Why is Carvana share price surging after it missed sales estimates?
Focusing on cost reduction, standards and value adding at each part of the value chain
China’s experience shows tech innovation never stops
We often hear this argument: “all the business models in tech have been exploited, there is nothing else to invest in in Southeast Asia”...
Not so unprecedented times? Startups failed before Covid too
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...
Food delivery platforms’ 30% commission is justified
And please, no more talks about hawker food delivery
China blocked export of 33m pieces of unlicensed medical supplies
How much has China really exported?
What you often DO NOT understand about Chinese decision making
Key is still to be humble, to understand, and to avoid making simplistic judgements.
COVID-19 and Southeast Asia Supply Chain – updates March 2020
Every transportation method has its upside and downside; daily delivery eCommerce becomes the unlikely winner
