News

2021-03-25

Nordic Asia Portfolio Update: SF Holding

SF Holding is the UPS of China. Its share price up 137.2% during 2020, mainly driven by its e-commerce penetration and logistic.

2021-02-03

Nordic Asia Year End Summary with Yining and Jason

Meet Yining and Jason - Nordic Asia portfolio managers and see what's their outlook for investment in China and expectation to NA in 2021.

2021-01-27

Nordic Asia's IPO Pipeline - 2021 Key Watchlist

This article will give you an introduction to Nordic Asia's 2021 IPO Watchlist.

2021-01-22

An Overview of EU-China Comprehensive Agreement on Investment (CAI)

The EU and China have concluded negotiations and agree to the essential principles that both parties want reflected in the CAI. Such alignment sets the foundation for a strong development of international cooperation and for the increase of bilateral investments and may also boost EU economic growth, especially in the post-COVID-19 recovery period.

2020-12-21

China Macro Statistics - End of Year Update

The Macro environment in China continued to improve in November with China manufacturing PMI increasing to 52.1% which is the highest November value for the past 13 years. Retail Sales and Passenger Car Sales in China also continued to increase and is now 5.0% and 11.7% above November 2019 levels signaling a strong recovery and growth post COVID-19

2020-12-16

Interview with Gustav Åström – Founder and CEO of Aventura Group: on e-commerce and Singles’s Day 2020

Meet Gustav Åström, the Founder and CEO of Aventura Group, a company that provides international brand owners with turnkey solutions to launch, grow and operate businesses in China, on e-commerce and Singles’s Day 2020

2020-12-11

Nordic Asia Xiaomi Webinar - Full Video and Summary

On 10 December 2020, Nordic Asia held a Webinar on Xiaomi, one of the worlds top smartphone brands. Here is a short summary of what was presented as well as a link to the full Webinar Video

2020-12-10

It is time to look East! Increase portfolio returns and yet reduce portfolio risk correlations by investing in Chinese stocks

Data shows that the earnings yield is higher and the valuation is lower for Chinese stocks compared to Swedish and US stocks. CSI 300 is currently trading at 12.7x (12 month forward P/E ratio) compared to 20.1x for OMXSPI and 31.0x for Nasdaq. In addition, Chinese stocks can reduce the overall portfolio risk for Nordic Investors by offering a Beta to OMXSPI of only 0.3-0.5 compared to a Beta to OMXSPI of over 0.8 for US stocks

2020-12-04

Nordic Asia explains the Internal Circulation concept and why it is prioritized by China

This article will give you an introduction to the Internal Circulation concept where the leadership of China is shifting its emphasis to the domestic economy

2020-12-02

Highlights from McKinsey China Consumer Report 2021

Nordic Asia selects and comments on the three most insightful charts from McKinsey China Consumer Report 2021

2020-11-30

Nordic Asia Subscription Notice

New share Issue 50 MSEK offering in Nordic Asia Investment Group 1987 AB org 559226-8352 Subscription Period: November 30th to December 11th

2020-11-25

Nordic Asia highlighted on Nordnet

Nordic Asia’s Founder and Investment Director Yining Wang joins Swedish investment podcast Nordnet to talk about investment oppotunity and organic growth in Asia as well as tips on how to handle the current political situation.

2020-11-25

Nordic Asia highlighted on Nordnet

Nordic Asia’s Founder and Investment Director Yining Wang joins Swedish investment podcast Nordnet to talk about investment oppotunity and organic growth in Asia as well as tips on how to handle the current political situation.

2020-11-25

Xiaomi (HKEX: 1810) announces Q3 2020 results

Xiaomi reported net revenues for Q3 2020 of CNY 72.2 billion (USD 11.0 billion), an increase of 34.5% from Q3 2019

2020-11-24

An overview of the Regional Comprehensive Economic Partnership (RCEP) trade agreement

World’s largest free trade agreement signed that makes up 30% of the world’s population and GDP is estimated to eliminate about 90% of tariffs over a period of 20 years

2020-11-23

Nordic Asia cordially invites Nordic Professional Investors to attend Xiaomi Deep Dive Webinar

Please join Nordic Asia on Thursday 10th December at 11.00 CET for a Deep Dive into the world of Xiaomi and to learn what made Xiaomi one of the most successful smartphone brands in the world

2020-11-20

Sunny Huang from Nordic Asia talks about Singles' Days 2020

Sunny Huang from Nordic Asia gives his key takeaways from Singles’ Day 2020. Find out why this year’s Singles Day is extra important for Investors to keep track of and which platforms and brands that performed above expectations

2020-11-19

China’s COVID-19 recovery – Short news stories and data points on the recovery of the travel and hospitality industry in China

Data shows that China’s domestic travel industry has fully recovered with the number of domestic flights 13% higher year on year and hotel occupancy rates nearly 3% higher year on year during the National Day Holidays in October

2020-11-18

Nordic Asia highlighted on Swedish EFN Marknad

Nordic Asia’s Founder and Investment Director Yining Wang joints Swedish investment podcast EFN Marknad to talk about China E-commerce, Alibaba’s Singles’ Day as well as his insights on a selection of Chinese companies

2020-11-18

JD.com (NASDAQ: JD and HKEX: 9618) announces Q3 2020 results

JD.com reported net revenues for Q3 2020 of CNY 174.2 billion (USD 25.7 billion), an increase of 29.2% from Q3 2019

2020-11-13

Tencent (00700.HK) announces Q3 2020 results

Tencent reported very strong Q3 financial results that beat estimates. Total revenues was CNY 125,447 million (USD 18,421 million) an increase of 29% over the third quarter of 2019 (“YoY”)

2020-11-12

Singles Day' (11/11) Miniseries – Part 2 of 3: Singles' Day 2020 in Numbers

Singles's Day 2020 beat the previous sales record from 2019 with sales of USD 74.1 billion. Learn more about what categories performed well and other exciting data fron the worlds's largest shopping festival

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

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

2020-11-02

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

2020-10-27

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?

2020-10-19

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

2020-09-20

Nordic Asia highlighted in Swedish Financial Press: Affärsvärlden

Interview with Nordic Asia founder and Investment Director Yining Wang highlighted in Affärsvärlden

2020-08-25

China and USA battles for the top spot in Hurun’s Global Unicorn Index for 2020

China and USA now accounts for 460 of the worlds 586 Unicorns corresponding to a dominating 79% of the world’s Unicorns


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