Category: business | 商業 | 상업 | ビジネス

My interest in business or commercial activity first started when a work friend of my Mum visited our family. She brought a book on commerce which is what business studies would have been called decades earlier. I read the book and that piqued my interest.

At the end of your third year in secondary school you are allowed to pick optional classes that you will take exams in. this is supposed to be something that you’re free to chose.

I was interested in business studies (partly because my friend Joe was doing it). But the school decided that they wanted me to do physics and chemistry instead and they did the same for my advanced level exams because I had done well in the normal level ones. School had a lot to answer for, but fortunately I managed to get back on track with college.

Eventually I finally managed to do pass a foundational course at night school whilst working in industry. I used that to then help me go and study for a degree in marketing.

I work in advertising now. And had previously worked in petrochemicals, plastics and optical fibre manfacture. All of which revolve around business. That’s why you find a business section here on my blog.

Business tends to cover a wide range of sectors that catch my eye over time. Business usually covers sectors that I don’t write about that much, but that have an outside impact on wider economics. So real estate would have been on my radar during the 2008 recession.

  • The ten most popular posts of 2014

    First of all thank you for having visited my site this year, I thought I would revisit the most popular posts of 2014.

    1. The WhatsApp | Facebook post (part I) – On February 20, I woke up to find out that Facebook had acquired OTT messenger service Whatsapp for an apparently very large sum. I wrote two posts that day which tried to make sense of what was happening. I drafted the posts in a franchise Starbucks on the edge of the A41. If I had to sum up this post in one word it would be gobsmacked. You can read part II here
    2. Throwback gadget: Apple iPod hi-fi – my throwback gadget posts I write seem to do very well on an ongoing basis. I had a new old stock unit in storage which I brought out of storage and pressed into use when I moved back to the UK and wrote about what attracted me to this system. It seems to have a marmite reputation even amongst Apple fan boys
    3. The WhatsApp | Facebook post (part II) – part two of my analysis for the Whatsapp / Facebook acquisition came together later that morning after a Facebook and WeChat conversation with my friend Calvin Wong. I started to think about the why of the purchase in more detail
    4. Throwback gadget: Nokia E90 Communicator – Ironically for someone who maybe perceived for being digitally forward, I miss having a proper keyboard that I can still slip in a (Carhartt) jacket pocket. My ode to the E90 got picked up by Tomi Ahonen and the rest as they say was history
    5. On smart watches, I’ve decided to take the plunge – At the beginning of October I decided to experiment using a smart watch. This was the first of a couple of posts that outlined my thought process and what I found out through using the Casio G-Shock G+ watch
    6. Jargon watch: app constellation – I started off what I thought was a pretty straightforward post and got to be a bit of handful in the end. I went down the rabbit hole looking at the different app constellations rolled out by the worlds major internet companies. The research was manageable, but editing the HTML on the table turned turned out to be more of a handful than I expected
    7. The Apple Watch post – I stayed up to watch Apple’s messy online presentation of the Apple Watch. Whilst I was impressed by the technical expertise, I was unimpressed by the likely customer experience and was struck by the obvious ‘borrowing’ of design elements from Marc Newson’s Ikepod watch range of yore
    8. Garnier’s PS Cream campaign – Garnier’s advertising agency doing a classic PR hijack in China that shows the innovative environment of Chinese platforms and the blurring of lines of what PR actually means now
    9. My digital tool box – I was doing some work at the end of April and was struck by how many tools and hacks that I used to use in my daily work life were no longer available. I thought it would be a good idea to do a snapshot of the stuff I currently used for posterity. I hope to revisit it on a regular basis, we’ll see how it works out
    10. The Amazon Dash post – I am intrigued by new technology that seems to reject the icons-under-glass metaphor that seems to dominate convergence these days. Amazon Dash is a dedicated order-input device for Amazon’s grocery service in the US that wouldn’t have looked out of place in a Braun product brochure from the 1970s

    According to the site analytics that was the most popular posts of 2014. What was the favourite thing you read in 2014?

