Chinese Digital Advertising: Best (And Worst) Plays, in Anticipation of the ByteDance IPO
Based on a bottom-up aggregation of reported revenue, the Chinese digital advertising market has grown at a staggering compound annual rate of more...
408 Views
Pinduoduo: At the Intersection of Two E-Commerce Megatrends
Pinduoduo is at the intersection of two megatrends - fresh foods e-commerce and live-streaming. Fresh foods e-commerce penetration remains...
455 Views
FMCG Is the Next Big Growth Driver & Battleground for China E-Commerce; Big Tech Moves In Force
FMCG E-Comm is China Tech's Next Big Growth Driver & BattlegroundAt a time when overall retail e-commerce in China has already reached 44%...
457 Views
Blue Moon: No. 1 But No Exclusive Advantage, Observation on the Ground
We visited RT-Mart in Shanghai. We noticed that no brand takes an exclusive shelf. We also notice that all brands imitate others’ products. We...
480 Views
China Internet Weekly (6July2020): Chinese Public Companies in Indian App Blacklist
We summarize a list of public companies which own the apps blacklisted by the Indian government. Alibaba (BABA)’s physical store, Freshippo, will...
295 Views