US' Quantitative Tightening; Chinese Regulators’ Push for Deleveraging
The S&P 500 (SPX INDEX) fell by 5.2% last week and now stands 8.8% below its record high of 2873 on January 26. A combination factors...
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What Change Will JD Logistics (JDL) Bring to the E-Commerce and Logistics Markets?
Summary:We think JD Logistics' (JDL) valuation at US$10bn is reasonable. The reason is that integrated logistics have the advantage in China...
279 Views
BABA FYQ3: 'Core Commerce' & CaiNiao Decelerate, Guides to Slower FYQ4, Negative for Express Parcels
Early Thursday morning in New York, Alibaba Group Holding Ltd (BABA US) reported FYQ3 (December) results that showed a sharp deceleration of growth...
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Will Alibaba Prevent an All-Out Food Crisis in China?
We believe there is scope for a food crisis in China. In this note, we take a deep look at the dynamics of food consumption in China and note four...
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TRACKING TRAFFIC/Chinese Express & Logistics: Express Price Hike Failed, ASPs Down Again in December
Tracking Traffic/Chinese Express & Logistics is a new research product designed to be the focal point for all of our research on China's...
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