Anti-dumping and countervailing duties explained for importers
Tariffs & Customs deep dive: Anti-dumping and countervailing duties explained for importers.
James Chen
Why agentic commerce won’t crown one standard in 2026: 3 adoption signals point to abstraction layers
Three adoption signals from Adyen, Mastercard, Worldpay and PayPal point to cross-protocol abstraction layers, not a single standard, winning agentic commerce. The call: a second major processor ships a translate-everything suite before year-end 2026.
Why merchant-payments reshaping is likely before year-end 2026: 3 executive signals
New payments-native leaders at Fiserv, Nuvei and Adyen point to a fresh round of merchant-payments portfolio reshaping. At least one more top-tier acquirer is likely to announce a carve-out or software deal before year-end 2026.
GameStop shareholders back share increase: eBay takeover push advances
GameStop shareholders approved a large increase in authorized stock on July 7, giving Ryan Cohen the equity ammunition to press a $55.5 billion bid for eBay that the target board has already rejected. The vote signals GameStop intends to take its unsolicited offer straight to eBay shareholders.
Why Kaspi’s super-app push into Turkey accelerates in H2 2026: 3 signals from Hepsiburada
Three signals observed in recent weeks (a CEO split, a Turkish banking license, and an 86% stake) point to Kaspi accelerating a super-app build at Hepsiburada. The likeliest window for the first regulated fintech proof points is H2 2026, before the Q3 earnings call.
Dien May Xanh raises $505m in IPO: Vietnam’s biggest listing in five years
Mobile World Investment Corporation has spun off its electronics chain Dien May Xanh in an IPO that raised about 505 million dollars. The 93 percent-subscribed offering values the retailer near 3.4 billion dollars ahead of an August debut on the Ho Chi Minh Stock Exchange.
Why the EU’s China-marketplace compliance regime is likely to harden by year-end: 3 regulatory signals
Three fresh regulatory signals point to the EU consolidating a two-track marketplace regime, binding commitments plus a customs cost stack, on China-founded platforms. The pattern suggests Shein and Temu face binding commitments or a second penalty before year-end 2026.
Why a fresh wave of fintech and commerce IPOs is likely to price before the end of Q3 2026: 3 capital-markets signals
The June tape, a loaded fintech and commerce pipeline, and a disciplined aftermarket point to a fresh cluster of US IPOs pricing before the end of Q3 2026. Expect the cohort to skew toward payments and infrastructure names over consumer DTC brands.
UK retailers cut 18,000 jobs: Labour tax rises reshape the high street
Britain’s largest retailers cut close to 18,000 jobs over the past year, led by Tesco, according to a Bloomberg analysis of annual reports. Retailers blame higher employer national insurance and rising minimum wage costs.
Belgium’s online spend hits €18.3bn: local shops miss the growth
Belgian shoppers spent a record €18.3bn online in 2025, up 5.4%, according to the Becom Market Monitor. Yet domestic webshops grew only 3.43%, barely above inflation, as Chinese platforms and foreign marketplaces absorbed most of the new spending.