J.D

China Mobile's Moat: Worth a Swim?

It's just like buying into a Chinese government ministry. Think about it and you'll soon find better uses for your cash. Chinese government enterprises are generally motivated by the big payoff for their party bosses. There's no plan for privatization or to truly cede control. So how do you value that without simply ignoring it?

China Mobile, Apple Butt Heads Over iPhone

Apple's options are probably limited given the lack of Chinese IP in their product - central planners will see too much risk that the iphone takes away from Chinese indigenous competitors, real or imagined. Also, isn't China Unicom set to be swallowed by SOE rivals in the coming telecom restructuring?