Key 2023 Trends & Themes in Asian Express, Containers, Tourism | Plus A Peak Into 2024
In this insight we look at the important trends and themes we've covered this year in the express, containers, and tourism sectors. We also...
776 Views
Could US Lawmakers Actually Stop SHEIN's US IPO? No, But They Sure Could Make Things Difficult
US lawmakers are making noise about "blocking" SHEIN's expected US IPO. Though they do not have a formal role in the IPO process, lawmakers could...
586 Views
[Blue Lotus Daily - TMT Update]:700 HK/BABA/Temu/Shein/PDD/CPNG/SE/AMZN/MELI/JD/1024 HK/2618 HK
Cainiao launches charter flight route to Mexico; Tencent gaming studio announces 4 new games; Alibaba plans to launch LLM AI-powered 1688 in South...
282 Views
Beyond ASP Declines, Additional Dynamic Undermines Yunda | We Explain Roles of STO, BABA, CaiNiao
A loss of volume share to rival STO is adding to existing margin pressure at Yunda related to declining prices. This new dynamic could be related...
428 Views
SHEIN Versus Amazon: Our Online Shopping Adventure In Pursuit Of Ultra-Cheap Holiday Deals
We wanted to see what all the fuss is about, so we tried ordering identical holiday items from Amazon and upstart Chinese direct-to-consumer...
708 Views