May 1st Marks End of US "De Minimis" Exemption that Has Enabled Growth of SHEIN, Temu, & AliExpress
US "de minimis" import rules that have enabled the growth of platforms like SHEIN and Temu will change dramatically this week. We believe the...
16.9k Views
Wuxi XDC Placement - Following Biologics Playbook, past Deals Have Been Mixed
WuXi AppTec (2359 HK) aims to raise around US$250m via selling around 3.5% stake in WuXi XDC Cayman (2268 HK). In this note, we talk about the deal...
461 Views
Monthly Chinese Express Tracker | Volume, Price Trends | ZTO Rejoins Volume Game | (March 2025)
Combined January-February parcel volume growth moderated, but it's too early to say this is a departure from trend. We're now more concerned about...
366 Views
JD Logistics Q424 Earnings: Taobao / Tmall Access Fails to Generate Expected Benefits
JD Logistics' Q424 results showed no benefit from almost a full quarter's worth of access to Alibaba's Taobao / Tmall platforms. We believe...
428 Views
It's Been a Tough Two+ Years for SHEIN & Its Investors, & Things Don't Get Easier From Here
Over the past two+ years, SHEIN has faced a deluge of developments that threaten its future growth and profitability, especially in the US.
582 Views