Consumption Diary: Retail Trends - Online Seeks Offline to Spur Growth; Plus Picks @Smartkarma
Highlights of this week's consumption diary: Retail trends in Grocery: Click n Mortar gaining ground. Recent reports of Amazon acquiring control...
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Alibaba's India Game Plan - More than Meets the Eye; Investor Day Analysis (Part II)
Alibaba Group Holding (BABA US)'s unsaid India game plan - Actions speak louder than words. We put together Alibaba Group Holding (BABA US)'s...
618 Views
Last Week in GER Research: Meituan, IPO Trading Strategy, Shandong Gold, Maoyan and Viomi
Below is a recap of the key IPO research produced by the Global Equity Research team. This week we highlight that Meituan is closer to fair value...
327 Views
Walmart Launches E-Commerce with Rakuten: The Last Chance to Make It in Japan?
Walmart (WMT US) has worked hard to bring its Japanese subsidiary, Seiyu, around since buying the ailing GMS retailer 16 years ago. While it has...
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Last Week in GER Research: Meituan, Nio, Haidilao, Shandong Gold, China Renais., X Financial and PDD
Below is a recap of the key IPO research produced by the Global Equity Research team. This week we dig into the economics of Mobike as it relates...
357 Views