I tend to avoid investor articles on Baidu, but this one neatly summarises a certain view of Baidu as a big growth stock. I don’t agree with the idea that Google doesn’t rate, as they have a large share of the high end of the market.
A slightly more general view than usual on this blog. An entry from Todd Bishop on seattlepi.com talks about Google’s plan to advertise within video games. This is big for two reasons. Firstly there’s the general fact that your behaviour in a video game can tell you as much as your search terms can. The second point is that games are very big in China, in a way that credit cards aren’t – yet.
A rather comical piece about how Google Earth managed to break the news of a Chinese nuclear submarine.
He talks about Baidu, why Google’s not doing well, online payment, what the Chinese online market is like and even a bit about Alibaba.
The Guardian hosts an old article about Internet censorship, which focuses on China. There is an interesting bait and switch. The author talks about Yahoo giving information to Chinese state security used to imprison a dissident – and then condemns Google. Google’s crime, it seems, is doing any business in China.
At the moment it seems that shareholders and governments are accepting the brute commercial logic that it is not a private company’s business to interfere in another country’s government – but will this last?
Ironically this sort of pressure is most likely to help Baidu and other Chinese search engines that are based in China.