  • Chinadroid

    The modern mobile eco-system was built in the factories of China, in particular Shenzhen. But two mobile eco-systems exist: China and the rest of the world, hence Chinadroid.
    Downtown Shenzhen
    Chinadroid: These are phones that use the Android Operating System but have not gone through official channels for compatibility (CTS) or do not have a Google Mobile Services (GMS) license.

    A couple of scenarios are playing out to drive Chinadroid handsets:

    • Virtually no Android handset in China has access to Google services including the app store. Baidu estimates that are over 386 million active Android handsets in China, using different app stores and web services.  Some of these have a very different look-and-feel like Cyanogen or MIUI – Xiaomi’s flavour of Android
    • A second scenario is where smaller manufacturers don’t get Google to play ball and get them onboard with a GMS licence for those handsets that they do sell outside China. Google historically hasn’t bothered to scale to address the international aspirations of these tier two and tier three handset makers. Their product is probably being used across the developing world, from the Nigerian merchants with their suitcases of phones flown from Hong Kong to the virgin mobile markets of Burma or Laos. The big challenge with these secondary players is that they are market makers and not having them registered means that Google doesn’t get the full benefit of being able to onboard these people on to the internet and hooked into the Google eco-system
    • Will the Chinadroid situation drive a completely new OS system (like SailfishOS) with Chinese characteristics? Doing their own operating system has a lot of technical challenges, but it may be done for security reasons

    More information
    The Shenzhen Market Mini-Guide | Medium
    China now has 386 million active Android users | Techinasia
    The rise of the Shenzhen eco-system
    The smartphone value system
    Google I/O: who is Google trying to disrupt?

  • Regional news sites + more things

    Yahoo announces plans to kill off some regional news sites, sunsets Yahoo Classic Games, alerts, and profile sites | VentureBeat – this is really big, Yahoo! is abandoning high growth markets in the Middle East and South East Asia. Just this time 12 months ago I was looking at running an ad campaign with Yahoo! Vietnam so this is a shock.  What must have happened to Yahoo!’s ad sale operation in those 12 months is somethingThe closure of regional news sites implies a cutting down of the business to package it for a sale based around its core US customer base. More related content here.

    Huawei Honor 6 Plus Preview – CNET – detailing still slipping on design, otherwise you are getting a reasonably well specified phone that would be adequate for man people. You can see how HTC is getting caught between the hammer and an anvil. Mid-range handsets is a squeeze point.

    The secret to the Uber economy is wealth inequality | Quartz – sharing economy relies on grinding poverty and is almost Victorian in nature. The big expansion of gig economy businesses, combined with their confrontational approach to government regulation means that it will only last for so long.

    Social sellers: A new weapon for brands on WeChat | Campaign Asia – Social sellers (people who are selling through WeChat but not using official WeChat shop interfaces known as ‘weidian’ 微店) could help to bring e-commerce on WeChat to the next level. The Weidian pose a challenge to the dominance of TaoBao.  (paywall).

    McDonald’s Dim Jack to “hijack” HKTV’s drama to promote Chicken nuggets | Marketing Interactive – really interesting execution breaking the advertising / programming wall. The closest I have seen of this was Sega’s pirate TV break into adverts. Washing powder brand Tide also did this on their Super Bowl ad spots one year

  • Patent cliff + more things

    Pharma to lose $69 billion in five years as patents expire | Pharma File – patent cliff kicks in. Pharma has been buoyed historically by a run of blockbuster drugs. These drugs are coming off patent and there is a lack of obvious replacements. Secondly, investment in research is getting more and more expensive for pharma companies to stave off this patent cliff. Expect the pharma industry to try and go for intellectual property right extensions to try and stave off the patent cliff

    Laurence Fink Says Activist Investing Can ‘Destroy Jobs’ | New York Times – not terribly surprising but interesting that Black Rock has come out and said it

    Britain’s autumn statement: Two lost decades? | The Economist – at least since there is no compelling reason for things to improve (like with North Sea oil in the 1980s)

