China E-Commerce as a Supermarket Play
COVID-19 is having a devastating human and economic impact across the globe. However, supermarkets and grocery delivery businesses (thanks to the...
431 Views
JD.com HK Listing - Early Look - Getting the Ball Rolling
IFR announced overnight that JD.com Inc (ADR) (JD US) has filed confidentially for a secondary listing in Hong Kong. The deal is expected to be...
563 Views
Pinduoduo: Long Thesis Is Getting Less and Less Attractive
Pinduoduo (PDD US) has been a “Wall Street Darling” during the time of the pandemic. PDD’s share price has increased by more than 60% in the last...
417 Views
China Internet Weekly (27Apr2020): BABA, PDD, BIDU, Xiaomi, JOBS, Most Moves Are About Cash
We believe cash balance may not tell the truth, but companies’ moves will. Alibaba (BABA) plans to invest in computing infrastructure – fat...
265 Views
Consumer Discretionary: China - The Only Engine Firing?
Allocations in Consumer Discretionary stocks hit a new all-time high again this month. Analysis of country positioning within the sector shows EM...
411 Views