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FamilyMart heading to Beijing

DANWEI - Japanese convenience store chain FamilyMart will soon open its first outlets in Beijing. Also this week, the latest episode in the rocky development of a transport hub in Beijing. In the Mai-Mai Index, we look at use of the term “PM2.5” in Chinese news and social media in Q1 2014.

11 April 2014

Alibaba – facing up to the challenge

Alibaba’s proactive response to the growing challenge from JD.com should enable its Taobao Marketplace and Tmall sites to remain the two dominant e-commerce sites in China for the forseeable future.

10 April 2014

Jingdong – Tencent alliance a potential game-changer

Jingdong’s alliance with internet giant Tencent should leave the online retailer in a much stronger position to challenge market leader Alibaba, but its continued reliance on direct sales and distribution will continue to weigh on profits.

10 April 2014

Vipshop – short-term advantages, long-term challenges

The Chinese online discount retailer should continue to outperform in the short term, but risks being squeezed by ambitious larger online retailers in the longer term.

10 April 2014

Dangdang – lagging behind the leaders

The Beijing-headquartered online retailer reported its first quarterly profit for 11 quarters in 4Q13, but continues to lose popularity and market share amid fierce competition.

10 April 2014

Online retail – Alibaba-Jingdong battle heats up

Recent investments and imminent US IPOs should strengthen the competition between China’s two leading e-commerce giants – and their advantages over smaller industry players that are already finding themselves increasingly marginalised.

10 April 2014

Focus Media heading to Hong Kong?

DANWEI - Although we would question its out-of-home advertising business model in the age of smart phones, Focus Media may soon list in Hong Kong. Also this week: 100.com is trying to challenge New Oriental in online education, and more. In the Mai-Mai Index we look at the battle between China’s two leading taxi-hailing apps on social media.

04 April 2014

Consumer spending growth slows sharply

China Confidential’s Discretionary Spending Index in March fell to its lowest level since we launched our monthly consumer survey in April 2011. Consumers were also markedly less optimistic about the overall economy. Nevertheless, inflationary pressure eased, household income growth remained robust, while respondents were slightly more optimistic about the outlook for spending, borrowing and the overall economy in the coming months.

01 April 2014

Tarena IPO: Questions from the Chinese Internet

DANWEI - The Chinese education services company Tarena is set for a Nasdaq IPO. This week we consider online complaints about the company that suggest important lines of enquiry for potential investors. Also this week, new players are set to threaten the big three Chinese telecom operators, and in the Mai-Mai Index we look at Chinese sportswear brands on Weibo.

31 March 2014

Mead Johnson – a surprisingly swift recovery

The top-selling infant milk formula maker in China has bounced back from a series of policy blows in 2013 and looks well-positioned to be a chief beneficiary of China’s relaxation of its one-child policy.

27 March 2014
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