Saturday, July 07, 2007

Benefitting from China's broadband boom

Honourable mention for Global Sources we notice in an interesting Investors Business Daily piece on broadband in China. The article's basic point:

China is on pace to pass the U.S. to become the largest broadband market later this year as video, e-commerce and online gaming fuel demand. And the country has just scratched the surface.
It goes on to note:

Shares of Sina, Sohu and Baidu have all done well this year. So have Chinese firms focusing on e-commerce, new media and online gaming. They include Global Sources, (GSOL) Ctrip.com, (CTRP) Shanda Interactive (SNDA) and The9 Ltd. (NCTY)

3 comments:

syferium said...

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China Herald said...

The only problem is that China's broadband is not as broad as it should be for many applications like IPTV. Speed is an ongoing problem for most dsl connections

Paul Woodward said...

Fons,

That's a good point. And, if some key sites such as YouTube are blocked (is it still), you're only going to get part of the value of b-band.

However, it's got to be better than dial-up and opens the door for all sorts of local innovations as well.

Paul