Checking in on China’s Internet Giants

Three companies dominate Chinese internet life to the extent they have their own acronym – BAT – for Baidu, Alibaba, and Tencent. They’ve also often been compared to US-based equivalents – Google, Amazon/eBay and, to some extent, Facebook respectively. However, in the last couple of years, the massive growth that has characterized each of these companies in the past has been less consistent across the three and it’s worth checking in to see just what’s going on with each of them.

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Jan Dawson

Jan Dawson is Founder and Chief Analyst at Jackdaw Research, a technology research and consulting firm focused on consumer technology. During his sixteen years as a technology analyst, Jan has covered everything from DSL to LTE, and from policy and regulation to smartphones and tablets. As such, he brings a unique perspective to the consumer technology space, pulling together insights on communications and content services, device hardware and software, and online services to provide big-picture market analysis and strategic advice to his clients. Jan has worked with many of the world’s largest operators, device and infrastructure vendors, online service providers and others to shape their strategies and help them understand the market. Prior to founding Jackdaw, Jan worked at Ovum for a number of years, most recently as Chief Telecoms Analyst, responsible for Ovum’s telecoms research agenda globally.