In our recent editors pick’s article published at Seeking Alpha we look at how the new Chinese competition completely altered the competitive dynamics of the sector and the impact this had on the profit margins and share price developments of the global incumbents.
Chinese competitors are now emerging in more sectors, and their global growth strategies have a lot in common with those of Huawei and ZTE. How will western and Japanese incumbents respond to the new threat. A quick look at the share price development of telecom equipment manufacturers shows that the price
Read the full article at Seeking Alpha: As Chinese Companies Conquer Global Telecom Equipment, Other Industries Are Bound To Follow
Read more about how we support companies understand and respond to emerging Chinese competitors.