Open in app

Sign In

Write

Sign In

Alex Lew, CFA
Alex Lew, CFA

48 Followers

Home

About

21 hours ago

An Exhaustive Exploration of Cha Yan Yue Se: Triumphs of a Bubble Tea Mogul in Changsha

In the bustling city of Changsha, Hunan, resides a bubble tea brand that has recently been on the lips of every young connoisseur of refreshing beverages — Cha Yan Yue Se. This brand, with its roots deeply embedded in the city’s culture, has gained an impressive following owing to its…

4 min read

An Exhaustive Exploration of Cha Yan Yue Se: Triumphs of a Bubble Tea Mogul in Changsha
An Exhaustive Exploration of Cha Yan Yue Se: Triumphs of a Bubble Tea Mogul in Changsha

4 min read


1 day ago

Should Sleeping Compartments on Trains Be Allocated by Gender in China?

Recently, a woman’s online complaint about being assigned to a sleeping compartment with three men sparked a debate on whether train compartments should be allocated by gender. Some argue that gender-based allocation can ensure the safety and privacy of female passengers. …

China

2 min read

Should Sleeping Compartments on Trains Be Allocated by Gender in China?
Should Sleeping Compartments on Trains Be Allocated by Gender in China?
China

2 min read


1 day ago

In-Depth Analysis of Chinese Domestic Brands’ Livestream Event: Beyond the Hype

Recently, a livestream event featuring a collaboration of Chinese domestic brands has attracted widespread attention. Brands such as Hongxing Erke, Jia Duo Bao, Mixue Bingcheng, Xuelian, and Xtep joined the event, with hosts demonstrating the use of Bee & Flower shampoo, even washing their hair with shoes. This event brought…

Hongxing Erkejia

2 min read

Hongxing Erkejia

2 min read


Sep 19

The Rise of Online Ready-to-Eat Meals in China: Addressing Health Concerns and Alleviating Anxiety

Introduction In recent years, China has witnessed a significant rise in the consumption of online ready-to-eat (RTE) meals, driven by urbanisation, changing lifestyle habits, and the boom in the e-commerce industry. However, this growth accompanies health-related concerns and food safety anxieties among consumers. …

14 min read

The Rise of Online Ready-to-Eat Meals in China: Addressing Health Concerns and Alleviating Anxiety
The Rise of Online Ready-to-Eat Meals in China: Addressing Health Concerns and Alleviating Anxiety

14 min read


Sep 19

Overlooked and Underserved: The Plight of Rural Education in China

While urban education issues like tiger parenting and high academic pressure garner headlines, rural county-level schools remain overlooked, underfunded, and unable to adequately prepare students. “County-level schools face a lack of resources, quality teachers, and support compared to major cities,” explains Professor Lin Xiaoying of Peking University, an expert on…

2 min read

Overlooked and Underserved: The Plight of Rural Education in China
Overlooked and Underserved: The Plight of Rural Education in China

2 min read


Sep 19

The Golden Age of Consulting is Over

For decades, consulting was a glamorous, globe-trotting career with lavish compensation. But those days appear to be waning as technology, penny-pinching clients, and economic uncertainty have conspired to complicate the consulting model. In the halcyon days, consultants flew cross-country weekly to solve thorny problems at Fortune 500 companies. Firms like McKinsey, Bain, and Boston Consulting Group became training grounds for future executives, with their alumni reaching the upper echelons of corporate America. Consulting retained a patina of prestige and exclusivity.

Consulting

2 min read

Consulting

2 min read


Aug 29

The Troubles of Telework: Examining the Push to Get Workers Back to the Office

The covid-19 pandemic forced a grand experiment in remote work around the world. With offices shuttered for health reasons, employees logged in from home in record numbers. Tech giants like Amazon led the shift, allowing engineers and other staffers to work remotely as it kept operations running during lockdowns. …

2 min read

2 min read


Aug 28

The Looming Default: Unraveling Country Garden’s Debt Time Bomb

Introduction: As financial storm clouds gather on the horizon, the property market in China faces another potential casualty. Country Garden Holdings Co., China’s top developer in terms of sales from 2017 to 2023, is on the precipice of its first bond default. …

3 min read

3 min read


Aug 28

Powell’s Hawkish Stance Sends Treasury Yields and Dollar Higher

Insights: The article discusses how Fed Chair Powell’s comments signaling the central bank will keep interest rates higher for longer led to a rise in Treasury yields and the US dollar. This indicates the market expects more aggressive tightening. Changes in Valuation Model: Higher interest rate assumptions should be incorporated into valuation models. Cash flow discount rates may need to increase to account for higher Treasury yields. Growth forecasts could be reduced amid tighter monetary policy.

1 min read

1 min read


Aug 28

Property market difficulties and policy uncertainties in Vietnam warrant a more conservative valuation approach

Insights: Vietnam’s property market has suffered from a series of government crackdowns on speculation and corruption, shaking investor confidence. Prices are down 30–40% in some areas from their peak. The government is now trying to stimulate the market again through lower interest rates, easier credit access, and incentives for first-time…

2 min read

2 min read

Alex Lew, CFA

Alex Lew, CFA

48 Followers

Asean and China watcher

Help

Status

Writers

Blog

Careers

Privacy

Terms

About

Text to speech

Teams