China Singles Day – Consensus Is Wrong on Chinese Consumers and Consumption
This strength in consumer spending is counter to the views of most Chinese foreign-based analysts. Consumption is much stronger than consensus is...
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MOGU IPO Preview: Fading Fads
Mogu (MOGU US) is a leading fashion and lifestyle e-commerce platform in China, backed by Tencent Holdings (700 HK) which an 18% shareholder. Users...
470 Views
2018 China’s Singles’ Day GMV Review - First Cut
The initial results of Alibaba Group Holding (BABA US) Singles’ Day Shopping Festival which concluded at 11 am ET today came out to be largely in...
479 Views
RRG EM Macro Weekly - Outlook for 2019 in Focus - Lower Oil and Rising Trade Impact
Are Lower Oil Prices Linked to Underlying Weakness? Impact of Trade War on 2019 Growth Outlook China: October showed very strong trade numbers for...
511 Views
Ctrip Q318 Results: BAD (Increasing Margin Pressure) > GOOD (Bottoming of Revenue Growth)
Ctrip.Com International (Adr) (CTRP US) reported Q318 earnings results after hours on Wednesday, November 7th that include a mix of good and bad.On...
640 Views