After Meituan, Pinduoduo, JD, and Sea Group
In our food delivery platforms in SEA report released last week, we broke down the market size and share of all the six major...
A way of learning from 2020.
How internet platforms selling deposit products increases systemic risk
Every internet giant in China wants to do it
A tale of three companies
Focusing on cost reduction, standards and value adding at each part of the value chain
We often hear this argument: “all the business models in tech have been exploited, there is nothing else to invest in in Southeast Asia”...
It is true that Covid-19 has caused unprecedented disruption in certain industries. Every day you hear discussions about startup layoffs, investors holding back, whether...
Big threat to the profitable incumbents