Pinduoduo: At the Intersection of Two E-Commerce Megatrends
Pinduoduo is at the intersection of two megatrends - fresh foods e-commerce and live-streaming. Fresh foods e-commerce penetration remains...
451 Views
FMCG Is the Next Big Growth Driver & Battleground for China E-Commerce; Big Tech Moves In Force
FMCG E-Comm is China Tech's Next Big Growth Driver & BattlegroundAt a time when overall retail e-commerce in China has already reached 44%...
444 Views
Hong Kong Exchanges & Clearing – Further To Run
* Solid Prospects: Hong Kong Exchanges & Clearing’s (388.HK) [HKEx] share price has increased HKD 152.40 (72.1%) since its pandemic panic...
284 Views
U.S. Equity Strategy: Buy The Dips
New developments outlined in today’s report are of the bullish variety. The way we see it, the positives continue to heavily outweigh the...
386 Views
CHINA FLOW: Bubble, Bubble, Toil, & Trouble (Watching Turnover, Margin, and Excess)
Monday morning 6 July, the China Securities Journal carried an editorial which was widely reported to stoke bullish fervour. The FT said the...
672 Views