The Low Down - Momentum Works

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

Month

December 2017

Momentum Works’ predictions beyond Southeast Asia

You would have read our predictions for Southeast Asia last week. Now, we have our predictions for what we think is going to happen further afield in 2018. Let us know what you think by commenting below or emailing us at hello@mworks.asia… Continue Reading →

Twitter could overcome (or become) Toutiao outside China

We argued about three months ago that Twitter needs more drastic measures to revive its fortunes on The Low Down – Twitters Problem is not 140 vs 280 but failure to expand horizontally. It seems investors confidence in the company… Continue Reading →

Something’s up with Billboards in Jakarta

If you have been driving around Jakarta lately (as we have, a lot!), you might have noticed something odd among the usual billboard ads. Anti-Mainstream Yes, that billboard is Upside Down, though it’s not the fault of the Demogorgon. This… Continue Reading →

Subsising MDR is a masterstroke by Indian government

Last Friday (16th December 2017) the Indian Government announced that from January 1 2018 it would absorb the merchant discount rate (MDR) on transactions up to and including ₹2,000. This is provided payment is made using debit cards, the unified… Continue Reading →

Momentum Works’ predictions for Southeast Asia 2018 – abridged

We’re often tasked by our clients (and joint venture partners) to try and predict the future. Thankfully, due to our experience, and from keeping our ears to the ground, we’re happy to say that we’re right a lot of the… Continue Reading →

Momentum Works’ predictions for Southeast Asia 2018 – full version

We’re often tasked by our clients (and joint venture partners) to try and predict the future. Thankfully, due to our experience, and from keeping our ears to the ground, we’re happy to say that we’re right a lot of the… Continue Reading →

Why Baidu fell behind Alibaba & Tencent (and what can be done about it)

Those who are familiar with China’s internet scene would have heard the term “BAT” – which is the acronym for “Baidu, Alibaba & Tencent”, the three dominant players occupying search, ecommerce and social network respectively. In a way, pretty much… Continue Reading →

Uber is right to shrug off the ‘taxi company’ ruling

We always believed that with the present business model, Uber is essentially a big taxi business with a better customer experience rather than anything else. And we are happy that the European Court of Justice (ECJ) agreed with us, through… Continue Reading →

[MW Special Report] Payment in Vietnam

The mobile payment market in Vietnam is in what we call a Wild West phase, and there is still the opportunity for any given player to become the dominant one. However, there are plenty of challenges. Cash is still king… Continue Reading →

[MW Special Report] Payment Overview in Indonesia

As Southeast Asia’s largest economy by GDP (US$932 billion [1]) and the most populated market (264 million [2]), Indonesia has been attracting technology companies to start or expand their business in the country. While cash is the dominant payment method,… Continue Reading →

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