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Arnold Kwong
Aug 6, 20242 min read
Alien Invasion: The "No Surprise" Invasion - Conclusions
The Chinese car invasion is No Surprise. Traditional car makers will suffer badly and governments won't be able to help.
Arnold Kwong
Aug 5, 20242 min read
Alien Invasion: The "No Surprise" Invasion - Part 3
Unrecognized losses will come from factors not controlled by car makers. This will make governments' problems worse from an Alien Invasion.
Arnold Kwong
Aug 4, 20243 min read
Alien Invasion: The "No Surprise" Invasion - Part 2
The Chinese Alien Invasion of the car industry is NOW. What assumptions are made -- and mistakes will be made.
Arnold Kwong
Aug 1, 20242 min read
Alien Invaders: The "No Surprise" Invasion - Part 1
Traditional car manufacturers transitions to NEV/EV is an invasion of their own customer base. Many are losing margins and customers.
Arnold Kwong
Jul 31, 20241 min read
Alien Sighting: The "No Surprise" Invasion - Introduction
Invading Chinese car makers are No Surprise. Traditional makers are not ready and governments are protecting them. Results are "No Suprise"
Arnold Kwong
Dec 15, 20233 min read
Dynamic India: Low Cost Venezuelan Crude Benefits Reliance and Other Refiners
India benefits from low cost Russian and Venezuelan crude oil. The benefits to India enable policy changes while Indian enterprises profit.
Arnold Kwong
Dec 12, 20233 min read
Dynamic India: Conflicts in EV/NEV Industry - The Tale of Tata Motors Part 2
Competition for investment creates problems for Tata Motors. Trends and technologies are investment intensive. Tata's case for investment.
Arnold Kwong
Dec 8, 20233 min read
Dynamic India: Conflict in the EV/NEV Industry – The Tale of Tata Motors Part I
Indian Tata Motors sees entry of manufacturers like Tesla/BYD into a market dominated by gas engines. Conflicts in Government goals comes.
Arnold Kwong
Dec 7, 20232 min read
Alien Sighting: Amazon Brings Alien Teamwork into Marketplaces - Part 3 Driving Costs Out of Sales
Amazon can now sell goods faster than others. Amazon Delivery is bigger than UPS and FedEx. See new Alien Invasions connected by Amazon.
Arnold Kwong
Dec 6, 20232 min read
Alien Sighting: Amazon Brings Alien Teamwork into Marketplaces – Part 2 Operations at Scale, Now!
Amazon now sells the capabilities at scale needed to be an Alien Invader in new marketspaces. The barriers to a market entry are smaller now
Arnold Kwong
Dec 5, 20233 min read
Dynamic India: The Indian and EU Marketplaces Share Regulatory Attitudes
India wants to regulate the design of iPhones. Apple pushes back against rules for personal device chargers. Ministries are in conflict.
Arnold Kwong
Dec 4, 20232 min read
Alien Sighting: Amazon Brings Alien Teamwork into Marketplaces – Part 1 My Enemy was My Best Friend
Amazon has matured from retailers' friend to deadly threat. Amazon may be the next competition step to huge sales markets for global sellers
Arnold Kwong
Nov 30, 20233 min read
Alien Sighting: Tesla Keeps the Pressure Up - Part 2 Fewer Choices for Competition
Tesla's new CyberTruck will hurt competitors in more ways. Old strategies and choices to reduce pressure won't work against Tesla.
Arnold Kwong
Nov 29, 20233 min read
Alien Sighting: Telsa Keeps the Pressure Up - Part 1 Strategy as Pressure
Tesla's strategy at Cybertruck launch reduces business choices for global competitors. Multiple tactics keep pressure on other vehicles.
Arnold Kwong
Nov 28, 20232 min read
Dynamic India: China Goes Cash Out
India seeks foreign investment to grow. China wants to be a big factor in India. Current tensions see Chinese investors withdrawing money.
Arnold Kwong
Nov 24, 20232 min read
Dynamic India: Seeing is Believing
Streaming services globally look for margins. Huge viewership isn't enough as sport events/content are compelling not highly profitable.
Arnold Kwong
Nov 21, 20234 min read
Dynamic India: Navigating Sanctions to Achieve a Green Energy Transformation with Profits
India's green energy transformation will depend on navigating Russian crude sanctions in the near term. Electricity needs in 2030 are unmet.
Arnold Kwong
Nov 21, 20233 min read
Alien Sighting: A takeover is aimed at Tesla
Tesla's competitors want the same manufacturing cost benefits. USA, EU, and Chinese plants will get the same methods to save money.
Arnold Kwong
Nov 20, 20232 min read
Alien Sighting: Tesla Disrupts Global Vehicle Marketing
Tesla disrupts car markets globally. Competitors see losses while Tesla profits. Price cuts and business models pressure traditional makers.
Arnold Kwong
Nov 17, 20232 min read
Dynamic India Getting to “Must Have” – Part 2 TV in your hand
India wants smartphones to have TV in your hand. Smartphone makers see higher costs and higher consumer costs. See what is being fought ove
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