[Blue Lotus Daily-TMT Update]:PDD US/META/700 HK/NTES/BIDU/3690 HK/JD/DADA/DDL/002024 CH/SHEIN/BABA
​Temu remains popular in the US, PDD introduces new ad-tool, Tencent's game to end service on September 9th.JD launches Dutch-style auction.
345 Views
China's E-Commerce Is Not as Bad as the Stock Prices Suggest
​Rumors of weak 618 sales and high keep-it-refunds ratios were unfounded. While long term consumption in China does have challenges, near term...
308 Views
[Blue Lotus Daily-TMT Update]:3690 HK/TCOM US/700 HK/JD US/BABA US/PDD US/1519HK/ZTOUS/NTESUS/BILIUS
​Kuaigou Dache lowers commission rate for drivers, Ctrip introduces Family Card for booking trips for elderly parents, Honor of Kings to launch...
223 Views
GEMWeekly (5 Jul 2024): EU Tariffs on Chinese Online Goods; China Macro; Samsung, Reliance, PDD
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
277 Views
SHEIN/Temu/AliExpress: As US Mulls Reforming "De Minimis" Rules, EU Could Take Similar Action
It appears the EU has joined the US in preparing reforms to the "de minimis" rules that aid SHEIN and its peers by keeping direct-to-consumer...
3.8k Views