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  • Article / 13 November 2017 at 8:00 GMT

    Morning Markets: Rumoured Tory plot to oust May hits GBP

    Senior Editor / Saxo Bank
    Denmark
    Morning Markets: Rumoured Tory plot to oust May hits GBP
    Sterling has fallen sharply against the dollar amid rumours of a plot to oust British PM Theresa May over her handling of the Brexit process. In equities, the Nikkei 225 has taken another worrying tumble, and the rest of the Asia-Pacific region is forging ahead with a trade deal while the US heads in its own protectionist, isolationist direction. This is a good time for pessimists.
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  • Editor’s Picks / 19 January 2016 at 0:09 GMT

    Alibaba plans rural shopping spree for Lunar New Year

    South China Morning Post
    Alibaba Group, which pioneered the Single's Day November 11 retail event, is poised to make an all-out assault on China's largely untapped rural e-commerce market, with the launch of a five-day Lunar New Year online shopping festival. “The 11.11 shopping festival is designed for netizens, while the Chinese New Year Shopping Festival is created for farmers,” Alibaba executive chairman Jack Ma Yun says. The world’s largest e-commerce services provider has mobilised Cainiao Logistics to bolster its “last-mile” delivery network to support the new festival. More than 500 premium overseas brands — including Uniqlo, Huggies, Estee Lauder and Lancome — will be available for the first time in the countryside.
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  • Editor’s Picks / 30 December 2015 at 5:30 GMT

    How Tmall became a midwife for offshore Chinese M&A

    Nikkei Asian Review
    Taobao, Tmall and other e-commerce sites have created a way for Chinese consumers to buy foreign goods. This sales channel has produced a surge in sales of vitamins, milk powder and other products Chinese buy on trips overseas. This online channel is also driving Chinese M&A activity overseas. Small and medium-sized foreign firms with strong online sales in China are ideal targets for Chinese companies. Being ranked as a top seller on Tmall makes it likely that a Chinese buyer will come calling. South Korean and Australian companies are prime acquisition targets – vitamin supplier Swisse Wellness Group is one example.
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  • Editor’s Picks / 22 December 2015 at 6:56 GMT

    China's e-commerce giants snap up bricks and mortar stores

    South China Morning Post
    China’s acquisition-hungry internet giants have snapped up bricks-and-mortar retailers as they expand their commercial ecosystems. The triumvirate of Baidu, Alibaba and Tencent has made $75 billion of investments in strategic partners since 2013, according to HSBC data, and analysts say China’s internet giants have the cash to keep on going. The internet firms aren’t just gobbling up other online players. Some $47bn has been spent on physical retailers and another $797 million on logistic providers. Analysts say this reflects the broad adoption of an online-to-offline, or “O2O”, strategy. Physical distribution is on Alibaba’s shopping list. JD.com's focus is on partnering with local supermarkets, convenience stores and pharmaceutical chains.
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  • Editor’s Picks / 20 November 2015 at 4:22 GMT

    Online sales stretch Chinese logistics to its limits

    South China Morning Post
    The annual Single's Day shopping event resulted in more than 678 million packages passing through China’s logistics system. China’s logistics system needs to keep pace with the exponential growth in online commerce, otherwise bottlenecks and other systemic shortcomings are likely to become a daily fact of life, according to industry experts. At current growth rates, next year’s Single's Day, the online shopping extravaganza intended to celebrate being single, is likely to result in more than 1 billion packages entering into China’s domestic distribution system. The system was already pushed to its limits this year.
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  • Article / 18 November 2015 at 8:00 GMT

    Morning Markets: Risk sentiment retreats as security threats loom

    Head of Editorial Content / Saxo Bank
    Denmark
    Morning Markets: Risk sentiment retreats as security threats loom
    Risk sentiment has retreated following last night's German bomb scare and reports of gunfire against French police as they hunt for suspects in Friday's terrorist attacks on Paris. Today's calendar is fairly sparse save for a US housing print that could signal the economy's reaction to an interest rate hike in December.
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    4y
    Martin O'Rourke Martin O'Rourke
    The number of people killed in this morning's raid in the Paris suburb of St Denis remains unclear but unconfirmed reports say there were six suspects holed...
  • Editor’s Picks / 17 November 2015 at 22:42 GMT

    China's fix for shoddy online sales to spruce up image

    South China Morning Post
    Beijing will ramp up inspections of goods bought online, seeking to root out low-quality goods that have plagued firms like Alibaba and China's broader image. The State Administration for Industry and Commerce plans to step up random quality checks for goods bought online. The SAIC will consider consumer reports, and push for cooperation from e-commerce platforms. Alibaba, JD.com and others have been called out by regulators for enabling the sale of low-quality goods and counterfeit products. Authorities are also keen to shake off China's reputation as a market plagued by consumer safety scares and IP infringement. An Alibaba spokeswoman said the company welcomed “any regulations that promote the healthy development of e-commerce in China”.
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