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Elroy Ng - Investment Analyst

Podcast 32 min listen

The Investor's Guide to China podcast: Chinese e-commerce goes global

Can China’s e-commerce companies replicate their domestic success globally, from Southeast Asia to North America?

Martin Dropkin + 5 others | 1 November 2024

Article 2 min read

The quiet comeback of two of China’s battered sectors

As policymakers shift their attention to promoting growth, China's online gaming and tutoring sectors are returning to health - in two quite different ways.

Tina Tian + 3 others | 15 May 2024

Article 4 min read

What investors should know about Asean’s ecommerce war

The ecommerce giants of Asean are largely mired in stiff competition and weak earnings. But we think their woes are just the growing pains of a young market.

Elroy Ng + 2 others | 11 March 2024

Article 4 min read

China’s tourists step out again

Over 100 million travellers in China hit the road over the five-day May Day holiday, the first big test for tourism since lockdowns started being lifted.

Tina Tian + 5 others | 7 May 2020

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