At lunch time, scooters swarm around the futuristic office towers of Shanghai to deliver the noodle soup that workers filtering down to street level have ordered on their mobile phones.
Food delivery has taken off in China. Its weighing on listed instant noodle stocks, which had been, until office workers began outsourcing lunch, recently the ideal way to bet on rising consumption.
The threat of disruption is all too familiar for investors in Western stock markets, which has witnesse
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