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[Seeing the unseen] Our thoughts on Alibaba’s major restructuring

Jianggan Li - March 30, 2023

Difference between traditional and generative AI (Siri vs ChatGPT)

Our thoughts: TikTok CEO’s US congress testimony

“Disgraced” Luckin founder started a new coffee chain in China

The emergence of Large Language Models (LLMs)

Popular

Luckin Coffee Singapore

Luckin Coffee is launching in Singapore, will it do well?

Julia Ciaciek - March 14, 2023

Good startups of SEA: Showcase yourself at MWC 2018!

Jerry Chao - April 16, 2018

Nvidia and generative AI: “During a gold rush, sell shovels”

Bao Hua Choo - March 22, 2023

[New report] Apples to Apples: Benchmarking Shopee, Grab, GoTo and other...

Stephen Cheung - February 22, 2023

Why would Akulaku “restructure” loans?

Jerry Chao - April 17, 2020

[Seeing the unseen] Does it matter if Baidu’s answer to ChatGPT...

Stephen Cheung - March 22, 2023

Fintech

[Seeing the unseen] Why are Chinese tech giants missing from the CCTV New Year Gala?

Jianggan Li - January 27, 2023

Full transcript of GoTo public expose on 8 Dec

Aishwarya Valliappan - December 12, 2022

Does Shopee’s investment in logistics and lending make sense? Recap part 2 of 5

Simon Hochstrasser - November 24, 2022

What does FinAccel’s $140m series D have in common with Fazz’s $100m series C?

Jerry Chao - October 24, 2022

Grab seems to have simplified its strategy – will they execute it well?

Jerry Chao - October 4, 2022

Southeast Asia

10 Predictions for Digital Health & Health Tech in Southeast Asia in 2023

Friends of MW - March 16, 2023

Wardah & Huaxizi: Benchmarking cosmetic brands in Southeast Asia and China

Vion - March 16, 2023

Luckin Coffee is launching in Singapore, will it do well?

Julia Ciaciek - March 14, 2023

Grab and SEA repay their debts, confident with their cash positions repay future...

Sabrina Chong - March 14, 2023

Our thoughts on Sea Group’s 2022 Q4 and FY results

Jianggan Li - March 8, 2023

China

“Disgraced” Luckin founder started a new coffee chain in China

Vion - March 24, 2023

[Seeing the unseen] Does it matter if Baidu’s answer to ChatGPT is good enough,...

Stephen Cheung - March 22, 2023

[Seeing the unseen] Will generative AI make Chinese tech’s global expansion easier?

Jianggan Li - March 7, 2023

China’s internet giants: The nuts and bolts of going global

Friends of MW - March 2, 2023

[Seeing the unseen] Why are Chinese tech giants missing from the CCTV New Year...

Jianggan Li - January 27, 2023

Ecommerce

On GoTo’s layoffs before releasing Q4 2022 results

Julia Ciaciek - March 14, 2023

[Seeing the unseen] Why are Chinese tech giants missing from the CCTV New Year...

Jianggan Li - January 27, 2023

Shopee shuts down Poland, effectively ending pandemic-era expansion

Jerry Chao - January 13, 2023

Why did GoTo’s share price jump 15% after weeks of slumping?

Jianggan Li - December 14, 2022

Will GoTo’s share price stop its steep decline soon?

Jianggan Li - December 12, 2022

Logistics

After acquiring Gorillas, will Getir make it?

Jerry Chao - December 10, 2022

Does Shopee’s investment in logistics and lending make sense? Recap part 2 of 5

Simon Hochstrasser - November 24, 2022

What does the future hold for cross-border ecommerce? Off the Record with Momentum Works...

Megan Rutkai - September 6, 2022

Momentum Works – CICC discussion: Development of digital economies in Southeast Asia Part 2

Xavier Tng - July 4, 2022

Momentum Works – CICC discussion: Development of digital economies in Southeast Asia Part 1

Xavier Tng - July 1, 2022

India

Meesho’s “Job To Be Done”

Friends of MW - October 28, 2022

Zomato is the ultimate Rorschach Test

Friends of MW - June 8, 2022

Shopee finally made the right decision to pull out of India

Fengde Ding - March 30, 2022

Tencent divesting Sea Group shares should be seen as good news

Jianggan Li - January 5, 2022

Is Sociolla similar to Nykaa?

Aishwarya Valliappan - December 9, 2021