Rumors of weak 618 sales and high keep-it-refunds ratios were unfounded. While long term consumption in China does have challenges, near term pessimism has created buying opportunities.
What is covered in the Full Insight:
Introduction to China's E-Commerce Trends
Government Stimulus and Employment Data
Impact of Real Estate Market on Consumption
E-commerce Performance and Data Insights
Investment Opportunities and Valuations
SUMMARY
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