China: Renewed Concerns About Extent of Slowdown
Progressively weaker data from China is likely to increase expectations of further depreciation of the RMB, while a continued decline in FX...
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The State of Online Retailing in China
Despite the promise of online retailing and its rapid growth, there are worrying signs that point to either a coming slowdown, data discrepancies,...
348 Views
Retail and Consumer Activity in China
Given the available data, we believe it indicates that Chinese consumer growth remains positive but significantly weaker than headline official...
366 Views
The Global E-Commerce Handbook: Themes Investors Need to Know as Consumer Shopping Tendencies Evolve
The idea of e-commerce as a disruptive force is not new, with consumers becoming increasingly comfortable making everyday purchases online or...
391 Views
Asia Calling: Relative Value in EM - From Short Beta to Smart Alpha
* The multi-year USD rally has been powerful, but in my view will gradually end and reverse this year* Fed tightening is not necessarily...
404 Views