Random Walk

Random Walk

More mysteries of Chinese shopping apps

Daily Data: They certainly have friends in all the right places

Moses Sternstein's avatar
Moses Sternstein
Mar 08, 2024
∙ Paid

No, this has nothing to do with Chinese spyware Tik-Tok.

In today’s dispatch:

  • Temu, Shein are big spenders with friends in high places

  • everything else is a bit of a mystery

  • mind the halo effect

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