Research

• BABA: Potential Revival of Cloud Spinoff?

  July 31, 2025  —  Jin Yoon
• NBS: Deceleration in Jun Partly due to Pull Forward Demand in May

  July 14, 2025  —  Jin Yoon
• Alibaba’s RMB50bn Subsidy for Food Delivery and Online Retail: Our Take

  July 2, 2025  —  Jin Yoon
• Asian Internet Industry Speaker Series: Instant Retail in China

  June 18, 2025  —  Jin Yoon
• Industry Insights: Early Readthroughs to 618 Across Platforms

  June 16, 2025  —  Jin Yoon

Events