Is NetEase a Buying Opportunity in the Tech Crackdown? (Asia Tech Strategy – Daily Lesson / Update)

Legendary emerging markets investor Mark Mobius recently commented that the China “crackdown” on big tech is likely going to help some smaller digital companies. Those that have long been at a disadvantage to China’s tech giants. They may now have air cover from the government. If nothing else, the giants will be far more hesitant […]

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Skillz vs. Electronic Arts – and the Emergence of Digital Sin Stocks. (Asia Tech Strategy – Podcast 88)

This week’s podcast is about Skillz and Electronic Arts. There are some interesting and evolving strategy aspects to gaming – especially as it goes to multiplayer and tournaments. And as Skillz opens up tournament gaming based on cash rewards, the question is how far into gambling is this going to go? You can listen to […]

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Cocos, Gaming and an Introduction to Ecosystem Competition (Jeff’s Asia Tech Class – Daily Lesson / Update)

Last week, I wrote about Epic Games and the potentially large disruption coming from gaming engines. That article is below. How Epic Games and Game Engines Are Disrupting Media / Entertainment. (Jeff’s Asia Tech Class – Daily Lesson / Update) And you have probably heard about the epic (pun intended) fight between Apple and Epic […]

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