Meituan founder explains the decision to go to Brazil
Yesterday (26 May) after (Hong Kong) market closed, Meituan released its Q1 2025 results.
The market has been in jitters about Meituan, because of intensified...
Chinese e-commerce giants were prepared for tariffs, but not like this
This commentary first appeared on ChannelNewsAsia (CNA). Republished here with permission. You can access the other commentaries from Jianggan Li on CNA as well.
“Total chaos.” A friend...
Meituan’s US$1B investment into Brazil, what’s on the table?
On 12 May, Meituan officially announced a commitment of US$1 billion investment for the Brazil market.
The deal was entered during a seminar attended by...
My thoughts on Foodpanda’s exit from Thailand
Foodpanda, Delivery Hero’s Asia focused food delivery platform, shut down its Thailand operations last week - after 13 years of operations in the country.
Many...
What we saw at the Grab product showcase
Earlier this month, Grab held a product showcase, what they call “GrabX”, announcing a lineup of new products and features – essentially a roadmap...
A brief history of quick commerce in China
How quick commerce becomes a trillion-yuan market in China
In February this year, JD.com, a leading ecommerce platform in China, entered the food delivery...
My thoughts on “1b Indian consumers have no spending power”
I just read, with great pleasure, the newly released Blume Ventures report on India. The report has been widely discussed amongst friends of Momentum...
JD.com enters food delivery to challenge Meituan?
Today (Tuesday, 11 Feb 2025), JD.com – one of China’s top ecommerce platforms – announced on its WeChat account that it’s inviting quality “brick-and-mortar”...
No Bullshit takeaways from China’s AI trenches: Why DeepSeek scares and...
Note: the title of this article is generated by DeepSeek R1. The article itself, though, is written by a real human.
Chinese gen AI startup...
I asked DeepSeek to write an article about itself, and it...
Trust that by now, you would already be familiar with DeepSeek, the Chinese AI company spun off a quant fund that has been rocking...
