Our thoughts on Alibaba’s CEO & chairman change
Alibaba today announced that Joe Tsai and Eddie Wu, two co-founders, will succeed Daniel Zhang as Chairman & CEO for the Group respectively.
Our thoughts:
1....
Jack Ma reportedly meeting key Taobao/Tmall executives “with no agenda”
Late Post - a leading Chinese publication focused on in-depth reporting, revealed yesterday (19 June 2022) that Jack Ma had called for an ‘unofficial...
[New report] Ecommerce in Southeast Asia achieved ~US$ 100 billion GMV...
Southeast Asia’s ecommerce sector endured strong headwinds in 2022. Despite all these, growth and competition continue, with the total GMV of Southeast Asia’s 9...
What exactly are TikTok, Shopee, Lazada all trying to copy from...
Temu, Pinduoduo’s cross border affiliate, has taken the global ecommerce market by a storm. In April, its 8th month since launching in the US...
TikTok Shop starts copying Temu… in the Middle East
On May 16 2023, TikTok Shop made an announcement that they would launch the “all-inclusive” consignment model (全托管模式) from cross border ecommerce targeting the...
Pinduoduo and Temu founder: my life lessons and reflections (Part 2...
This article on Colin Huang’s reflections on Pinduoduo as well as his early life lessons was originally published in Chinese. Some of the insights...
Pinduoduo and Temu founder: my life lessons and reflections (Part 1...
This article on Colin Huang’s reflections on Pinduoduo as well as his early life lessons was originally published in Chinese. Some of the insights...
Will AI replace e-commerce photographers?
Last week, I spoke with the creative director from one of the largest international cosmetic brands. Her job is to provide design briefs for...
Our thoughts: GoTo’s 2022 Q4 and FY results
On Monday (20 March), Indonesia’s GoTo released their 2022 Q4 and unaudited Full Year results. Interestingly (and probably not entirely unexpectedly), most investor friends...
Wardah & Huaxizi: Benchmarking cosmetic brands in Southeast Asia and China
There has always been a lot of interest in the beauty sector across the world.
In Southeast Asia, beauty product is one of the key...