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24 September 2021
18:15 hour

It's getting a lot harder for global brands to win in China

CNN Money Top Stories

08/02/2021 - 22:45

Changing tastes and the challenge from new Chinese rivals are forcing US and European companies including Apple and Starbucks to adopt new strategies to succeed in the world's second biggest economy.


READ THE FULL ARTICLE ON CNN MONEY TOP STORIES

Related headlines:

  1. With luxury brands in Europe now crashing, how long until China comes after Apple and Nike? (19/08/2021 - Reddit Stocks)
    Apple and Nike have enjoyed cheap labour in China for decades Recently CCP ordered DIDI to increase wages, its only a matter of time before western companies are forced to do the same With China cracking down on its own tech companies with regulations, its only a matter of time before it spills to western companies with exposure to China In Q4 2020, China sales made up 20% of Apple's revenue China is taking down global markets, starting with its own, already down 50%   submitted by   /u/uoftsucks1993 [link]   [comments]
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  2. China urges banks, Alipay to crack down harder on cryptocurrencies (21/06/2021 - Investing.com)

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  3. IPO March 10 ticker: JWEL company Jowell Global Offering @ $7.00 a share (07/03/2021 - Reddit Stocks)
    Jowell Global, which operates an e-commerce platform for cosmetics and health products in China, filed on Monday with the SEC to raise up to $26 million in an initial public offering Jowell Global is one of the leading cosmetics, health and nutritional supplements and household products e-commerce platforms in China. Offering @ $7.00 Still need to do a lot of research on this one. It looks good but I’ve seen some china IPO’s run up and then nose dive on fire into a dumpster. Good luck   submitted by   /u/Sasquatch-G [link]   [comments]
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  4. Global markets: Asian stocks stumble as weak China data fan global growth worries (15/09/2021 - Financial Express)
    A burst of data out of China showed businesses were grappling with the impact of localised lockdowns following sporadic COVID-19 outbreaks, supply bottlenecks and high raw materials costs.
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  5. Market Extra: Here’s why the global reflation trade can survive China’s credit slowdown (30/04/2021 - Market Watch)
    Could a tightening of China's lending spigots put an end to the global reflation trade this year?
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  6. : Amazon and Apple are the most valuable brands in the world — but these Chinese companies are catching up (21/06/2021 - Market Watch)
    These are the top 100 most valuable global brands for 2021, according to a company that analyzes brand equity
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  7. 64% of global shoppers prefer to shop with brands that have both an online and offline presence: Report (07/07/2021 - Financial Express)
    86% of Indian shoppers are less prepared to put up with mediocre or even ‘satisfactory’ shopping experiences and demand excellence from brands and retailers
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  8. When the world shut down, the Internet remained open: Sandeep Bhushan, director, Global Marketing Solutions, Facebook India (05/05/2021 - Financial Express)
    From auto brands to smartphone brands, all have had to rely on virtual formats and experiences to drive new product launches.
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  9. Is AAPL in an endless rally? (27/08/2021 - Reddit Stocks)
    I'm in Australia and wanted to buy a MacPro and it's now AUD11-12k (USD7.5k) once I get apple support and the few basics you need to really have it work. So I am switching brands for the first time in nearly 20 years. Inflation is messing with Moores law. Now even their phones are borderline for me. I reluctantly bought a 12 but I nearly didn't. I never even considered a brand switch. How many people are thinking of making the switch in their customer base is what I'm wondering? Smartphone sales growth has flatlined globally I saw the other day and people are holding devices longer. In the last 18 months it has become harder to buy from them. It's harder to go to their store, lot's of impediments like their book an appointment to buy something fiasco. Repeat lockdowns with each new viral variant make it difficult to book. Wait a week or two. Online delays in shipping etc. Stock availability issues. Then there's the risk of dependence on China manufacturing and the Taiwan risk for chips if China starts thinking the US won't hold the line there after the charlie foxtrot in Afghanistan. It all just feels quite dangerous for Apple for the first time. They have the best products and brand so buying pullbacks would normally be smart. This last point is what made me post. Scanning peoples personal photos and auto reporting to police anything suspicious seems dystopian. Who wants to get a please explain from law enforcement because of a bath-time photo of the kids. So that kind of kills iCloud for us. Crosses the privacy line. For how many others I wonder? Even just the thought of an AI scanning my content. What evolves next from that? It's the final straw that makes me leave the Apple family so maybe lots of other customers? I'm curious what people think given all these issues?   submitted by   /u/aus-marc [link]   [comments]
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  10. Tesla comes under growing China pressure after customer complaint (26/04/2021 - Reddit Stocks)
    The singling-out of Tesla in China, which accounts for 30% of the U.S. firm's global sales and where it makes cars at its own factory in Shanghai, comes amid ongoing U.S.-China tensions and as other foreign firms have encountered backlash. ​ https://news.yahoo.com/tesla-comes-under-growing-china-163458554.html   submitted by   /u/Hard_working247 [link]   [comments]
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  11. $TSM, why is China always the bear case? China potentially "dropping the hammer on Taiwan" is a bear case for most of the market (14/08/2021 - Reddit Stocks)
    Disclosure: I am a $TSM shareholder. It's my favorite chip stock. One bear case I always read for $TSM is the political tensions with China... I get that. But if China goes after Taiwan, let me tell you something... The market in general is going to drop. I do fear China. But there's literally so many stocks that would drop if China "drops the hammer" on Taiwan. That would be a major global event but it's not going to make me stop investing in great companies. If investors really believe in this bear case, they should buy a lot of $LMT.   submitted by   /u/Take_Notice_Walk [link]   [comments]
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  12. China pressures more brands on Xinjiang controversy (29/03/2021 - Seeking Alpha)

