India’s government considers new subsidies, reduced tariffs to boost local production: The measures will make the country more attractive to manufacturers looking for China alternatives.
Amazon isn’t taking Temu’s attempt to lure its sellers lightly: The retailer is offering China-based merchants incentives to drop Temu listings, an approach that led Anker to pull its products.
China takes baby steps to address its consumption problem: Beijing will expand its trade-in program to include consumer electronics as it avoids committing to comprehensive stimulus measures.
2025 will bring significant change to the retail industry: Several of the main trends dominating retail—genAI, RMNs, and China’s ecommerce disrupters—will look very different this time next year.
China’s struggling economy will continue to frustrate retailers in 2025: We expect retail sales to grow just 3.5% in the absence of stimulus measures to boost consumption and sentiment.