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
Internet - 1Q24 recap & our three stock-picking ideas
Year to date, the internet sector has pulled back after rapid rallies buoyed by improved sentiment and short-term fund inflows, in line with our...
347 Views
[Blue Lotus Daily-TMT Update]:JD/PDD/BABA/BILI/BIDU/700HK/3888HK/1024HK/NTES /3690HK/TCOM/SE/CPNG/BZ
​JD launches new low-priced initiative to target lower-tier market, Bilibili and Xiaohongshu experience cloud crash, Tencent announces upgraded LLM...
252 Views
GEMWeekly (28 Jun 2024): Sluggish Chinese Consumer, China Macro; Jd.com, Bharti Airtel, Tencent
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
478 Views