GoTo: Thoughts on the New Tokopedia/TikTok Partnership
GoTo's move to sell a majority stake in Tokopedia at a time the business is nearing positive EBITDA has surprised us, and we think TikTok will...
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GEMWeekly (1 Dec 2023): China, South Korea, India Macro; ByteDance, NIO, Geely, Alibaba
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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CX Daily: Zhongzhi Vice President Xie Among Those Probed Over Group’s Collapse
Zhongzhi / Exclusive: Zhongzhi vice president Xie among those probed over group’s collapse Some of the suspects under investigation over their...
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Alibaba, JD.com Report Double 11 Sales Growth
China’s two biggest e-commerce companies reported higher sales from this year’s Double 11 shopping extravaganza, but kept tight-lipped about just...
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CX Daily: EU Probe Into Chinese EV-Makers’ Alleged State Support
Probe / Caixin Explains: EU probe into Chinese EV-makers’ alleged state support Chinese electric-vehicle (EV) manufacturers’ European business has...
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