Is Mobile Killing China's Online Economy?
The following video is part of our "Motley Fool Conversations" series, in which research analyst Lyons George and industrials editor/analyst Isaac Pino discuss topics across the investing world.
The effects of mobile on American companies has been well-documented in the news recently, particularly in the case of Facebook. In today's edition, Lyons and Isaac turn their attention to China, where explosive 3G subscription growth is causing parallel (and arguably, more drastic) relationships between online companies and their smartphone-wielding customers. While Chinese companies big (Baidu) and small (SINA) are certainly gaining users courtesy of the smartphone revolution, the difficulties of delivering advertising on such a small screen means that revenue isn't growing at the same pace. Our Foolish analysts delve into this mobile double-edged sword to consider which way -- and just how deep -- it really cuts.
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At the time this article was published Isaac Pinohas no positions in the stocks mentioned above. Lyons George has no positions in the stocks mentioned above. The Motley Fool owns shares of Baidu, China Mobile, and Facebook.Motley Fool newsletter services recommendBaidu, China Mobile, and SINA . Try any of our Foolish newsletter servicesfree for 30 days. We Fools may not all hold the same opinions, but we all believe thatconsidering a diverse range of insightsmakes us better investors. The Motley Fool has adisclosure policy.
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