EM Outperforming; Favor EM over EAFE
China (MSCI China, Shenzhen A Share) offers a plethora of attractive setups and is a major focus in today’s report. Taiwan (TAIEX) is another focus...
309 Views
Alibaba's Logistics Arm CaiNiao Expands Its Role, Sidelining Express Companies in the Process
After closely tracking the growth of Alibaba's domestic retail platform and Chinese express deliveries, CaiNiao Network's revenue growth in the...
368 Views
TRACKING TRAFFIC/Chinese Express: January Mostly Weaker YoY, but SF Holding Posts Stellar Results
Chinese express parcel volume declined by 16.4% YoY in January, mainly due to the timing of the long Lunar New Year (LNY) holiday, which began on...
385 Views
TRACKING TRAFFIC/Chinese Express: December & Q4 Numbers Confirm Sharp Shift in Express Market Share
Headline express parcel delivery volume increased by 24.3% YoY in December, and average pricing increased by 1.9% YoY. In the main inter-city...
317 Views
SF Holding Rapidly Gaining Share in China's Domestic Express Market
Leading Chinese express parcels player S.F. Holding (002352 CH) has increased its share of China's domestic express parcels market since launching...
303 Views