Consumer Trends

QuestMobile's Q3 2026 report reveals a market where user growth has stalled at 0.9% but monthly screen time hit 200 hours for the first time, forcing every major platform to compete for minutes rather than users—and two categories are winning decisively. China's mobile internet

J.P. Morgan's Asia Pacific equity research team fired another warning shot at Pop Mart International Group Limited on October 28, 2026, cutting its price target on the Hong Kong-listed toymaker to HK$100 from HK$110 while maintaining an Underweight rating. The downgrade follows a third-

All ten top-grossing short-drama apps globally carry Chinese DNA—yet the two largest players posted combined losses or razor-thin margins in 2025, exposing a profitability crisis hidden beneath dazzling growth metrics. ByteDance's PineDrama crossed 100 million cumulative downloads in under a year, while the pending

CFMOTO, Taotao Power Up Overseas Revenue as China's All-Terrain Vehicle Exports Hit $1.39 Billion China's off-road vehicle manufacturers are rewriting the competitive hierarchy of the global all-terrain vehicle industry, with domestic leaders capturing market share at a pace that has eroded the

A São Paulo court ruling dismantling exclusivity clauses opened a strategic corridor for Keeta, Meituan's international delivery brand, which responded within days by launching its largest single-market expansion to date — adding 21 Brazilian cities in one move and extending its footprint to 32 municipalities. The October 6

J.P. Morgan's Asia Pacific equity research team issued a sobering pre-third-quarter note on Pop Mart on October 21, 2026, slashing its price target to HK$110 from HK$120 and reiterating an Underweight rating. The timing is significant: the report arrives as the designer toy

Active customers climb to 291 million as order volumes accelerate, while platform services revenue surges 44% year-on-year — validating a business model built for turbulence SHEIN delivered its first interim results as a public company on September 28, 2026, and the numbers that matter most weren't buried

Abu Dhabi's sovereign wealth fund joins controlling shareholder Centurium Capital in a ~$1 billion strategic minority stake in Luckin Coffee, validating a turnaround story six years in the making — and signaling that the global capital race for China's coffee market has entered a new, more geopolitical