    Intelligence: Nike’s CIO Had to Get the Hell Out of Portland | Racked – surprised that Nike hadn’t managed to build a more urbane environment in Portland. I could see this as being a great case study for Who Is Your City author Richard Florida

    Intelligence: Gucci Cleans House: CEO, Creative Director Are OUT | Racked – not surprising given poor sales performance

    WhatsApp might be working on a web client | VentureBeat – me too feature to catch up with WeChat, expect QRCode hand-off

    Yahoo shuts offices in Malaysia, Vietnam, Indonesia | Campaign Asia – Malaysia I understand: closeness to Singapore, less of an economic power machine and a marketing sector that needs to work hard to keep up with legislation and local sensibilities. Indonesia and Vietnam are surprises given the high growth and populous markets that they represent

    Sony Lawyers Warn Press to Destroy Documents from Hack | Variety – this is tough one legally Sony as journalists are largely protected by the the US constitution

    Top 10 websites in the US according to Quantcast: A few observations | Chris Dixon – some interesting data points, you can still see the power of the IE installed user base and email looking at this data

    The Cheapest Generation – Atlantic Mobile – it assumes that will have the same amount to invest

    Silk Road subsidies undermine rail link | South China Morning Post – really interesting article about the nitty gritty of rail freight including lack of international common legal standards and requirements for paper work, insurance etc

    The Customer Journey to Online Purchase – Think with Google – really handy for media planning

    Sony hack: Studio Tries to Disrupt Downloads of its Stolen Files | Re/code – ethically dubious at best

    Xiaomi’s Indian expansion could be derailed by a patent tussle with Ericsson | Quartz – this is interesting as IP could put a speed bump on the new smartphone players for the time being, though this may decline in 5G as Huawei and ZTE get a bigger proportion of the IP in comparison to Alcatel-Lucent, Qualcomm, Samsung, Broadcom, Nokia, and Ericsson

    Russia tries again, in vain, to steady its collapsing currency | Quartz – it’s a buffet that the west hasn’t been invited and will end with a stronger China – having got hold of military and strategic industry IP, industrial assets and natural resources to drive further Chinese growth and strength

    Wal-Mart is the latest company to badly overestimate China | Quartz – there is a whole blog post in this story about growth, the nature of growth, management by Excel spreadsheets and a bit about China. Maybe I will have the time to write it one day

    EDMTCC 2014 – The EDM Guide: Technology, Culture, Curation – white paper trying to defend the bastard child of the dance music scene now that the Americans discovered it including Swedish House Mafia alumni (PDF)

  • Sharing economy & more

    Leo Burnett on sharing economy

    Leo Burnett put together this great presentation on the state of the sharing economy (Airbnb, Uber, Lyft etc.) The presentation on the sharing economy is well thought out and handy to keep one side as a reference. More related content here.

    The Sharing Economy: Where We Go From Here from Leo Burnett

    Code Rush

    Code Rush – an amazing documentary on Netscape and its Communicator product: a mix of email client and web browser. Netscape Communicator was the first desktop email client that I used. I remember that we had it at work and then were put through the trauma of moving to Lotus Notes at work. Communicator had been the first email client to support HTML, so going to text only on Lotus Notes as a culture shock.

    At home I switched to Eudora until I eventually moved to mail.app when I set up an Apple services based email account.

    The Hundreds x Reebok

    The Hundreds X Reebok collaboration movie is a great trip back to the early 1990s and some serious sneaker love. The Hundreds may not be the hippest brand, or the one with the most hype. But they don’t just do clothing, instead the publish content that captures the culture of streetwear. Observers as well as originators and creators in the streetwear scene.

    Alan Watts

    The creators of South Park put together some great animation to accompany recordings by the philosopher and buddhist Alan Watts. Don’t worry it isn’t done a South Park style and Alan Watts voice is very soothing. Watts’ work was very influential from the 1950s and again in the 1990s as the interest was rekindled in Zen buddhist philosophy and practice.

    Video game music origins

    Finally, Red Bull put this great documentary together on the origins of video game music. The process that they used to compose the music is amazing. It shows how limitations can enhance creativity.