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  13. Tim Hortons China SPAC deal is seen as a positive for Restaurant Brands (16/08/2021 - Seeking Alpha)

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  14. It will only get harder for foreign investors to do their DD; "China to cleanse online content that badmouths its economy." (30/08/2021 - Reddit Stocks)
    https://www.bloomberg.com/news/articles/2021-08-28/china-to-cleanse-online-content-that-bad-mouths-its-economy And in some kind of ironic twist, the mods over at wallstreetbets removed this post on this topic, even though CCP curbing the flow of economic data will directly impact foreign investors' ability to do DD on lots of big name holdings.   submitted by   /u/RomulusAugustus753 [link]   [comments]
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  15. Chinese Tech ETF (05/04/2021 - Reddit Stocks)
    Anyone have advice on a good US-traded Chinese technology ETF that buys their fund on a Chinese exchange? I sold my Nasdaq-listed JD and BABA and just want a fund that carries China tech out of Hong Kong where I don’t have to worry about delisting or return discounts. The best I could find are WisdomTree’s China ex-State Owned (CXSE) and iShares China Large cap (FXI). Neither are perfect but they may have to do. Global X’s China IT ETF doesn’t carry Tencent/BABA and most of the other ETFs buy US listings.   submitted by   /u/Investing8675309 [link]   [comments]
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  16. Amazon, Apple, Google among world’s most valuable brands: Kantar Study (21/06/2021 - Financial Express)
    US brands account for 56 of the Top 100 brands
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  17. GM posts 5.2% gain in China vehicle sales in Q2, driven by luxury brands (06/07/2021 - Seeking Alpha)

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  18. China is sounding the alarm about a global market bubble (03/03/2021 - Reddit Stocks)
    Hong Kong (CNN Business) One of China's most powerful financial officials is sounding the alarm over a bubble in global markets. Guo Shuqing, the Communist Party boss at the People's Bank of China, told reporters in Beijing on Tuesday that confidence in Chinese markets could be hit by volatility around the world."We are really afraid the bubble for foreign financial assets will burst someday," said Guo, who is also chairman of China's Banking and Insurance Regulatory CommissionGuo's warning follows concerns expressed elsewhere that bubble-like behavior is spreading through financial markets. Wall Street banks have been fielding questions from clients about whether the runaway equity boom will be followed by a crash resembling the bursting of the dot-com bubble burst 21 years ago. Full article   submitted by   /u/Molboules [link]   [comments]
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  19. Dine Brands Global names new CFO (12/05/2021 - Seeking Alpha)

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  20. FAT Brands buys Global Franchise Group for $442.5M (28/06/2021 - Seeking Alpha)

