The Investor's Guide to China: Chinese e-commerce goes global (#34)
Update: 2024-11-01
Description
Did you know that America's most popular free iPhone app last year and the world's favourite fast fashion brand the year before were both created by Chinese companies? The rise of online shopping platforms like Temu and Shein are evidence that China is no longer just selling goods to the rest of the world, but exporting entire e-commerce business models.
In this episode, Marty Dropkin, Head of Equities, Asia Pacific, is joined by portfolio manager Hyomi Jie and investment analyst Sherry Qin to discuss the origin of Chinese e-commerce platforms and follow their journey across the world.
With additional contributions from investment analyst Elroy Ng.
See omnystudio.com/listener for privacy information.
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