Tariffs threaten innovation’s pace: Prolonged trade wars could hike smartphone prices and delay new tech rollouts, making midrange devices a safer, more strategic choice for buyers and brands. Read online
Article
| Apr 11, 2025
UK regulators approve Shein IPO in a victory for China: While it may be too late for the fast-fashion retailer, the move could put the UK in China’s good graces and protect it from the worst of the trade war.
Article
| Apr 11, 2025
TikTok is restructuring its governance and experience team: The move affects marketplace safety within TikTok Shop and may be a response to the platform’s underperformance last year.
Article
| Apr 11, 2025
Meta under fire on multiple fronts: Teen-targeting claims, a high-stakes FTC trial, and Chinese advertiser pullback could reshape the company’s ad model.
Article
| Apr 10, 2025
Facing a steep 145% Chinese import duty, HP, Dell, Lenovo, and Nintendo are pulling back, risking supply gaps to dodge consumer backlash
Article
| Apr 10, 2025
Trump quadruples de minimis duties on Chinese imports as trade war escalates rapidly: The new fees will not only erase Shein’s and Temu’s price advantage, but also hit US businesses hard.
Article
| Apr 10, 2025
Trump’s “Liberation Day” tariffs landed harder than expected. Uncertainty remains, given the pause on reciprocal tariffs for countries willing to negotiate with the US—along with an escalating trade war with China. Which markets will take the greatest hits? And how might our US forecasts change?
Report
| Apr 9, 2025
The retail outlook for 2025 is worse than previously anticipated. However, many smaller emerging markets are still in line for strong years, and ecommerce continues to claw share from traditional retail.
Report
| Apr 8, 2025
China turns to stimulus, charm offensive to blunt Trump’s tariffs: But US duties of 104% could deal a severe blow to an economy struggling with depressed consumer and business confidence.
Article
| Apr 8, 2025
Bringing manufacturing back to the US is easier said than done: Tariff uncertainty makes it hard for companies to take on large-scale projects.
Article
| Apr 8, 2025
With iPhone prices poised to spike, Apple’s supply chain edge offers a short reprieve, but panic buying reveals deeper economic fears taking hold
Article
| Apr 8, 2025
If ad dollars shrink, Meta and others may need to ditch risky side projects and focus on scalable, affordable services to survive the slowdown
Article
| Apr 8, 2025
Chart
| Apr 7, 2025
Source: International Data Corporation (IDC)
China’s retaliation rattles markets, but Big Tech could offset losses by leaning into AI, services, and subscriptions—if consumers still bite.
Article
| Apr 4, 2025
TikTok receives another 75-day extension: As Trump signs a second executive order to keep the app alive, its future remains murky.
Article
| Apr 4, 2025
The end of de minimis is nigh: The rule that fueled the rise of Temu and Shein is set to end on May 2.
Article
| Apr 4, 2025
A nearly $1 trillion loss in a day signals market panic. Apple leads the fall, with ripple effects threatening AI growth, ad revenue, and cloud service pricing.
Article
| Apr 3, 2025
Chart
| Apr 2, 2025
Source: The New York Times; Observatory of Economic Complexity (OEC)
In this report, we explore the world’s top region for retail and ecommerce, Asia-Pacific. Read on for a closer look at the markets in China, India, the Philippines, and more.
Report
| Apr 1, 2025
Estée Lauder downplayed the impact of China’s gray market crackdown on sales, lawsuit alleges: The beauty company is accused of misleading investors about the severity of the headwinds it faced.
Article
| Apr 1, 2025
Chart
| Apr 1, 2025
Source: ĢAV
Chart
| Apr 1, 2025
Source: ĢAV
Chart
| Apr 1, 2025
Source: ĢAV
Chart
| Apr 1, 2025
Source: ĢAV
Chart
| Apr 1, 2025
Source: ĢAV