China Internet CNY Holiday Update: Gaming Performed Better than Ads and ECom
Our recent channel check indicates that online gaming has a better performance than online ads and eCommerce during the Chinese New Year holiday....
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CX Daily: Debt-Plagued Local Financing Vehicle in China Gets ‘Unprecedented’ Extension
Debt-plagued local financing vehicle in China gets ‘unprecedented’ extension to repay loans within 20 years. Citic Securities cleared for new asset...
642 Views
China Online Ads Outlook: A Year of Uneven Recovery
We update our China online advertising model and conclude that Bytedance's slowdown, Tencent's Video Account, and some sectors' uneven recoveries...
632 Views
Heard on the Bund – China TMT and Consumer Bi-Weekly
IQIYI DAU surge, recovering China advertising market, COVID infection rates by cities in China, Third growth driver of Xiabuxiabu
475 Views
GEM Weekly (22 Jul 2022): SA Repo Rate; IQIYI, ByteDance, Did Global, Baidu
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
530 Views