E-Wallet Adoption Is Soaring from COVID, Catalyzing Southeast Asia Digital Economy Boom
Earlier in the year, we published an in-depth analysis explaining how Southeast Asia's digital economy could grow much faster than expected should...
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Softbank Group: Accelerated Asset Sales (Alibaba, ARM) Read Across to Vision Fund 2
Softbank has sold a further block of Alibaba shares whilst a restructuring of ARM points the way to a reintroduction of that business to public...
423 Views
Hang Seng TECH Index - New Kid On The Block
Last evening, the Hang Seng Indexes Company announced the launch of the Hang Seng TECH Index on 27 July. The new index will track the 30 largest...
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China E-Commerce [Alt Data]: Demand Picks Up in 2Q; Expect Strong Results for Alibaba/JD/PDD
Chinese government data suggests that the retail demand for online goods has picked up to the pre-pandemic level in 2Q 2020. We expect 2Q 2020 to...
323 Views
TRACKING TRAFFIC/Chinese Express: Volumes Up | Pricing Craters | STO Pre-Announces Weak Q2
Chinese express parcel volume growth was strong in June, rising by 36.8% YoY. As has been the case in recent months, growth in mainstream...
264 Views