Hyomi Jie, a portfolio manager focused on the Chinese consumer, joins investment analysts Sherry Qin and Elroy Ng to unpack the global expansion of Chinese e-commerce giants like Shein and Temu. They discuss how these platforms evolved from manufacturing to global e-commerce leaders and their strategies in competitive markets. Their conversation touches on the impact of politics and regulations in Southeast Asia, the significance of shifting consumer trends post-COVID, and the innovative supply chain strategies that elevate Chinese firms in a crowded marketplace.