Monthly Air Cargo Tracker | January: Soft Demand, Low LFs | Ocean Growth > Air Growth (March 2025)
Air cargo demand in January 2025 softened, although some of this may be attributed to timing of the LNY holiday. Air cargo utilization is low (and...
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CX Daily: Holiday Spending Gives Chinese Consumption a Needed Boost
TOP STORIES Consumption / In Depth: Holiday spending gives Chinese consumption a needed boost The biggest highlight of the recent Lunar New Year...
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CaiNiao Q3FY: Revenue Declines Y/Y, Margins, Too | X-Border Logistics Pricing Under Intense Pressure
Alibaba's latest quarterly earnings release shows that X-border logistics pricing and the pricing of X-border retail itself both remain under...
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MIXUE IPO - Decent Cornerstone, past Sentiment Overhang
Mixue Group is now looking to raise around US$450m in its upcoming Hong Kong IPO. In this note, we talk about the IPO pricing.
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Trump’s Tariffs Prompt Chinese E-Commerce Giants to Expand Beyond U.S.
Facing rising trade barriers and regulatory scrutiny in the United States and Europe, Chinese cross-border e-commerce platforms are scrambling to...
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