E68 – The Impulso Podcast – Alibaba is giving up on...
Last week, Alibaba announced that Hou Yi, the founder of the Hema (or 'Freshippo') retail chain, will retire as CEO, to be replaced by...
E67 – The Impulso Podcast – Dmitry Levit & Boon Ping...
After almost a decade, is winter finally here in Southeast Asia?
Join us in our latest podcast episode featuring special guests Dimitry Levit and Boon...
EP66 – The Impulso Podcast – TikTok has no good options
Yesterday, the US House of Representatives overwhelmingly passed a Bill dubbed the “Protecting Americans From Foreign Adversary Controlled Applications Act,” that would give ByteDance...
EP65 – The Impulso Podcast – Will health labels reduce bubble...
Is Shanghai mirroring Singapore's nutritional labelling approach?
Recently, Bawang Tea Ji's (Chagee) Shanghai store has introduced a "Nutritional Choice" logo on all its beverages -...
EP64 – The Impulso Podcast – Does Shopee have a moat?
Last night (4 March), Sea group published their 2023 Q4 and FY results, announcing its first profitable year. The market had mixed feelings -...
E63 – The Impulso Podcast – How does Luckin Coffee open...
In Luckin Coffee’s latest 2023 Q4 report, the company revealed that it opened 2,975 stores in Q4 - almost 1,000 stores every month.
The report...
EP62 – The Impulso Podcast – What is the “right price”...
Grab recently published their 2023 Q4 and FY results, and during its earnings call, COO Alex Hungate confirmed that Grab is not pursuing acquiring...
EP61 – The Impulso Podcast – What drives live commerce in...
China's live commerce industry is not just big—it's a trillion-dollar powerhouse with a vast ecosystem, encompassing MCNs, enablers, logistics, and more.
With only a month...
E59 – The Impulso Podcast – Will DoorDash enter Southeast Asia,...
Last Wednesday (31 Jan), we held our online briefing “In focus: Food delivery platforms in Southeast Asia 2024” where we covered global developments, key...
E58 – The Impulso Podcast – Why Meituan CEO takes over...
Meituan has had a very challenging 2023, with its falling share price and intense competition from both Douyin and Pinduoduo.
Last Friday (2 Feb), Meituan...
