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27.11.25 - 19:48
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UK retailers urge faster end to tax break on low value imported goods (The Guardian)
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Primark, Currys and Boohoo have criticised government for 2029 deadline to phase out exemption on customs dutiesBritish retailers including Primark, Currys and Boohoo have criticised the government for waiting until 2029 to end a tax break on low value imported goods which has allowed them to be undercut by the likes of Shein and Temu.The British Retail Consortium, which represents all the major retailers, said there were now 1.6m parcels arriving in the UK every day, double the number from last year, and “businesses cannot afford any delay on scrapping the existing rules”. Continue reading......
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27.11.25 - 06:00
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Research: JPM Lists Top Picks for CN Stocks in 1Q26 (Table) (AAStocks)
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JPMorgan released its Hong Kong stock market outlook report for 2026, listing the top picks for Chinese stocks in 1Q26:SharesBIDU-SW (09888.HK) NTES-S (09999.HK) MIDEA GP (000333.SZ)MIXUE GROUP (02097.HK)Pinduoduo (PDD.US) POP MART (09992.HK) TRIP.COM-S (09961.HK) TINGYI (00322.HK) Futu Holdings (FUTU.US) INNOVENT BIO (01801.HK)......
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26.11.25 - 11:01
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Brazil′s Lucrative Logistics Market Poses Major Challenges for Chinese Firms, Regional Head says (Caixin)
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While the Brazilian market offers significant potential, it also poses challenges such as underdeveloped infrastructure and a complex regulatory and labor environment, the Brazil CEO of J&T Global Express Ltd. said.“After really understanding Brazil, you find that although there are many opportunities, it's not a market where a novice can just come in and dominate,” said Gui Linqun, who heads the logistics giant's operations in Latin America's largest economy.The allure of the Brazilian market is driven by rapidly rising e-commerce penetration, which is expected to reach a market scale of $78 billion in 2025, the highest in Latin America, according to eMarketer. This growth has attracted a wave of Chinese platforms. Fast-fashion platform Shein entered Brazil in 2019, followed by PDD Holdings Inc.'s Temu in June 2024. TikTok and Kwai joined the fray in late 2024 and early 2025, while Alibaba's AliExpress has been present for years.J&T, which launched in Brazil in May 2022, has become a key logisti...
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