A new report from Morgan Stanley looks at the growing opportunities for companies within China’s Internet and Mobile sectors.

Key finds from the report include:

• China has over 360MM mobile phone users, 3.6 times more than its Internet users
• The total number of China’s mobile users is equal to the total of the next three nations (US, Japan, and Germany) combined.
• China’s mobile users use mobile data services much more than users in other countries
• ‘Click plus brick” model to dominate ecommerce
• Requirement for foreign companies to localize content and services for Chinese market; simple redistributions will likely not work
• Online gaming industry to grow quickly in scale similar to penetration of online gaming in South Korea
• Mobile value-added services are an overlooked opportunity
• Investment concerns include “economic slowdown, regulatory risks, dearth of innovation, management quality and excessive capital inflow”.

The report takes a thorough look at the market and a number of individual companies.

Downloads:

• Full 118 Page Report
• 75 Page Summary Presentation