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Amazon China – a gruelling marathon

The world’s largest online retailer is belatedly attempting to regain some of its lost market share in China, but may have given itself too much catching up to do with fleet-footed local rivals.

07 March 2013

Dangdang – Weak outlook despite margin improvement

Despite increasing product diversification and margin improvement, the US-listed online retailer's earnings visibility remains weak in an increasingly competitive market.

07 March 2013

Suning – a positive but painful transition

Suning’s transition from a bricks-and-mortar home-appliance retailer to a multi-platform seller of a wide variety of consumer goods appears to be a positive long-term move, but earnings are likely to remain under pressure in the short to medium term.

07 March 2013

Online retail – structural shift

The fundamentals supporting continued strong growth of online retail in China remain strong, but structural shifts and intense competition have raised costs for both existing and new market participants alike.

07 March 2013

Postal levy plans threaten e-commerce growth

Controversial plans to levy a tax on express delivery companies could have a negative impact on China’s fast-growing logistics and online retail sectors

10 January 2013

Lifestyle: Dianping – China’s urban directory

Consumer review and group-buy website Dianping has built up a strong user base and attracted several rounds of investment ahead of a possible future IPO.

15 November 2012

Lifestyle: Jiayuan – the white-collar matchmaker

Online dating site Jiayuan has begun to turn a profit, but faces growing competition and soaring marketing costs due to weak user stickiness.

15 November 2012

The rise of convenience China

An estimated 50m core white-collar workers are at the vanguard of modern Chinese consumerism, driving the rise of a retail and service universe that emphasises convenience above all else.

15 November 2012

Shopping: SF Express – delivery firm riding the e-commerce boom

Having benefited from the rise of e-commerce over the past decade, China’s largest express-delivery firm has now launched its own online shopping site.

15 November 2012

Shopping: Yihaodian – groceries at the click of a mouse

Extensive product selection and efficient same-day deliveries have driven strong customer loyalty for the specialist online grocery retailer, in which Walmart owns a controlling stake.

15 November 2012

RENMINBI COMPASS

Renminbi Compass, a new research service launched by the FT, aims to act as a navigational guide through the expanding universe of renminbi asset classes. With the Chinese currency gaining ever-wider acceptance around the world and Beijing taking steps to open its capital account, we are broadening our research coverage to include not only equity funds but also all other important renminbi asset classes, such as chengtou bonds, dim sum bonds, real estate, trust products, underground banking, art, antiques and several others.