The Launch of AllyLikes (Backed by Alibaba): Further Competitive Pressures on SHEIN, ZARA, and H&M
In this insight, we discuss the recent launch of allyLikes, which is backed by Alibaba Group (9988 HK). The core business model of allyLikes is...
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India Channel Insight | Easemytrip, Matrimony.com, Trent
Our objective with India Channel Insight is to share snippets from our channel interactions that are part of our research process. For this insight...
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Uniqlo: The Toyota of Clothing
Uniqlo's branding is at last coming together outside Japan. For the first time, we finally believe Fast Retailing may be on track for global...
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Shrinking & Shifting Personal Consmpn. WFH - Here to Stay? SG/HK Retail Analysis
With Work-from-Home now gaining wider acceptance and could possibly be part of new normal (post-COVID life), we believe there will be lesser need...
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Global Equity Strategy: Guarded Optimism
Global equities (MSCI ACWI) are decisively breaking above 1-month resistance on US-China trade war optimism, incrementally improving the technical...
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