Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

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Cross Asset Strategy

<ul><li>Tariffs / Cover Story: Trump tariffs put global trade system in crisis as countries retaliate and stock markets plummet</li><li>Legal battle /In Depth: How one acre in Shanghai sparked a 20-year legal battle</li><li>Stocks /: China markets sink as trade war intensifies</li></ul>

Tariffs / Cover Story: Trump tariffs put global trade system in crisis as countries retaliate and stock markets plummetLegal battle /In Depth: How one acre in Shanghai sparked a 20-year legal battleStocks /: China markets sink as trade war intensifies

CX Daily: Trump Tariffs Put Global Trade System in Crisis as Countries Retaliate

<ul><li>Social workers / In Depth: The social workers helping patients navigate China’s health care system</li><li>Carbon /: Steel, cement and aluminum sectors join China’s carbon trading market</li><li>Robots /: Meet the leading players in China’s humanoid robotic revolution</li></ul>

Social workers / In Depth: The social workers helping patients navigate China’s health care systemCarbon /: Steel, cement and aluminum sectors join China’s carbon trading marketRobots /: Meet the leading players in China’s humanoid robotic revolution

CX Daily: The Social Workers Helping Patients Navigate China’s Health Care System 

Equity Analyst - Asia Consumer Sector, Investory

Devi Subhakesan

Equity Analyst - Asia Consumer Sector

ASIA CONSUMER: INSIGHTS AND INVESTMENT IDEAS

Investory

Investory is a Singapore-based boutique independent equity research firm founded in January 2017 with a primary focus on consumption themes across Asia-Pacific.

We aim to generate investible ideas based on consumption trends and outlook. We screen our ideas on several parameters - product potential, long-term growth and management commitment being the most critical.  We follow a fundamental analysis approach in our stock selection process and are not restricted by market cap.

We aspire to grow into a leading source of unbiased research, free of conflict of interest, for investors yearning for independent and disciplined analysis. 

We also undertake bespoke research mandates to support our Institutional clients’ investment needs.

Our team comprises of professionals with extensive experience in the Asian equity markets, in areas ranging from research, servicing institutional clients and investment management.

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/zoetop-business-co-ltd-shein" target="_blank" data-smartkarma-citation="entities:33536:1" rel="noopener">SHEIN (1895674D HK)</a> returns to India after a five-year hiatus under a license agreement with <a href="https://www.smartkarma.com/entities/reliance-industries-ltd" target="_blank" data-smartkarma-citation="entities:198:1" rel="noopener">Reliance Industries (RIL IN)</a> owned Reliance Retail ltd.</li>
<li>India's vast, untapped market for fast fashion, driven by a large and growing young population, rising disposable incomes, and increased e-commerce penetration presents an attractive growth opportunity for Shein.</li>
<li>Shein faces growing challenges in the US due to new trade restrictions. Its partnership with Reliance could serve as a strategic move to develop alternative supply chains outside China.</li>
</ul>



SHEIN (1895674D HK) returns to India after a five-year hiatus under a license agreement with Reliance Industries (RIL IN) owned Reliance Retail ltd.
India's vast, untapped market for fast fashion, driven by a large and growing young population, rising disposable incomes, and increased e-commerce penetration presents an attractive growth opportunity for Shein.
Shein faces growing challenges in the US due to new trade restrictions. Its partnership with Reliance could serve as a strategic move to develop alternative supply chains outside China.


SHEIN: Back in India in Alliance with Reliance, Amid Woes in the West

<ul><li>Drugmakers / In Depth: Chinese drugmakers find fertile, but challenging market in Indonesia </li><li>GDP /Chart of the Day: Over a dozen Chinese provinces set lower GDP targets</li><li>Metals /: LME approves Hong Kong as delivery hub in boost for China’s metal trade</li></ul>

Drugmakers / In Depth: Chinese drugmakers find fertile, but challenging market in Indonesia GDP /Chart of the Day: Over a dozen Chinese provinces set lower GDP targetsMetals /: LME approves Hong Kong as delivery hub in boost for China’s metal trade

CX Daily: Chinese Drugmakers Find Fertile, but Challenging Market in Indonesia 

<ul><li>Interest rate / Cover Story: Where best to invest in China’s low-interest-rate era</li><li>Citadel /: Citadel files application for foreign-owned China brokerage after short delay</li><li>Telecom scams: More than 60 university students in Hong Kong, mostly first-year Chinese mainland newcomers, have fallen victim to telecom scams in recent months, losing HK$60 million ($7.7 million) between them</li></ul>

Interest rate / Cover Story: Where best to invest in China’s low-interest-rate eraCitadel /: Citadel files application for foreign-owned China brokerage after short delayTelecom scams: More than 60 university students in Hong Kong, mostly first-year Chinese mainland newcomers, have fallen victim to telecom scams in recent months, losing HK$60 million ($7.7 million) between them

CX Daily: Where Best to Invest in China’s Low-Interest-Rate Era 

China

Beijing Douyin Information Service Co. Ltd. provides online information and contents. The Company develops and operates short video platform, original short video community, news platform, and other related products. Beijing Douyin Information Service offers services worldwide.

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ByteDance (1439927D CH)

CX Daily: Trump Tariffs Put Global Trade System in Crisis as Countries Retaliate

Tariffs / Cover Story: Trump tariffs put global trade system in crisis as countries retaliate and stock markets plummet Legal battle /In Depth:...

Caixin Global

SHEIN: Back in India in Alliance with Reliance, Amid Woes in the West

Shein returns to India after a 5-year hiatus with Reliance Retail partnership, eyeing growth in fast fashion market amid US trade challenges.

Devi Subhakesan

CX Daily: Chinese Drugmakers Find Fertile, but Challenging Market in Indonesia

Drugmakers / In Depth: Chinese drugmakers find fertile, but challenging market in Indonesia Indonesia, Southeast Asia’s largest economy, is...

Caixin Global

CX Daily: Where Best to Invest in China’s Low-Interest-Rate Era

Interest rate / Cover Story: Where best to invest in China’s low-interest-rate era When Li Zhen went to renew the 50,000 yuan ($6,824) she had...

Caixin Global

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

CX Daily: Trump Tariffs Put Global Trade System in Crisis as Countries Retaliate

Tariffs / Cover Story: Trump tariffs put global trade system in crisis as countries retaliate and stock markets plummet Legal battle /In Depth:...

Caixin Global

CX Daily: The Social Workers Helping Patients Navigate China’s Health Care System

TOP STORY Social workers / In Depth: The social workers helping patients navigate China’s health care system As spring arrived, Liu Pei received...

Caixin Global

SHEIN: Back in India in Alliance with Reliance, Amid Woes in the West

​Shein returns to India after a 5-year hiatus with Reliance Retail partnership, eyeing growth in fast fashion market amid US trade challenges.

Devi Subhakesan

CX Daily: Chinese Drugmakers Find Fertile, but Challenging Market in Indonesia

Drugmakers / In Depth: Chinese drugmakers find fertile, but challenging market in Indonesia Indonesia, Southeast Asia’s largest economy, is...

Caixin Global

CX Daily: Where Best to Invest in China’s Low-Interest-Rate Era

Interest rate / Cover Story: Where best to invest in China’s low-interest-rate era When Li Zhen went to renew the 50,000 yuan ($6,824) she had...

Caixin Global

Shein returns to India after a 5-year hiatus with Reliance Retail partnership, eyeing growth in fast fashion market amid US trade challenges.