Deep Dive | June 17, 2019 Premium Belt and Road Initiative: Latest Developments and Emerging OpportunitiesThe BRI is an ambitious initiative to transform the trade landscape from China to Europe via Asia and Africa. We see progress in terms of policy coordination, facility connectivity, trade and financial integration. However, there are also political and financial concerns. Read More
Insight Report | June 12, 2019 Premium China’s Midyear 6.18 Shopping Festival: E-Commerce Platforms Report a Strong StartIn this year’s 6.18 shopping festival, e-commerce platforms such as JD.com and Tmall rolled out various initiatives to engage customers, such as collaborating with popular social media platforms and developing tailor-made products. Read More
Insight Report | June 11, 2019 Premium Insights from China: Aldi Opens First Stores in ChinaOn June 7, Aldi opened its first stores in China with two locations in Shanghai. China’s grocery market is growing, though global grocery retailers who have tried to tap this market have met with mixed success. Read More
Insight Report | May 30, 2019 Premium Insights from China: Extended Labor Day Holiday and Rising Consumer SpendingThis week, we look at the Labor Day holiday in China, a four-day break from May 1-4, and growing consumer spending during the holiday. Read More
Insight Report | May 23, 2019 Premium Insights from China: China’s Economic Growth SlowsThis week, we look at China’s slowing economic growth. Read More
Insight Report | May 16, 2019 Premium Insights from China: China’s Nasdaq-Style Tech Board and Its Implications for BusinessesChina’s new tech board with its relaxed IPO rules will likely draw more domestic tech startups to go public at home. The move is part of China’s effort to develop its tech sector and boost economic growth in general. Read More
Insight Report | May 9, 2019 Premium Insights from China: The Second Belt and Road ForumAt the second Belt and Road Forum, China’s president Xi sought to emphasize the country’s desire to open to the outside world, and listed outcomes of the Belt and Road Initiative. Read More
Flash Report | May 7, 2019 Register for Free Access President Trump Threatens Additional Tariffs on Chinese Imports Ahead of Crucial Trade TalksThe latest development of increasing tariffs for Chinese goods adds uncertainty to US-China trade negotiations, although it appears to be a negotiating tactic: Turning up the heat on China immediately before crucial talks. Read More
Insight Report | May 2, 2019 Premium Insights from China: Generation Z Buys Now, Pays Later – and Expects Fast Delivery of Online OrdersGen Zers in China are digitally native, rather impatient and open to taking on debt to pay the things they want. Read More
Insight Report | April 25, 2019 Premium Insights from China: The Childhood Obesity Problem and Its Implications for the Fashion Industry in ChinaIncreasing number of children aged 7-18 years are overweight or obese in China. This represents an opportunity for children’s plus-size clothing in China Read More
Insight Report | April 17, 2019 Premium Insights from China: The Boao Forum for Asia and China’s Advocacy for an Open EconomyIn our weekly series Insights from China, we examine issues that affect international brands and retailers in China. We cover areas such as policy, consumer behavior, consumer sentiment, government regulations and the competitive landscape — as they affect the business operations and future outlook. Read More
Deep Dive | April 11, 2019 Premium The Greater Bay Area, or “China’s Silicon Valley”: What is It, How Will It Develop and How Can Businesses Benefit?The Greater Bay Area could be China’s answer to Silicon Valley. On February 18, 2019, the Central Committee of the Communist Party of China and the State Council of the People’s Republic of China released a development plan for the Greater Bay Area. Read More
Insight Report | April 9, 2019 Premium New Retail Briefing #7: Ele.me Brings Fresh Produce to Customers; Fliggy Allows Tourists to Buy Before They Fly; Shiseido and Alibaba Sign Joint Business PlanAlibaba’s food-delivery platform Ele.me will help vendors in traditional “wet markets” to sell fresh produce to online shoppers. Read More
Company Earnings Update | April 5, 2019 Register for Free Access Seven & i Holdings (TSE: 3382) FY19 Results: Recovering at Home, Income Grows in Overseas Convenience StoresSeven & i reported a 14.6% increase in net sales and a 5.1% increase in operating income for FY19. 7-Eleven North America grew net sales by 29.4%, with a 49.3% increase in gasoline sales and a 13.0% increase in merchandise sales. Read More
Insight Report | April 3, 2019 Premium Insights from China: Italy to Become the First G7 Country to Join China’s Belt and Road InitiativeOn March 23, 2019, Italy and China signed a memorandum of understanding to cooperate on Beijing’s Belt and Road Initiative. Italy has become the first member of the G7 major advanced economies to sign up to this initiative. Read More