Review
Trip review of Macau: Old charm of the city
This time around, we explored the rustic side of the city. A part of old Macau filled with local sights and experiences, far from the adrenaline rush of the casinos.
Kaventon
Insight
Asia news roundup: May 2024
Topics: China real estate support policies, the dance between Anglo American and BHP, Japan companies stock split bonanza, China and South Korea semiconductor industry support, Lendlease to exit some international businesses
Insight
NexGen Energy: The future of energy is nuclear
Uranium interest has revived after the world emerged from an energy crisis a few years ago. Skyrocketing uranium prices benefit companies like NexGen Energy.
Review
Trip review of Shanghai: Lunar New Year city walk
On the third day of Lunar New Year, we were greeted with elaborately decorated streets to welcome the year of the dragon.
Depth
LVMH: Going big on little luxuries
Luxury companies are expanding their portfolio into fragrance and beauty products, as seen by the creation of entire new divisions and string of acquisitions lately.
Insight
Sea Ltd: Can Shopee regain its footing against TikTok?
The emergence of competitive threat from TikTok has led to incumbents like Sea’s Shopee and GoTo’s Tokopedia reinvesting resources to defend their market share.
Review
Trip review of Singapore: Punching above its weight
Singapore has ample hotel and dining choices but it should come as no surprise that it is one of the more expensive cities in the region for travelers.
Insight
Amer Sports: Arc'teryx underpins its market debut
Amer Sports success in Greater China can be attributed to the rising popularity of Arc’teryx. A similar retail strategy is being implemented for the Salomon brand.
Insight
Sunny Optical: A recovery in smartphone upgrades
For the last few months, there has been renewed optimism that smartphones volume is picking up and we may once again see a return of spec upgrades.
Review
Trip review of Shenzhen: Silicon Valley of the East
Shenzhen has a relatively young history but is fast becoming a melting pot of culture. When we visited Shenzhen from Hong Kong, we found that this is a city that is as vibrant and modern.
Depth
LINE, Yahoo and PayPay: Japan’s SuperApp in the making
With the ambition to create even more value for their users, LYC is looking at ways to bundle services and benefits in a digital ecosystem combining LINE, Yahoo! JAPAN and PayPay.
Insight
China remains in flux for Nike
While Nike may not be facing as much company-specific issues than local competitors like Li Ning and Anta, it can still be quite a challenging journey to execute on margin improvements while balancing market share.