China TMT Update (May 5-Pt1): NTES/PDD/LKNCY/2150HK/ATAT：Justice Mobile Launches 2nd Round Test
Labor Day holiday Tourism consumption recovered.(+) NTES: Justice Mobile launches 2nd round of closed beta test (-) PDD: PDD announces RMB 4bn in...
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China TMT Update(Apr.25) - 3690.HK/2150.HK/700.HK/TME: Meituan Riders in Shanwei Go on Strike
3690.HK: Meituan food delivery drivers in Shanwei go on strike (-); 2150HK: Lelecha confirm to launch franchise model (+); 700HK/TME: WeChat tests...
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[Consumer Brands Deep Dive]:Structural and Substitution Drive Chinese Consumer
Chinese underconsumption is only half true. It only occurs in categories associated with development stages; Our TOP PICKS are Li Auto, Atour,...
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CX Daily: China’s Battle to Stabilize Its Economy
Hong Kong health expert downplays city’s Covid fatality rate; Shanghai offers support for importing Covid drugs and vaccines as it battles outbreak
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Smartkarma Originals
Tea/Coffee Chains: As Asians Acquire a Taste for Coffee, Novelty Seems Like the Way Forward for Tea
Historically, tea dominated the Asian beverages market, but over the last few years we are seeing a renewed interest in coffee and coffee-based...
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