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
And please, no more talks about hawker food delivery
How much has China really exported?
Key is still to be humble, to understand, and to avoid making simplistic judgements.
the manufacturing juggernaut restarts
Every transportation method has its upside and downside; daily delivery eCommerce becomes the unlikely winner
Capital and execution