China´s smartphone maker Xiaomi has launched its first tablet and business analyst Ben Cavender sees the company doing well in the 15-35 year bracket of consumers who never used a PC. Apple and Samsung should start to worry, he explains in Bloomberg TV.Read More →
After Alibaba filed this week its paperwork for its upcoming IPO. Business analyst Ben Cavender looks at its great profitability, but also risk from competition in e-commerce and fear for pressure fro the big Chinese banks.Read More →
Both KFC and McDonald’s have been struggling to keep market share in China by expanding fast. Localizing has become a key word, but sometimes at the expense of quality, says business analyst Ben Cavender in AdAge.Read More →
China´s consumers are becoming more sophisticated and – unlike the past – they do no want to be seen in the same outfit as their colleagues. It is about customizing, not about showing off, tells business analyst Ben Cavender in CNBC.Read More →
Unlike previous actions when the central government would splash almost unlimited financial resources to boost the economy, now the announced mini-stimulus show a much more controlled way to push the economy in the right direction, tells business analyst Ben Cavender in the TradingFloor.Read More →
A US$540,000 fine for illegal direct selling and unsubstantiated product claims for Nu Skin Enterprises came as a relief, since the company could have faced a higher penalty. But it serves as a warning for all direct selling in China, says market analyst Ben Cavender to Bloomberg.Read More →
A first US$ 600 million default of a real estate company might be the beginning of more, tells business analyst Ben Cavender at Tradingfloor.com. Slower growth might trigger off more default in real estate, and the government will try to control the process, not bail everybody out.Read More →
PepsiCo has beaten Coca-Cola as the only coke supplier at the Shanghai Disney park, breaking a decades old alliance between Disney and Coca-Cola. The question is now whether Pepsi can leverage the tie-up outside the resort, says retail analyst Ben Cavender to Reuters.Read More →
Global job internet search venture LinkedIn has started its China operation this week, a country where many internet firms have already failed. LinkedIn faces tough competition, but has a chance, says business analyst Ben Cavender in PCWorld. But we should not expect a quick fix.Read More →
Once upon a time Oreo was the most popular cookie in China, but its producer Mondelez International Inc is facing major challenges, as China´s consumers change preferences very fast, explains retail analyst Ben Cavender in the Wall Street Journal.Read More →
When UK premier David Cameron had a cup of tea with the Dalai Lama earlier this year, the China trade was hit badly. As one UK trade missions are tumbling over each other this month in China, human rights are no longer a popular subject, notes business analyst Ben Cavender in CNBC.Read More →
The Bright Food Group has been looking for international acquisitions to accommodate Chinese hunger, and has recently started talks with Israel-based Tnuva Foods. After erstwhile favorite New Zealand’s Fonterra ran into problems, Europe and other countries have come on their agenda, explains business analyst Ben Cavender in the Wall Street Journal.Read More →