What 11.11 Singles’ Day sales no longer say about China’s economy
This commentary first appeared on ChannelNewsAsia (CNA). Republished here with permission. You can access the other commentaries from Jianggan Li on CNA as well.
On Nov 12, 2020,...
The impact of SHEIN’s slowdown
SHEIN has been a success in reforming the apparel supply chain and offering consumers across the world a vast selection at very low prices....
E102 – The Impulso Podcast – Behind Pinduoduo’s ¥10 billion merchant...
On 21 November, two stories rocked China’s ecommerce scene, with global implications.
(In the previous episode, we discussed the first story: Alibaba’s merger of its...
E101 – The Impulso Podcast – Alibaba’s ecommerce merger mirrors Temu’s...
On 21 November, two stories rocked China’s ecommerce scene, with global implications.
In this episode, we discuss the first story: Alibaba Group’s announcement to merge...
E100 – The Impulso Podcast – China ecommerce parcel volume surpassed...
In our 100th episode of Impulso Podcast, we unpack China’s milestone of delivering 150 Billion parcels in just one year - that’s enough parcels...
Our thoughts on Alibaba restructuring and PDD earnings
On 21 November, two stories rocked China’s ecommerce scene, with global implications.
First was Alibaba Group’s announcement to merge its domestic Chinese and international ecommerce...
E99 – The Impulso Podcast – Shopee’s US$4.6 billion lending business
Building on our discussion of Sea Groups Q3 earnings, this week we unpack Sea Group’s US$4.6B loan book, which has grown 30% QoQ while...
China sends its 150,000,000,000th parcel this year
We all know that ecommerce parcel delivery in China is a big industry, powering the country’s gigantic online shopping sector, as well as the...
E98 – The Impulso Podcast – Shopee’s in-house logistics: 4 billion...
Sea Group announced expectation-beating earnings in Q3, sending stock prices up by 10%. A key highlight? SPX Express.
Has Shopee’s in-house logistics arm finally caught...
Shopee & Grab both had a solid quarter – can they...
Shopee parent Sea Group and Grab, Southeast Asia’ two largest listed tech platforms, both reported expectation-beating earnings yesterday (12 Nov 2024, Asia time).
The capital...
