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Latest news, analysis and opinion on ecommerce, covering new technology, consumer habits and the growth of digital payment options.
Changes in US trade policies have created significant pressure for merchants on PDD Holdings’ Temu shopping platform. Photo: Shutterstock
US-China trade war

PDD faces profit challenge amid Trump tariffs, domestic e-commerce competition

‘Macroeconomic uncertainties and significant investments in the ecosystem’ are expected to continue affecting PDD’s earnings outlook, UBS analysts say.

Crime in Hong Kong

Hong Kong police receive over 40 reports of scams on Carousell in a week

Alibaba

Delivery war: Alibaba vies for Meituan’s on-demand throne in China

Mainland China

Temu-owner PDD Holdings misses quarterly revenue estimates

A prolonged property crisis in the world’s second-largest economy has cast a shadow over consumer spending.

The Temu logo is seen in this illustration taken May 4, 2025. Photo: Reuters
Shein

Shein risks fines over breaches of EU consumer law

Chinese-founded e-commerce platform is working with regulators to address their concerns, a company spokesperson said.

Alibaba

China looks to rein in e-commerce platform commissions, support small businesses

New draft rules from China’s top market regulator would limit commission fees charged by e-commerce platforms, with a focus on supporting small businesses.

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Meituan

Meituan revenue jumps 18% in first quarter

The Chinese on-demand delivery giant beat expectations, as it fends off rivals Alibaba and JD.com.

People walk past a logo of Meituan at its booth at the 2022 World Robot Conference in Beijing on August 18, 2022. Photo: Reuters
China's economic recovery

China’s regulators must act quickly to stamp out price wars: People’s Daily

The party mouthpiece warns that excessive, cutthroat competition is harming the long-term development of industries like food delivery.

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Apple

Apple, Huawei, Xiaomi lead China’s top-500 ranking of consumer brands, report finds

The rankings were based on domestic consumers’ online purchase behaviour, according to a Peking University report.

Hong Kong workers/labour rights

Keeta riders stage third strike in Hong Kong over pay, work conditions

More than 100 riders gather in busy areas of Hung Hom and Central, following smaller-scale protests in Tsuen Wan and Mei Foo earlier this month.

Riders from major food delivery platform Keeta gathered for a protest in Central on Thursday noon. Photo: Dickson Lee
Alibaba

Alibaba entertainment group gets whale of a name change with orca rebranding

Following its zoological naming scheme, Alibaba is rebranding the unit responsible for streaming and filmmaking as it looks for growth outside core businesses.

Alibaba is adding to its so-called zoo of companies by renaming its entertainment group after the orca, following the tech giant’s animal-based naming scheme. Photo: TNS
Alibaba

Alibaba lands US$250 million convertible bonds deal with selfie app giant Meitu

The strategic collaboration is expected to serve as ‘the foundation of a long-term partnership’ between Meitu and Alibaba.

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US-China trade war

Alibaba.com sees jump in US buyer activity after US-China tariff truce

Inquiries from the US on Alibaba’s B2B marketplace surged over 40 per cent the week after Washington and Beijing hit pause on the trade war.

Japan

Will Japan follow Trump’s lead and tax imports from China’s Shein, Temu?

The US president’s move to revoke the tax exemption for small parcels from China has spurred other governments to do likewise.

Workers are seen on a production line manufacturing clothing for Shein in Guangzhou, China’s Guangdong province. Photo: Reuters
US-China trade war

Trade war fallout: Chinese e-commerce firms intensify push for Europe’s shoppers

Temu and Shein launch aggressive campaigns in European market amid US trade uncertainty – with ad spending up by as much as 70 per cent.

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Chinese cross-border e-commerce Shein is looking to reorient sales from the US to Europe. Photo: Reuters
Alibaba

Alibaba cements AI leadership as cloud unit reports fastest growth since 2022

Internally, the company is also betting big on the integration of AI technologies with its traditional e-commerce business.

Alibaba

Alibaba’s quarterly revenue grows 7% as ‘all-in on AI’ strategy pays off

The Hangzhou-based company’s adjusted earnings rose 36 per cent year on year to 32.6 billion yuan in the March quarter.

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Food delivery apps

Beijing tells food delivery giants to simmer down as feud gets too hot to handle

Five government agencies, led by the State Administration for Market Regulation, urged the instant commerce giants to follow competition regulation.

Food delivery riders from rivals Meituan (yellow) and Ele.me (blue) rest on their motorbikes in Chongqing on December 29, 2024. Photo: Getty Images
Meituan

China’s Meituan to bring Keeta food delivery to Brazil under US$1 billion deal

Brazilian President Luiz Inácio Lula da Silva presided over the deal-signing event in Beijing.

US-China trade war

Tariff reprieve gives Shein, Temu time to restock US warehouses

A 90-day cut in tariffs to 30 per cent from 145 per cent will help Shein and Temu restock their US warehouses at lower cost, experts say.

Ant Group

Alipay launches voice call to highlight financial security via real identity checks

Alipay and WeChat Pay are the two major digital wallets used in China, holding a combined market share of roughly 90 per cent.

The Alipay logo is seen on a mobile phone in this illustration picture taken June 28, 2023. Photo: Reuters
Alibaba

Alibaba’s Joe Tsai: AI set to transform operations in next five years

Tsai and chief people officer Jane Jiang Fang answer questions from the staff, including the impact of the US-China trade war on the company.

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Alibaba employees at the annual AliDay gathering in Hangzhou on Saturday. Photo: Wency Chen
US-China trade war

Temu points Chinese sellers to new markets amid US tariff woes

US tariffs are prompting Chinese merchants to seek alternative markets, but some sellers remain hopeful that the worst is soon behind them.

Alibaba

Jack Ma’s Alibaba visit sparks nostalgia over company’s humble start

A cheerful mood at Alibaba’s annual event for friends and family, as the company navigates business challenges.

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China economy

Luxury labels ditch steep China discounts to rebuild value

Balenciaga, Versace, Valentino and peers change tack to convey exclusivity, attract resilient spending of wealthy buyers.

People talk near a Blancpain luxury watch store in Beijing on May 5, 2025. Photo: AFP
Alibaba

Alibaba breaks down barriers as e-commerce giant focuses on core priorities

Alibaba will ‘mobilise at full strength and concentrate our efforts on a few core strategic priorities’, CEO Eddie Wu says in memo to staff.

Alibaba has stepped back from its original plan to carve up the group. Photo: Shutterstock
Alibaba

China’s e-commerce giants to kick off midyear shopping festival next week

Alibaba, JD.com, and ByteDance’s Douyin will start promotions on Tuesday, as e-commerce giants fight for a slice of limited consumer spending.

Alibaba

Alibaba teams up with social media platform RedNote in fresh e-commerce push

The cross-platform alliance allows consumers to find products via RedNote, which redirects them to buy the goods on Taobao and Tmall.

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