Strategy: Looking for Inspiration in the Time of COVID-19
We are in the second month of the COVID-19 affected market volatility. Making a call in this environment is challenging, if not unnerving. In a...
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TRACKING TRAFFIC/Chinese Express: Volume Growth Recovers, but Not Pricing / SF Keeps Share Gains
Chinese express parcel volume growth rebounded in March, with overall parcel volume growing by 23.0% YoY, similar to 2019 growth of 25.3%. Overall...
333 Views
Meituan-Dianping: Maybe the Consumer Will 'Snap Back' Soon. But What About the Supply Side?
Meituan Dianping (3690 HK) and Alibaba Group (BABA US)'s ele.me form the nexus of China's fast-growing online food delivery segment, connecting...
303 Views
Major Indexes Testing Resistance
Positive news flow surrounding COVID-19 is encouraging on many fronts. Still, despite encouraging news and the relief rally in global equities,...
320 Views
COVID-19 and ESG: Amazon Behaving Badly
If Amazon were a country, the media would call it a coronavirus "hotspot." Amazon's workers are testing positive for COVID-19 in alarming numbers,...
441 Views