Daily BriefsThematic (Sector/Industry)

Daily Brief Thematic (Sector/Industry): Social Platform Commerce in Southeast Asia: Basics and more

In today’s briefing:

  • Social Platform Commerce in Southeast Asia: Basics, Key Dynamics and Opportunities
  • The Future Directions of A-Share After the 20th National Congress of the CPC

Social Platform Commerce in Southeast Asia: Basics, Key Dynamics and Opportunities

By Chalawan

  • Social platforms and e-commerce platforms used to exist in a symbiosis where the former harnessed consumers’ attention and the latter offered goods for sale, and where ad dollars traded hands in between.
  • The rise of Social Commerce has disrupted that status quo forever, with both types of platforms making moves to better delight consumers while capturing a greater share of the economic value.
  • While still in its early days, this archetype of Social Commerce is already proving consequential to Southeast Asia’s e-commerce landscape and forcing brands and retail companies to reconsider their online channel mix

The Future Directions of A-Share After the 20th National Congress of the CPC

By Xinyao (Criss) Wang

  • As investors may not really realize the significance and historical opportunities represented by the 20th National Congress, we analyzed the potential future directions of A-share and related investment opportunities.
  • The real battlefield isn’t in Taiwan Strait but in capital market.In the final analysis,it is to achieve the subjectivity of RMB rather than an extension of the credit of dollar. 
  • Only by making full preparations can China open to the outside world with higher quality. We advise investors to change thinking mode so as not to miss China’s next boom. 

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