China: Renewed Concerns About Extent of Slowdown
Progressively weaker data from China is likely to increase expectations of further depreciation of the RMB, while a continued decline in FX...
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The State of Online Retailing in China
Despite the promise of online retailing and its rapid growth, there are worrying signs that point to either a coming slowdown, data discrepancies,...
212 Views
Retail and Consumer Activity in China
Given the available data, we believe it indicates that Chinese consumer growth remains positive but significantly weaker than headline official...
272 Views
Nexteer - Reasonable Valuations, Decent Discount. Large Size Versus ADV the Only Worry
Dongfeng Asset Management plans to raise US$71m by selling its 2.8% stake in Nexteer Automobiles. Dongfeng has been a shareholder since its was a...
264 Views
The Global E-Commerce Handbook: Themes Investors Need to Know as Consumer Shopping Tendencies Evolve
The idea of e-commerce as a disruptive force is not new, with consumers becoming increasingly comfortable making everyday purchases online or...
255 Views