China Mobile is actually 31 provinces, and each province has its autonomy and capital expenditures. Often they'll promote their own local brands at the expense of national brands they should be promoting.
More Quotes from Duncan Clark:
Taking names down will not only increase AEPUOperating Expenses, but could also potentially eliminate a large number of customers -- who like the convenience of anonymous SIM cards for whatever reason.Duncan Clark
In the run-up to the Communist Party Congress later this year, inevitably there is always a period of tightening. It's almost like the weather -- it's seasonal.
Duncan Clark
National benefited not only from lower labor costs but also because it is now closer to where many of the world's mobile phones are made these days, and that is China. Roughly half of the world's research and development, and production of the world's handsets, are in China these days.
Duncan Clark
China has been a textbook case of how the government did just enough intervention to increase penetration, but the reality is that it isn't going to work for all countries in the same way. Culture always plays a role and you can't necessarily take what worked in one market and automatically make it work somewhere else.
Duncan Clark
You see a spectrum in China between more sophisticated, coastal cities, where people are more responsive to more emotional stuff, and the inland areas - the sort of second-, third- and fourth-tier cities and towns - which are more price-driven.
Duncan Clark
They have raw talent and the ability to throw people at a problem. It's hard to match.
Duncan Clark
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