Young's China Business Blog

Shares of China’s “Big 3″ Internet firms of Baidu, Tencent and Alibaba will come under pressure in the next few months as investors tire of their heavy spending on mobile and resulting profit erosion.

New online service platforms from Lenovo and Tencent could both do reasonably well, but will face challenges due to inexperience and product limitations, respectively.

Tesla’s weak China performance owes mostly to its lackluster marketing to wealthy, status-conscious Chinese car fanatics, but its situation could quickly improve if it finds a new marketing-savvy country head.

Wanda is sending a bad signal by emphasizing its government ties in its latest overseas mega-purchase, reflecting the complex relationship between major Chinese firms and Beijing.

The Super Bowl may be the most watched TV program in the US, but it’s still relatively unknown in China due to the lack of popularity of American football.

Qualcomm’s settlement of a Chinese antitrust probe shows Beijing will be more open when taking similar actions against foreign firms, though it’s unlikely to take such a conciliatory stance with domestic companies.

Alibaba’s Meizu investment is likely to spark a round of similar buying by major Chinese Internet firms, but could jeopardize Meizu’s access to the latest Android technology from Google.

China’s Internet companies should create a code of conduct to ensure fair competition, and the regulator should step in when they abuse their market dominance to promote their other products.

China’s new rules for technology manufacturers over cybersecurity concerns will erupt into a war of words between Beijing and the west this year, and could result in one or more formal complaints to the WTO.

The SEC’s settlement with the Big 4 over their audits for US-listed Chinese firms is a positive step for everyone, and should be followed by a broader document sharing agreement between the US and China.

Focus Media’s plan for a backdoor listing in China stands a better than 50 percent chance of success, potentially opening a new re-listing path for Chinese firms whose shares are undervalued in New York.

China could end 2015 with up to 450 million 4G subscribers, with telcos, 4G smartphone makers and mobile-focused Internet firms most likely to benefit from the massive migration.

I often write about the Shanghai subway in the context of its many quirks and special features, but this week a different kind of underground story from the world of extreme sports caught my attention.

Qihoo’s apparent attempt to unify its various products around the 360.com brand looks smart strategically, but it needs to improve its search and cellphone businesses to win back investor interest.

New global e-commerce moves by JD and LightInTheBox look well conceived and could yield some strong results, while Baidu’s new e-commerce investment reflects its lack of focus and broader strategy in the space.

Chinese brokerages will embark on a buying binge for targets in Hong Kong and debt-strapped European countries, with as many as 3 or 4 more deals likely this year after Everbright’s purchase of SHK Financial.

Disney’s decision to delay the opening of its Shanghai theme park looks wise, and should help it to avoid some of the negative publicity that usually occurs with the launch of such major projects.