bearish
[Blue Lotus Japanese E-Commerce Sector Update]: Facing the Competition from Chinese ECommerce STAT
255 Views25 Jul 2023 17:51
We anticipate that the major swing factor of global e-commerce platform is the global expansion of Chinese e-commerce companies, including Shein, Temu, AliExpress, and TikTok Shop (or ‘STAT’).
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Blue Lotus Research Institute
China growth and global non-US Internet equities
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