What can we learn from the Food Republic exit of Beijing
Food courts no longer fit the experiece shopping malls provide.
Silicon valley believes in Power Law; Southeast Asia believes in Fried...
Why “hard mode” SEA was the moat all along
[New Report] The SEA quick commerce playbook isn’t China’s or India’s
In this unique environment, the economics of the category are being rewritten.
Who is the next owner of Korea’s biggest food delivery platform?
In February this year, Korean media reported that Delivery Hero was in contact with potential buyers regarding the sale of Baemin, South Korea's largest...
In China, AI is already killing software
Throughout many major companies, AI agents are already deeply embedded into organisations.
Building the greatest company in human history: Dreame founder Yu Hao
Dreame is a Chinese consumer-tech company known for robot vacuums, cordless cleaners, and premium smart home appliances. It began as a marginal supplier within...
Grab Q1 2026 earnings call transcript
Grab Holdings announced its Q1 2026 earnings this morning (4 May 2026 ET). After the earnings call, its pre-market share price rose slightly, by...
Why have ecommerce prices in SEA not reached the true floor?
And what is Temu/Pinduoduo's strategy to get a foothold?
