Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>TikTok /Cover Story: The countdown begins: TikTok navigates uncertain future amid U.S. ban bill</li><li>Forum /: Premier reiterates commitment to making China a better place to do business</li><li>Ma Ying-jeou /: Former Taiwan leader to make first visit to Beijing</li></ul>

TikTok /Cover Story: The countdown begins: TikTok navigates uncertain future amid U.S. ban billForum /: Premier reiterates commitment to making China a better place to do businessMa Ying-jeou /: Former Taiwan leader to make first visit to Beijing

CX Daily: The countdown begins: TikTok navigates uncertain future amid U.S. ban bill 

<ul><li>Tuberculosis / In Depth: Behind China’s struggle to bring down drug-resistant TB</li><li>TikTok /: U.S. House passes bill that will ban TikTok if not sold</li><li>Explosion /: Death toll of North China restaurant blast rises to seven</li></ul>

Tuberculosis / In Depth: Behind China’s struggle to bring down drug-resistant TBTikTok /: U.S. House passes bill that will ban TikTok if not soldExplosion /: Death toll of North China restaurant blast rises to seven

CX Daily: Behind China’s Struggle To Bring Down Drug-Resistant TB

Equity Bottom-Up

Alibaba Group Holding  / Equity Bottom-Up

<ul><li>Alibaba Group’s office messaging and meeting app DingTalk is allowing users of Tencent Holdings’ rival social media app WeChat to directly join any meeting initiated on DingTalk without first registering.</li><li>DingTalk users can now share a meeting link with WeChat users, who can enter the meeting within WeChat.</li><li>Previously, DingTalk required participants to download its meeting app and register.</li></ul>

Alibaba Group’s office messaging and meeting app DingTalk is allowing users of Tencent Holdings’ rival social media app WeChat to directly join any meeting initiated on DingTalk without first registering.DingTalk users can now share a meeting link with WeChat users, who can enter the meeting within WeChat.Previously, DingTalk required participants to download its meeting app and register.

Alibaba, Tencent Continue to Tear Down Walls Between Their Meeting Platforms 

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

Equity Capital Markets

<ul>
<li>A listing in London would not remove de minimis reform risk in US market</li>
<li>A new report quantifies the potential cost of changes to US de minimis rules</li>
<li>Europe's rigorous new 'digital services' laws are an emerging threat to SHEIN</li>
</ul>


A listing in London would not remove de minimis reform risk in US market
A new report quantifies the potential cost of changes to US de minimis rules
Europe's rigorous new 'digital services' laws are an emerging threat to SHEIN


Shifting Its Planned IPO from New York to London Won't Address Key Risks Facing SHEIN

ASEAN Insight Provider, CrossASEAN Research

Angus Mackintosh

ASEAN Insight Provider

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

GoTo Gojek Tokopedia Tbk PT / Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/goto-gojek-tokopedia-tbk-pt" target="_blank" data-smartkarma-citation="entities:25976:1" rel="noopener">GoTo</a> held a public expose at the IDX to update investors on latest developments including the Tokopedia sale but also to outline its key strategies for 2024. </li>
<li>
<a href="https://www.smartkarma.com/entities/goto-gojek-tokopedia-tbk-pt" target="_blank" data-smartkarma-citation="entities:25976:1" rel="noopener">GoTo</a> will start to receive the service fee from Tokopedia from 1st February despite that monitoring is ongoing by the Ministry of Trade although that is now 75% complete.</li>
<li>GoTo's focus will be on affordable products, some new premium offerings, and increasing higher take rate lending products through GoPay, with incoming fees from Tokopedia providing additional funding going forward.  </li>
</ul>



GoTo held a public expose at the IDX to update investors on latest developments including the Tokopedia sale but also to outline its key strategies for 2024. 

GoTo will start to receive the service fee from Tokopedia from 1st February despite that monitoring is ongoing by the Ministry of Trade although that is now 75% complete.
GoTo's focus will be on affordable products, some new premium offerings, and increasing higher take rate lending products through GoPay, with incoming fees from Tokopedia providing additional funding going forward.  


China

Beijing Douyin Information Service Co. Ltd. provides online information and contents. The Company develops and operates short video platform, original short video community, news platform, and other related products. Beijing Douyin Information Service offers services worldwide.

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ByteDance (1439927D CH)

CX Daily: The countdown begins: TikTok navigates uncertain future amid U.S. ban bill

TikTok / Cover Story: The countdown begins: TikTok navigates uncertain future amid U. S. ban bill Just six months ago, TikTok, the short-video app...

Caixin Global

CX Daily: Behind China’s Struggle To Bring Down Drug-Resistant TB

Tuberculosis / In Depth: Behind China’s struggle to bring down drug-resistant TB Wang Li used to work as a highway surveyor in Southwest China’s...

Caixin Global

Alibaba, Tencent Continue to Tear Down Walls Between Their Meeting Platforms

Alibaba Group’s office messaging and meeting app DingTalk is allowing users of Tencent Holdings’ rival social media app WeChat to directly join...

Caixin Global

Shifting Its Planned IPO from New York to London Won't Address Key Risks Facing SHEIN

Shifting SHEIN's IPO from New York to London would not mitigate the risk of US de minimis reforms; plus, new EU rules for large e-comm and social...

Tracking Traffic

GoTo (GOTO IJ) - A Leaner Green Machine

GoTo's focus will be on affordable products, some new premium offerings, and increasing higher take rate lending products through GoPay, with...

Angus Mackintosh

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