Insights With Topics: New Economy


Recent market rallies, despite COVID-19, are neither “ill informed” nor “complacent” Markets are looking past the viral outbreak Stocks will likely return to being driven by whatever the trends were before the outbreak Developed markets are at the tail end of bull moves – they could edge a bit higher but the risks are on the downside, and that's got nothing to do with COVID-19 either Chinese equities could ironically outperform developed market stocks this year


Feb 24, 2020


Alibaba-backed DingTalk is the most downloaded free app in mainland China’s iOS App Store, followed by Tencent Conference. WeChat Work, which is also from Tencent, ranks No. 4 as of 19th February. This is also the very first time that business-categorized app won first place in iOS App Store. Their new-found popularity offers China’s twin internet giants a chance to stake out an unclaimed multibillion-dollar arena. Originally designed for China’s white-collar workers, these office apps adapted to the virus outbreak by offering the service to help educate primary and middle school teenagers. DingTalk rolled out a slew of new features for classroom settings, including live-streaming lessons that can have as many as 302 participants and an online testing and grading system. At least 50 million students from elementary to high school across 300 cities in mainland China had signed up for DingTalk’s online teaching programs conducted in tandem with local education authorities as of 10th February. China’s online education has been booming in recent years, with revenue estimated to have reached around $36 billion in 2018, and is expected to more than double in 2022, according to iResearch. The coronavirus will end someday, but it is just the starting point for China’s Digitalization to go viral across various fields.


Feb 20, 2020


What’s happening in 60 seconds on China Internet? Actually, more than you can imagine! Here are just some of the most impressive nuggets on what has happened in China’s digital online world in just 60 seconds: 42m voice messages sent though messaging app WeChat, 8.3m videos watched on video-sharing social platform TikTok, 8k orders made on e-commerce platform Pinduoduo, RMB 8.6m transacted on e-commerce platform Tmall, RMB 15m paid through digital payment app Alipay, 56k drivers picking up passengers through ride hailing app DIDI, etc.


Feb 17, 2020


On account of an atypical, tech-enabled start of the Year of the Rat, what are people doing during this very unusual Chinese New Year holiday period? While the roads are empty and quiet, we see extremely busy traffic online from social gathering and entertainment to post-holiday work arrangements all thanks to technology - which enabled an unconventional time of family reunion, and possibly fast-tracked development of enterprise digital transformation in the way.


Feb 3, 2020


With the current risk-on sentiment, it is reasonable for investors to look for growth area in the market. Yet, which sectors in China A-shares offer higher growth in 2020 based on the consensus forecast from the sell-side analyst? It would be essential to know beforehand for investors in allocating their assets in China market. That said, does it mean that anything outside the growth segments is not worth investing? Since China has been emphasizing on quality instead of quantity under the structural change of the economy, is it probable that there could be some hidden gems in the stable or slow-growth industries? We will try to answer these questions in this article.


Jan 15, 2020


We review the history of Chinese consumption over the last 30-40 years and explain why we believe the Chinese consumer holds the key to global economic growth, not just in China but in every country connected to international markets.


Nov 11, 2019


Whatever happens over coming weeks and even months in the US-China trade war, Donald Trump has irreparably broken the global trade architecture. And with it, he has also forced a realignment of the global supply chain that will likely see ASEAN emerge as a new manufacturing centre.


Jun 27, 2019

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