Covid-19/ Economy/ Group Buying/ IPOs
In my weekly digest, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and...
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Biden COVID-19 Response Plan: Overview of Its Inherent Investment Themes
Biden's recently-announced COVID-19 response plan suggests a number of investment themes. This Insight overviews the more significant of those...
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Online Food Demand Brings New Ideas and Innovations
E-commerce has less than 3% share of food retailing in Japan but this is about to change and fast. Amazon/Life is leading but Aeon, Rakuten and...
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After Covid: The Future for Japanese Retail: Winners & Losers
No one really knows what will happen after the initial shock of the coronavirus fades away. Many observers in Japan, expert and otherwise, are...
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Pre-IPO ESG Analysis: JD.com's Developing ESG Story Is Strong Despite Early Missteps
Pre-IPO, sort of.The U.S.-listed ADRs (American Depositary Receipts) have traded, as JD.com (JD US), for six years. However, in light of the...
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