The Low Down - Momentum Works

On tech & VC in China, Southeast Asia & beyond.


October 2017

Lazada squeezes the likes of Ezbuy out in Southeast Asia

We have always been arguing that with the giants such as Alibaba, Lazada and entering the Southeast Asian market, smaller e-commerce platforms will increasingly find it difficult to survive, let alone grow. The same is happening to the Daigou… Continue Reading →

MBar(Mini KTV) entering Singapore

Not long ago, M-Bar, a mini karaoke service wildly popular in China, made its inroads to Singapore. The concept of mini karaoke is simple – a small, soundproof, and air-conditioned booth fitting up to 2-3 people stationed in shopping malls… Continue Reading →

Trivia: Chinese internet companies dig animal names

If you’ve been closely following Chinese internet industry, you might notice a very interesting phenomenon: Many companies use animals or plants in their logos, or as their product or company names. Many argue that everything started with Tencent using a… Continue Reading →

Brands losing their grip in ecommerce era – or are they?

E-commerce has grown to be a powerful distribution channel for goods, and I believe it will continue to grow in weight and influence in years to come. For many brands, this is an opportunity (to reach out to more customer and… Continue Reading →

BYD owns the future of electric cars in China?

I was visiting a large taxi fleet operator in Southern China as part of a consulting project Momentum Works did for the municipal transportation authorities. The General Manager showed me their gigantic charging station for electric cars – as part… Continue Reading →

The economics of bike sharing

Many people still want to discuss China’s “sharing economy” with us: shared bikes, power banks, basketballs, or umbrellas. It seems everyone has an opinion on whether it would work or not, and why. Nonetheless, it strikes us that many have… Continue Reading →

Innovation – you never arrive

The other day, someone told me while it was easier to start a business in this day and age, it is hard to do a good business due to depressed profits, and intense competition. My response was straight to point,… Continue Reading →

Are ICOs a more democratic way of fundraising?

  Our own Jianggan Li moderated a panel discussion on ICO & Regulation last Thursday (12 Oct), as part of INSEAD FinTech Week. On the panel were Daniel Ben-Aron, Csaba Robert Horvath, Nizam Ismail, David Moskowitz, and Igor Pesin In… Continue Reading →

Mobile payment in Southeast Asia – overview and trends – Part 3/3

Who owns the future? The governments or the internet giants (or someone else)? In the first two parts of this analysis, we discussed why we couldn’t exactly replicate Alipay and Wechat in Southeast Asia and examined plausible and implausible use… Continue Reading →

Mobile payment in Southeast Asia – overview and trends – Part 2/3

Plausible and implausible use cases for payment adoption in Southeast Asia In Part 1, we discussed why we couldn’t exactly replicate Alipay and Wechat in Southeast Asia. Here in Part 2 of the series, we will explore use cases that… Continue Reading →

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