For the last ten years I’ve been in China at least once a year. As such, there is no way I consider myself an expert with deep understanding of this market. No, what I have now is a long string of snapshots, flowing together in an accelerated vision of how this market is evolving.
As a major surprise, Microsoft at the end of 2018 turns out to have now a higher market cap than Apple. Although Microsoft doesn’t manage to have the same customer’s reach that Apple commands in B2C, the Redmond firm managed to regain its leadership in B2B… even maybe in parts of the business that you don’t see coming!