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The Investor's Guide to China: Chinese e-commerce goes global (#34)

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Manage episode 448000156 series 2311322
Kandungan disediakan oleh Fidelity International. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Fidelity International atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Did you know that America's most popular free iPhone app last year and the world's favourite fast fashion brand the year before were both created by Chinese companies? The rise of online shopping platforms like Temu and Shein are evidence that China is no longer just selling goods to the rest of the world, but exporting entire e-commerce business models.

In this episode, Marty Dropkin, Head of Equities, Asia Pacific, is joined by portfolio manager Hyomi Jie and investment analyst Sherry Qin to discuss the origin of Chinese e-commerce platforms and follow their journey across the world.

With additional contributions from investment analyst Elroy Ng.

See omnystudio.com/listener for privacy information.

  continue reading

110 episod

Artwork
iconKongsi
 
Manage episode 448000156 series 2311322
Kandungan disediakan oleh Fidelity International. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Fidelity International atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Did you know that America's most popular free iPhone app last year and the world's favourite fast fashion brand the year before were both created by Chinese companies? The rise of online shopping platforms like Temu and Shein are evidence that China is no longer just selling goods to the rest of the world, but exporting entire e-commerce business models.

In this episode, Marty Dropkin, Head of Equities, Asia Pacific, is joined by portfolio manager Hyomi Jie and investment analyst Sherry Qin to discuss the origin of Chinese e-commerce platforms and follow their journey across the world.

With additional contributions from investment analyst Elroy Ng.

See omnystudio.com/listener for privacy information.

  continue reading

110 episod

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