Baba/Pdd/Jd/Vips/BILI/700 HK/JDL: China TMT Update(Apr.24) - Taobao Cancels Fees for Promotion Event
BILI/700HK: April domestic game codes published by NPPA;JD/PDD/BABA/JDL: JD commits to maintain its low-price strategy; Taobao cancels fees for...
435 Views
China Logistics Sector Update & Downgrade S.F. Holding (2352.CH) To SELL: Pricing Pressure in 1H
We downgrade S.F. Holding to SELL due to Fengwang’s unpromising outlook under competitive pricing environment. Our top pick of the Logistics sector...
437 Views
SHEIN Vs Amazon, Part II: What Changed Since Our Last Shopping Adventure? SHEIN Cost Nearly Tripled!
Now that fast fashion giant SHEIN has finally filed offering documents in Hong Kong, we believe it's a good time to revisit the company's evolution...
1.1k Views
China's Export Outlook 2023: How Port, Shipping and Logistics Fare?
We are cautious on China's export outlook in 2023, and operating environment of port, container shipping and logistics sectors will be challenging....
877 Views
GEM Weekly (9 Dec 2022): China Inflation, South Africa GDP; JD Logistics, SEC, Naver, TSMC, NetEase
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
526 Views