Why is Carvana share price surging after it missed sales estimates?

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Focusing on cost reduction, standards and value adding at each part of the value chain

China’s experience shows tech innovation never stops

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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

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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

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Big threat to the profitable incumbents

Food delivery platforms’ 30% commission is justified

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And please, no more talks about hawker food delivery

China blocked export of 33m pieces of unlicensed medical supplies

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How much has China really exported?

What you often DO NOT understand about Chinese decision making

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Key is still to be humble, to understand, and to avoid making simplistic judgements.

China now produces 200 million masks a day

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the manufacturing juggernaut restarts

COVID-19 and Southeast Asia Supply Chain – updates March 2020

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Every transportation method has its upside and downside; daily delivery eCommerce becomes the unlikely winner

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