November 11, 2012
In this video, Motley Fool tech and telecom analyst Andrew Tonner takes a look at the market-share numbers that just came out for China's search industry and talks about what they mean for the biggest fish in the pond, Baidu. While Baidu did see a marginal decrease in market share from 75% to 73%, this is still such a massive lead over the competition at the moment that Andrew thinks this is still a great time to be a Baidu investor. If we continue to see this kind of market-share erosion over the long term, however, then it might be time to reconsider.
Regardless of your short-term view on the Chinese economy, these market-share numbers show that there is definitely still opportunity in Baidu (aka the "Chinese Google"). But is it invincible? Our brand-new premium report breaks down the dominant Chinese search provider's strengths and weaknesses. Just click here to access it now.