Chinese mobile internet companies are still in the initial stages of entering overseas markets and have yet to become global companies in the same league as Google or Baidu.
Either Baidu or Tencent could upend the market by steering consumers directly to hotel and airline websites.
Robert Stammers, Director of Investor Education at the CFA said that while Baidu represented the potential for opportunities in the global market, investors should not expect to earn a great rate of return by simply choosing investments with high historical returns like Baidu or choosing the stock as a means to participate in the Chinese economy.
Talk of new Chinese regulation sent most Chinese net names lower, but one trader said the regulation will have no effect on Sina or another popular net name, Baidu (BIDU), which closed 3.9% lower.
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People like Li YanHong and Robin Li, founders of Baidu.com, or famed entrepreneur Jack Ma, founder of Alibaba group, which owns the most popular e-commerce sites, or Pan Shiyi and wife Zhang Xin, the Donald Trumps of China.
There are basically two choices, join the bulls in their stampede, or take the contrarian route and bet against Baidu.
Does that mean Baidu is worth nearly 90 times earnings, or that Sohu is worth betting on when, as The Motley Fool notes, there is a significant short interest in the stock?
Over the long term, we think that Baidu will need to invest heavily in new product lines or buy out companies with exciting products.
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And the price of gold, or the politics in Washington, have no impact on whether or not Shanghai locals are going to buy smartphones and go to Baidu to search, and Sina and Tencent sites to maintain relationships with friends.
The new Orange and Baidu browser offers a highly customisable but simple interface for customers in AMEA, enabling them to access web-based apps and internet services unique to Baidu and Orange, as well as services like Wikipedia, Facebook or Twitter, amongst others.
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Look at the market value of internet franchises like Facebook, Google and Baidu, not that their headmen collect art early on, but sooner or later they turn out sometime collectors like Bill Gates, but not the media honcho of Mexico, Carlos Slim, who works hard giving away his wealth.
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The first generation who made it with Baidu, Alibaba, Tencent, Sina and Renren are moving on to do their second or third startup in China.
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