2020-11-11
Why China is beating US and Europe in the COVID-19 recovery race
This article will explain why China is beating US and Europe in the COVID-19 recovery race and show some datapoints from the recovery in China
Nyhetsbrev
2020-11-09
Singles Day' (11/11) Miniseries – Part 1 of 3: Introduction to Singles' Day
The first part of the Singles' Day Miniseries will give you an introduction to Singles' Day - The world's largest online shopping festival. We will also present some key data from Singles' Day 2019 as well what to expect for Singles' Day 2020
2020-11-06
Nordic Asia on the postponement of Ant Group’s IPO
Nordic Asia’s views on the new capital requirements for micro loan companies in China, how it impacts Ant Group, and why it led to a postponement of Ant Group’s IPO
2020-11-03
Nordic Asia Portfolio Insights: Contemporary Amperex Technology (CATL)
CATL – Leading Chinese New Energy Vehicle battery manufacturer with global market reach
2020-11-02
Ant Group's pending IPO is expected to become the biggest IPO of all time
Ant Group's pending IPO is expected to raise USD 34.5 billion to become the biggest IPO of all time
2020-10-29
China's shift to a Consumption Driven Economy: The formation of a large urban Middle Class
This post investigates the drivers for the formation of a large urban Middle Class in China and how it will increase consumption as a % of GDP from 39% today to 50% in 2030
2020-10-28
Nordic Asia Portfolio Insights: JD.com
This article will give you an introduction to JD.com. The share price has doubled YTD and EBIT has increased with 34% for Q1 2020 and 117% for Q2 2020. Find out how JD.com's business model differs from Alibaba's and how this enables JD.com to deliver products to end customers the day after an order is placed
2020-10-27
44% of Global E-commerce is owned by 4 Chinese Companies
Did you know that just four Chinese companies account for almost half of global digital sales?
2020-10-20
Ant Group Insights part 1 – Company introduction
This article will give you an introduction to Ant Group – A Chinese digital payment champion valued at USD 250 billion to become the world’s largest IPO with an estimated IPO of USD 35 billion
2020-10-19
Meet China's 113 cities with more than one million people
Did you know that China has 113 cities with more than one million people? Find out which ones are the largest and how these cities compare against global cities
2020-10-15
Nordic Asia Portfolio Insights: SF Express
This article will give you an introduction to SF Express - the UPS of China and why it is investing in the construction of a brand new airport in central China
2020-10-13
China's shift to a Consumption Driven Economy: Urbanization
This post covers the differences between Urban China vs. Rural China and how Urbanization drives growth
2020-09-18
Investing in China 101 Part 3: Guide to Chinese Share Classes
The third post of the Investing in China 101 series will provide you with a Guide to the different Chinese Share Classes