Pinduoduo, Inc: Rotation Continues
Ownership levels in Pinduoduo Inc, among active Asia Ex-Japan equity funds hit record highs as funds continue to add exposure.
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Temu Versus Dollar Tree: More Online & Offline Adventures in Pursuit of Ultra-Cheap Stuff
In this insight, we introduce readers to the US "dollar" store concept, then compare our experiences shopping for cheap stuff at Dollar Tree and...
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GEMWeekly (5 Jul 2024): EU Tariffs on Chinese Online Goods; China Macro; Samsung, Reliance, PDD
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
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SHEIN/Temu/AliExpress: As US Mulls Reforming "De Minimis" Rules, EU Could Take Similar Action
It appears the EU has joined the US in preparing reforms to the "de minimis" rules that aid SHEIN and its peers by keeping direct-to-consumer...
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Asia Ex-Japan Funds: Extremes in Positioning & Momentum
Pinduoduo Inc and UltraTech Cement make gains, Sunny Optical sees ownership drift south, New Oriental Education moves off the lows.
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