[Blue Lotus Non-US Internet Weekly, 4/52]: Deepseek's Asked the Right Question on GAI Capex
​Chinese consumers are excited about new smartphone trade-in subsidy, Tencent and NetEase secure game title approvals, and strong domestic travel...
281 Views
Monthly Chinese Tourism Tracker | Dec & Q424 Numbers | Airlines Outperform Trip.com (January 2025)
December 2024 travel growth moderated, as the post-pandemic recovery has by now largely run its course. After a stellar 2023-24 run, shares of...
693 Views
[Blue Lotus Non-US Internet Weekly, 3/52]: RedNote's Popularity Can Lift Other Boats Outside China
Consumption is still fragile with likely headwinds in January. More service subsidies are needed. RedNote's popularity signals more to come. US...
277 Views
Blue Lotus Non-US Internet Weekly Wrap (2/2025): Tencent's Inclusion and Exclusion from US Sanctions
​Tencent's impact from CML and NML are short-term. Strong service start to 2025 showed promise. NetEase's games exceed expectations with promising...
281 Views
Surge in Chinese Overseas Tourism Set for Lunar New Year
Many Chinese travelers are opting to head to destinations in East and Southeast Asia for the upcoming Lunar New Year holiday, underscoring a...
449 Views