Meituan founder explains the decision to go to Brazil

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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

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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?

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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

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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

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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

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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”

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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?

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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...

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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...

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Trust that by now, you would already be familiar with DeepSeek, the Chinese AI company spun off a quant fund that has been rocking...

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