Friday, January 22, 2021

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...

Meituan enters power bank sharing, for the 4th time

Big threat to the profitable incumbents

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.

China now produces 200 million masks a day

the manufacturing juggernaut restarts

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

Why power bank sharing has not worked in Singapore

Capital and execution

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