China Internet Weekly (16Mar2020): IKEA Goes to Alibaba and Gome Appliance Goes to JD.com
IKEA started an online store on Alibaba (BABA)’s Tmall.com and Gome started an online store on JD.com. Alibaba (BABA)’s home delivery network,...
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Our Tech Portfolio Update: Holding Up Better Than Relevant Indices So Far
Since we published our initial China tech portfolio piece, markets have collapsed as the COVID-19 outbreak evolved into a global pandemic.It...
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Softbank's Unspoken Problem: Oyo China Is Now "Default Dead"
Oyo China is 'default dead' in our view, using the words of Paul Graham of Y Combinator. They just don't know it yet in our opinion. Oyo's China...
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5 Charts Show Why a Major Economic Downturn Is Inevitable Now
The World Health Organization (WHO) has officially declared the COVID-19 outbreak a global pandemic as the number of infected continue to soar...
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Trip.com – Still Infected By COVID-19
Trip.com Should Continue to Sell Off: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues to spread beyond...
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