A Pricey Deal in Hindsight, Walmart? India Reviews Policy - Amazon, Walmart May Need to Rejig Model
Would Wal Mart Stores (WMT US) have paid USD16 bn last year for Flipkart, a leading online Indian retailer, if the recent clarification on India's...
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Tencent Music: Short Idea on Consumption Slowdown Angle
Tencent Music Entertainment (TME US)'s social entertainment services (discretionary consumption in nature) face more headwinds due to ongoing...
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TRACKING TRAFFIC/Chinese Tourism: Visits to Macau & HK Surge | Other Outbound & Domestic Weaker
A year ago we began publishing Tracking Traffic/Chinese Tourism as the hub for all of our research on China's tourism sector. This monthly report...
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Sea Ltd: A Surprise Winner in Cut-Throat E-Commerce Battle?
A big takeaway from our conversations with Indo e-commerce industry sources is that they vouch for Shopee's (Sea Ltd's (SE US) e-commerce arm) MS...
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Maoyan Entertainment IPO: The Trouble with Blockbusters
Maoyan Entertainment, formerly Entertainment Plus (EPLUS HK), is the largest online movie ticketing service provider in China. According to press...
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