08 May 2024

Equity Strategy - Global e-Commerce:
Chinese Impact is Waning

A 5 minute read
Story of the day:

Chinese e-Commerce companies are facing regulatory risks from the government, such as inspections on forced labour, data privacy violations, and unfair competitive practices, as well as the removal of US’s de-minimis rule.


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What does this mean for your portfolio?

- US regulatory tightening on Chinese players may lower competition in the US market, which will favour local players.

- Post-consolidation of e-Commerce firms in Indonesia, SEA is now seeing a more rational competitive scene.

We like these:

- Stay constructive on the industry’s outlook.
- Other businesses of e-commerce players are showing potential. such as cloud and GenAI, are growing in the US, while Southeast Asia counterparts focus on fintech.

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