Fiercely competitive but plagued by shaky logistics, China's e-commerce market differs wildly from the West. Diam Asset Management's Motoshi Nagai gives an inside look at the burgeoning sector.
There are some unique aspects to China's internet landscape which the area an interesting place for investment. Even though Alibaba completed its long-awaited IPO in September last year, investor interest in the Chinese internet stocks has not abated. The country's e-commerce industry is already well developed and, even if not yet comparable to the US, generally speaking people are already quite familiar with e-commerce and are actively engaging with purchasing goods online. Price conscious This is because e-commerce is allowing the country's new consumers to access a huge variety ...
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