Tencent Holdings: China's "One Foot, One Punch, One Inch" Initiative Undermines Tencent.
Tencent Holdings (700 HK) along with Alibaba Group Holding (BABA US)Â has been a leading light in the emergence of China as a formidable Internet...
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TRACKING TRAFFIC/Chinese Express & Logistics:Â Express Momentum Wanes | Pricing Tumbles | Buy CLPH!
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
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Industrial Real Estate: "Power Supply Is the New Ceiling Height"
“Demand for warehouse workers is growing faster than the labor supply, and that could drive up costs for fulfillment center operations as digital...
542 Views
Meituan Dianping– As Good As It Gets?
Duopolies are generally good for profits in an industry. However, a central aspect of a duopolistic framework is market equilibrium. If China is...
528 Views
Alibaba's Investor Day - Jack Ma on Globalization, Trade War and the Future, A Few Takeaways(Part I)
How can you grow in the future? How can you grow faster? At Alibaba Group Holding (BABA US)'s Investor Day held at Hangzhou (Sep 17-18th), Jack Ma,...
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