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  21. It's happening. What's the consequences to the market if CCP decides to adopt full isolationist policy? (02/09/2021 - Reddit Stocks)
    If you know, you know. CCP has been taking actions for a while, step-by-step that it does not allow its citizens to leave country anymore. After global pandemic situations gets a little better now with the aid of vaccination, CCP does not even allow issuing passport visa for its people to leave country. Example is, foreign students are restricted to fly to United States to resume their education. What they are trying to adopt is, keeping all the people, money and resources within the border of country, with minimal help from foreign countries. Wealthy people from China are doing whatever it takes to bring money to oversea, but it's within stricter control and closer monitoring of CCP than ever. The idea of communism is to remove the inequality of free market and the gap between rich and poor. It's unfair to the wealthier ones that are willing to put in effort to make a better life but it is what it is. With the global food shortage we eventually have to face, I have heard rumor of China stacking food within its own country as it refuses to rely on global trade with countries that are not their allies. With all that said, I am not sure how it may affect the US market or global market. What's your view on that? If you own China mid- and small-cap, should you be worried? If its happening, what's the consequence of it?   submitted by   /u/csklmf [link]   [comments]
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  22. Dine Brands Global Q4 2020 Earnings Preview (01/03/2021 - Seeking Alpha)

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  23. Dine Brands Global Q1 2021 Earnings Preview (04/05/2021 - Seeking Alpha)

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  24. Dine Brands Global EPS misses by $0.27, beats on revenue (02/03/2021 - Seeking Alpha)

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  25. Dine Brands Global Q2 2021 Earnings Preview (04/08/2021 - Seeking Alpha)

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  26. Faster global growth driven primarily by US, China and India: World Bank president (08/04/2021 - Financial Express)
    There is now a faster global growth driven primarily by the US, China and India, World Bank president David Malpass has said even as he expressed concern over growing inequality due to the COVID-19 pandemic.
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  27. Is now the time to invest in Chinese EV stocks? (NIO, XPEV, BYDDY, LI) (28/02/2021 - Reddit Stocks)
    Chinese stocks, especially those in the EV sector have been selling off recently. The general consensus for the EV sell-off is of the global chip shortage causing EVs to pause production. However I came across this recent article that says China is stockpiling chips and machines to make them to combat potential US sanctions and be self-reliant. The logic follows that China should weather the chip shortage better than other countries, and that would mean their EV companies should see no slowdown. Given the recent sell-off and China's resilience to the global chip shortage, now could be a great time to invest in Chinese EV companies. I don't have a case of any one company over the other, so investing in all of them or an ETF should be fine. Positions: a few shares of TSLA, NIO, XPEV, and BYDDY   submitted by   /u/Yumewomiteru [link]   [comments]
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  28. Nitin Gadkari: Opportunity for Indian MSMEs as countries look to diversify their supply out of China (15/04/2021 - Financial Express)
    Ease of Doing Business for MSMEs: "With global supply chain undergoing significant restructuring and companies looking to diversify their supply out of china, our MSMEs have a great opportunity of being integrated into these global supply chains," said Nitin Gadkari.
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  29. Apex Global Brands to be acquired by Galaxy Universal in all-cash deal (16/02/2021 - Seeking Alpha)

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  30. NATO leaders declare China a global security challenge (15/06/2021 - Financial Express)
    In a summit statement, the leaders said that China's goals and ''assertive behavior present systemic challenges to the rules-based international order and to areas relevant to alliance security.''
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  31. The Wall Street Journal: Alibaba and Tencent consider opening up their ‘walled gardens’ (14/07/2021 - Market Watch)
    Alibaba Group Holding Ltd. and Tencent Holdings Ltd. are considering moves to gradually open up their services to one another, as Beijing’s tech crackdown makes it harder for China’s two online giants to maintain the virtual barriers they have built in recent years.
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  32. Sequential Brands leads consumer gainers; Eros STX Global and AppHarvest among losers (20/04/2021 - Seeking Alpha)

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  33. China trade surges as global demand recovers from pandemic (07/05/2021 - Financial Express)
    Exporters have benefited from the relatively early reopening of China's economy and demand for Chinese-produced masks and other medical supplies while some governments are re-imposing anti-virus curbs that limit business and trade.
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  34. US companies with investments in China may do worst than foreign companies invested in China (27/07/2021 - Reddit Stocks)
    The negative sentiment from China has increased substantially. China seems to be looking back to their days as a closed off society. This is the risk of investing in Communism coming to fruition. If there exist an opportunity, I would look into foreign investors not from the US whom are invested in China or scaling growth in China such as Inmode INMD.   submitted by   /u/Mobworld_Wallstreet [link]   [comments]
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  35. FAT Brands inks deal for global music and customer experience AI-driven insights services (31/03/2021 - Seeking Alpha)

