China Auto 2017 - Hangover Time
China's Passenger Vehicle sales is very likely to have an annual decline for the first time in 2017. The 15% y/y growth in 2016 (which saw Chinese...
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Watches 2016 and Beyond: How Will Asia Move from Here?
Asia continues to be a key contributor to the watch market globally, accounting for 46% of the world’s watch sales. However, top watch and luxury...
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XiaoMi Is a Threat to Amazon and Alibaba, Not Samsung
Global sales of XiaoMi’s smartphones are projected to hit 65.6 million units in 2016, a 5% decline over the previous year. The decline contrasted...
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US Policy Focus Shifts to Closing Trade Deficit…
· A year ago, the key issue to understand was that commodity markets were about to tighten and position accordingly – energy and materials have...
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Chinese Express Parcels Growth Is Slowing, and 2017 Estimates for ZTO Need to Come Down
Express parcels demand growth slows in NovemberIn November, Chinese demand for shipping express parcels increased by 44.5% Y/Y. This is actually...
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