Thursday, May 2, 2024

E69 – The Impulso Podcast – The business model behind BuyNowPayLater

ShopBack has announced the shutdown of PayLater, its Buy Now Pay Later (BNPL) scheme, marking the latest withdrawal from the BNPL scene in Singapore. Unlike...

E68 – The Impulso Podcast – Alibaba is giving up on...

Last week, Alibaba announced that Hou Yi, the founder of the Hema (or 'Freshippo') retail chain, will retire as CEO, to be replaced by...

E67 – The Impulso Podcast – Dmitry Levit & Boon Ping...

After almost a decade, is winter finally here in Southeast Asia? Join us in our latest podcast episode featuring special guests Dimitry Levit and Boon...

EP66 – The Impulso Podcast – TikTok has no good options

Yesterday, the US House of Representatives overwhelmingly passed a Bill dubbed the “Protecting Americans From Foreign Adversary Controlled Applications Act,” that would give ByteDance...

EP65 – The Impulso Podcast – Will health labels reduce bubble...

Is Shanghai mirroring Singapore's nutritional labelling approach?  Recently, Bawang Tea Ji's (Chagee) Shanghai store has introduced a "Nutritional Choice" logo on all its beverages -...

EP64 – The Impulso Podcast – Does Shopee have a moat?

Last night (4 March), Sea group published their 2023 Q4 and FY results, announcing its first profitable year. The market had mixed feelings -...

E63 – The Impulso Podcast – How does Luckin Coffee open...

In Luckin Coffee’s latest 2023 Q4 report, the company revealed that it opened 2,975 stores in Q4 - almost 1,000 stores every month.  The report...

EP62 – The Impulso Podcast – What is the “right price”...

Grab recently published their 2023 Q4 and FY results, and during its earnings call, COO Alex Hungate confirmed that Grab is not pursuing acquiring...

EP61 – The Impulso Podcast – What drives live commerce in...

China's live commerce industry is not just big—it's a trillion-dollar powerhouse with a vast ecosystem, encompassing MCNs, enablers, logistics, and more.  With only a month...

E59 – The Impulso Podcast – Will DoorDash enter Southeast Asia,...

Last Wednesday (31 Jan), we held our online briefing “In focus: Food delivery platforms in Southeast Asia 2024” where we covered global developments, key...

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