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With iPhone sales tied to AI, Apple’s partnership with Alibaba could be the key to staying competitive against Huawei and other rising local brands.

This week, consumers are concerned about tariffs but continue shopping via mobile and on low-price retailers associated with China. Consumers are also less focused on fast delivery and flocking to Google for reviews.

Our expanded retail and ecommerce forecast coverage now includes country-level breakouts for 66 nations around the world. North America, China, and Western Europe continue to drive global outcomes, but a total of 53 countries will have at least $1 billion in ecommerce sales.

Tariffs on Chinese goods could hurt Google, Meta: Chinese retailers Temu and Shein are two of the companies’ top ad spenders.

The wallet has pushed to capture more payment volume from inbound travelers to China and Chinese travelers abroad

After a mini boom in 2020 (5.8% growth), US gamer increases have mostly paralleled national smartphone growth metrics

Calvin Klein owner PVH blacklisted by China in retaliation for US tariffs: The company could be forced to exit the country, depriving it of an important growth market.

Despite having little presence in China, Google faces an antitrust probe amid a rising trade war, suggesting regulatory pressure could be used as a geopolitical bargaining tool.

Shein regains access to India for the first time since 2020: The move comes at the same time that it faces significant challenges in both the US and EU.