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Dynamic India: India bans computer imports- Context from other countries
India bans computer imports. Cars, smartphones, and chips - same or different? A look at China, Japan, and USA examples.
Arnold Kwong
Aug 31, 20233 min read


Alien Sighting: BYD Making It Up In Volume In Brazil
Chinese BYD is an Alien Invader with new EV/NEV and battery factories in Brazil and Thailand. BYD is not building in UK, Germany, or India.
Arnold Kwong
Aug 30, 20232 min read


Alien Sighting: BYD Making It Up in Volume
BYD is planting factories for EV's as it expands globally. Asia and EU are key markets for expansion and hurting competitors profits.
Arnold Kwong
Aug 29, 20232 min read


Dynamic India: India bans computer imports- Background
India bans computer imports from Nov 1, 2023. Background details and references for our series on winners and losers.
Arnold Kwong
Aug 29, 20233 min read


Dynamic India: India bans computer imports- Introduction
India bans computer imports to favor Make-In-India. Assumptions are behind the benefits of the ban. Introduction to a short series.
Arnold Kwong
Aug 29, 20231 min read


Dynamic India: India bans computer imports- Desired Benefits
India seeks benefits for Make-In-India from computer import ban.
Arnold Kwong
Aug 29, 20232 min read


Dynamic India: Limitless Space Continues with a Moon Landing
The Indian moon landing helps a Dynamic India sell global deals. Execution of space projects shows how deals can succeed with Indian tech.
Arnold Kwong
Aug 25, 20232 min read


Alien Sighting: BYD Goes Global Faster - Background
BYD used Berkshire-Hathaway's (Buffet and Monger) to grow to a global competitor fast. Now going global with Chinese EV/NEV at scale.
Arnold Kwong
Aug 24, 20232 min read


Alien Sighting: BYD Goes Global Faster
BYD is leading a Chinese vehicle Alien Invasion into global markets. Instead of supplying cheap parts and a big market China wants the world
Arnold Kwong
Aug 24, 20233 min read


Alien Sighting: mRNA Technology Accelerates Competition - Part 2
Disruption follows mRNA technology invading global medical marketplaces. Mismatched expectations and experiences cause lingering controversy
Arnold Kwong
Aug 22, 20234 min read


Alien Sighting: mRNA Technology Accelerates Competition - Part 1
Disruption follows mRNA technology invading global medical marketplaces. Mismatched expectations and experiences cause lingering controversy
Arnold Kwong
Aug 22, 20232 min read


Dynamic India: Fab-less in the future?
India wants a local chip fab. The cost to attract a global project may be too big. Pursuing parts of the supply chain may be fab-less.
Arnold Kwong
Aug 22, 20233 min read


Dynamic India: Out Goes the Old, In Comes the NEV
GM and Ford retreat from a Dynamic India even as a green energy transformation sees Hyundai EV/NEV manufacturing and no Great Wall Motors.
Arnold Kwong
Aug 19, 20233 min read


Real World AI: Generative Video Advertisements Go Live Get Big Results
Real World AI uses generative video and voice winning big results.
Arnold Kwong
Aug 18, 20233 min read


Alien Invader: Adobe will Invade to Destroy Their Own Market, Here's What to Do for Process
Adobe's AI updated tools will disrupt eco-system processes, talent, and plans. Improve enterprise processes to avoid destroyed markets.
Arnold Kwong
Aug 16, 20232 min read


Alien Invader: Adobe will Invade to Destroy Their Own Market, Here's What to Do for Talent
Adobe uses AI changing jobs and headcount. Recommendations for talent management and planning for Real World Artificial Intelligence.
Arnold Kwong
Aug 15, 20233 min read


Alien Invader: Adobe will Invade to Destroy Their Own Market, Here's What to Do for the Enterprise
Adobe invades to destroy with AI. Real World AI recommendations for the enterprise. Actions to do today.
Arnold Kwong
Aug 15, 20233 min read


Alien Invader: Vodafone Idea (VI) Gets Rescued a Little
Vodafone Idea needs a rescue as it is losing money, subscribers to JIO/Airtel, and no investors with huge debts and no 5G investment vendor.
Arnold Kwong
Aug 15, 20232 min read


Dynamic India: The Name of the Game is Cricket
Cricket watching drives streaming subscriptions in India. Disney global investment looks at India and JIO's spend to grow. ESPN spend a clue
Arnold Kwong
Aug 11, 20233 min read


Alien Invader: Adobe will Invade to Destroy Their Own Market Part 9
Adobe destroys jobs with less work because of AI. Enterprises get gains. Engineering and manufacturing get gains. Work goes in-the-computer.
Arnold Kwong
Aug 11, 20232 min read
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