:对外侦察局的掏心猎手

zhangmingxiao 这个不是一起超售事件,是美联航因为内部员工需要乘坐飞机,旅客满员的情况下利用超售这个工具来达到赶下旅客的目的。

原文:美联航赶乘客下飞机 资深机长告诉你是否违规

郭杰群 在美国,地产开发商将出售资产所得在一定期限内进行类似房产的再投资可以享受一定的免税条款。这在我国当前还不具备,因此在一定程度上制约了地产商的能动性。

原文:REIT的海外发展及启示

Lypsey3543 “据个人了解,中国一线城市住宅投资收益率不会高于3,美国可以达到6。”作者这里说的应是租金收益率。首先,因(特大)人口增长加速,在新兴市场投资房产,主要看资本利得,动态租金收益要会延后实现,静态比较同期没有太大意义。其次,物业年均持有成本,纽约和中国一线城市不可比。第三,纽约和曼哈顿是两个概念。离开曼岛,租金中位数值完全是不是一个档次。而中国一线城市的租金上涨范围更大。因为仍处于成长期。总体而言,虽然在中美两国都投资的是房产,但从收益分布特征和波动率来说,完全可以看作是差别极大的两类资产。就如同高等级债券和蓝筹股票,横比收益没有意义,因为后者大幅超越。归根结底更可能是风险偏好异质性(含Demographic factors)和经济周期所处阶段决定了投资者更偏爱哪一类。

原文:2017年美国房地产市场展望——美国市场、中国视角

王争春 价格和土地供给的问题,我们慢慢谈。市场有垄断市场、寡头市场和竞争市场,定价规则自然有差异。

原文:面对房价,教科书自焚吗?经济规律笑了

叶伟强 需求、供给、货币,都是影响价格的重要因素

原文:房价之谜 | 悬而未决的崩盘隐忧(完整版)

zhangmingxiao 合理吗?

原文:房价之谜(三)| 中国房价到底“合理”吗?

北方的小狼 中国特色,都是小民倒霉!哎!

原文:广西“吃穿山甲”案的厨师:匹夫无罪,怀璧其罪

abcnews 张老师这篇写得精彩。看来经济解释值得再去看一遍。几点想问一下:一是中国现在外汇减少,所以关税啥的肯定不会轻易取消,走一带一路推出人民币是稳定币值的好方法,不过确实以什么为锚呢?二是日本经济停滞,但听说日本人其实是进入了伊甸园阶段,收入啥的可能没增加,实际感受却始终稳定。这算好路吗?

原文:从中国先拔头筹看天下大势

孙越 (强)这会说得好!特朗普跟俄国商人绝不仅仅是生意往来吧。(呵呵)

原文:特朗普的俄国情结

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