The EU proposed a fee on small shipments: The new tax would add to the growing challenges facing Shein and Temu.
Article
| May 21, 2025
Shipments plunged 72% YoY, and Apple and others are scrambling to dodge looming chip tariffs and stabilize shaky supply chains.
Article
| May 20, 2025
Chart
| May 20, 2025
Source: Nielsen
US-UK trade deal eases barriers across key sectors: Our FAQ explains how the pact may benefit exporters and affect economic growth.
Article
| May 19, 2025
China’s economy felt some effects of Trump’s tariffs in April: Weakening retail sales and factory output show the dangers of a drawn-out trade war.
Article
| May 19, 2025
TikTok is ByteDance’s global engine: Despite slowing growth in China, the platform continues to expand monetization and user base worldwide.
Article
| May 16, 2025
Apple’s Fortnite feud, Amazon’s device division cuts, and Apple Music’s new user lure reveal how tech titans are adjusting strategies in a volatile regulatory and consumer landscape.
Article
| May 16, 2025
Alibaba and JD.com embark on ambitious expansions despite challenging conditions: Both are making expensive delivery investments that could worsen China’s price wars.
Article
| May 16, 2025
A 30% YoY surge in US smartphone imports in March reveals how manufacturers—led by Apple—raced to beat looming Trump-era tariffs.
Article
| May 16, 2025
Up to half of their user base faces lockout as Asia-Pacific governments impose child safety laws that may set a global precedent for platform governance
Article
| May 16, 2025
Chart
| May 14, 2025
Source: Sensor Tower
Chart
| May 14, 2025
Source: Sensor Tower
A 90-day pause in tariffs added over $800 billion to the Magnificent Seven’s market cap, revealing just how damaging trade tensions had been for investor confidence.
Article
| May 13, 2025
Inflation waned in April: But early signs of cost increases are emerging.
Article
| May 13, 2025
The Trump administration is stepping back from the brink: After trimming China tariffs to 30% for 90 days, it reduced duties on low-value parcels from China to a still-high 54%.
Article
| May 13, 2025
Poor planning, political posturing, and a shift to inference workloads turned China’s state-backed data center spree into a cautionary tale for US hyperscalers.
Article
| May 13, 2025
On Monday, US and Chinese officials reportedly announced a significant reduction of the recent tariffs that have led to economic uncertainty around the world.
Article
| May 12, 2025
Tariffs are a heavy burden for foreign automakers: Toyota, Nissan, and Mazda are among the companies that stand to be hit hard by punishing US auto duties.
Article
| May 12, 2025
China’s deflation problem reveals flaws in its trade war strategy: Beijing’s bid to offset tariffs with domestic consumption are hampered by consumers’ reluctance to spend.
Article
| May 12, 2025
As on-device AI fizzles, bold hardware is back—Samsung’s sleek, hinge-forward design aims to reset smartphone expectations and premium pricing logic.
Article
| May 9, 2025
India’s commerce landscape is undergoing rapid transformation, fueled by booming ecommerce, rising mobile shopping, and the growing influence of social media.
Report
| May 9, 2025
Luxury brands rethink China approach as downturn drags on: Labels like Versace, Valentino, and Balenciaga are dialing back discounts, telegraphing exclusivity to wealthy shoppers.
Article
| May 9, 2025
Disney’s domestic parks fueled Q2 strength: International results lagged, but a capital-light Abu Dhabi expansion points to future opportunity.
Article
| May 7, 2025
Chart
| May 6, 2025
Source: Ivanti; Ravn Research
The biggest ecommerce disruptors face a reckoning: The closing of the de minimis exemption is forcing Shein, Temu, and TikTok Shop to pivot, but it isn’t clear that shoppers will follow.
Article
| May 2, 2025