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  36. NATO’s tough line on China: Regional alliance going global? (24/06/2021 - Financial Express)
    In a bid to adapt itself and stay relevant with the changing nature of global security challenges, NATO agreed on an ambitious transatlantic agenda for the future called 'NATO 2030'.
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  37. Philippines’ brewing power struggle with China: Need for enhanced India-Philippines naval cooperation (09/08/2021 - Financial Express)
    Out of the 80 percent of the international trade transported via sea-routes, South China Sea is the thoroughfare for 20 percent to 35 percent of global trade.
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  38. Former Myntra CEO Ananth Narayanan’s Mensa Brands raises $50 mn in funding (01/06/2021 - Financial Express)
    The firm also secured debt financing from Alteria Capital and Innoven Capital, it said in a statement on Monday. The company aims to bring a cluster of brands under its aegis and plans to partner and invest in digital-first brands.
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  39. China easing birth limits further to cope with ageing society (31/05/2021 - Financial Express)
    china, communist party, china population, china birth rate, world news
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  40. World Health Day: Global and Indian public health outcomes hinge on our fight against antimicrobial resistance (07/04/2021 - Financial Express)
    As India and China manufacture 80%-90% of the global antibiotics and Active Pharmaceutical Ingredients (APIs), these observations are a timely concern becoming extremely critical in the Indian context.
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  41. : Will China’s new digital yuan threaten King Dollar’s reign? (06/04/2021 - Market Watch)
    China is the first major economy to issue a blockchain-enabled, digital version of its currency, the yuan, and this development has some in Washington worried that the U.S. dollar's status as the global reserve currency is under threat.
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  42. Global indices jumps on China's GDP data (16/04/2021 - Seeking Alpha)

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  43. Global stocks are now worth $111 trillion, a fresh all time high. (12/04/2021 - Reddit Stocks)
    Global stocks are now worth $111 trillion, a fresh all time high. Global stocks have gained $1.5tn this week and hit fresh ATH. Global stocks now worth $111tn, highest value in history. Last week's gains sound rather bullish from a technical perspective. US and International stocks perform well (with the exception of China) while both growth and value sectors led gains. US small caps lagged, however. https://www.flowbank.com/hubfs/new%20ATH%20111%20trillion.png   submitted by   /u/gorillaz0e [link]   [comments]
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  44. IPO for Didi Global, known as ‘Uber of China,’ said to price at or above top of range (29/06/2021 - Seeking Alpha)

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  45. China's crackdown weigh on global stock markets (26/07/2021 - Seeking Alpha)

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  46. DiDi Global says app takedown in China may hurt revenue (04/07/2021 - Seeking Alpha)

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  47. Another day, another attack on Chinese tech (tencent) (07/08/2021 - Reddit Stocks)
    https://www.reuters.com/technology/beijing-prosecutors-file-lawsuit-against-tencent-over-wechats-youth-mode-2021-08-06/ While Wechat is a tiny percent of Tencents overall revenue (most comes from gaming and financial services) it just adds to the daily onslaught against the tech sector coming from China. Just last week tencent was forced to add restrictions to the hours children can play it's games. It's quite possible that this is all good for China - who is really happy with Amazon or Facebook's dominance in the west? But at some point the constant attacks must hurt growth. It's notable that Tencents change last week was prompted by fear of government intervention after a critical media piece - so companies are already suffering a chilling effect trying to preempt intervention. I'm not invested in Tencent but as a BABA and BIDU long investor it's getting harder to justify not investing elsewhere. Is BABA really going to outperform MELI? It's not hard to find growth chances in the market, in countries more politically stable. Would be interested in what others currently invested in China think?   submitted by   /u/Fappythedog [link]   [comments]
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  48. Futures Movers: Oil prices plunge as China steps up efforts to contain delta variant outbreak (09/08/2021 - Market Watch)
    Oil futures trade sharply lower, extending last week's tumble as China took additional steps to limit the spread of the delta variant of the coronavirus that causes COVID-19, underlining fears about global crude demand.
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  49. Didi app suspended in China over data protection (04/07/2021 - Reddit Stocks)
    BEIJING, July 4 (Reuters) - China's cyberspace administration said on Sunday that it had ordered smartphone app stores to stop offering the ride-hailing firm Didi Global Inc's (DIDI.N) app after finding that Didi had illegally collected users' personal data. The Cyberspace Administration of China (CAC) said on its social media feed that it had ordered Didi to make changes to comply with Chinese data protection rules. It did not specify the nature of Didi's violation. Didi responded by saying it had stopped registering new users and would remove its app from app stores. It said it would make changes to comply with rules and protect users' rights. https://www.reuters.com/world/china/china-cyberspace-agency-says-didi-illegally-collects-user-data-2021-07-04/   submitted by   /u/stickman07738 [link]   [comments]
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