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$4.6B loan book, which has grown 30% QoQ while...
China sends its 150,000,000,000th parcel this year
We all know that ecommerce parcel delivery in China is a big industry, powering the country’s gigantic online shopping sector, as well as the...
E98 – The Impulso Podcast – Shopee’s in-house logistics: 4 billion...
Sea Group announced expectation-beating earnings in Q3, sending stock prices up by 10%. A key highlight? SPX Express.
Has Shopee’s in-house logistics arm finally caught...
Shopee & Grab both had a solid quarter – can they...
Shopee parent Sea Group and Grab, Southeast Asia’ two largest listed tech platforms, both reported expectation-beating earnings yesterday (12 Nov 2024, Asia time).
The capital...
An ecommerce enabler in Southeast Asia is now valued over US$...
(This article was written on the 8th of November for the Chinese blog of Momentum Works on the Wechat platform, and was translated into...
Shopee’s highly-localised 11.11 videos
This article originally appeared in the Chinese blog of Momentum Works on Wechat platform, translated into English by the MW team.
While this year’s double...
E96 – The Impulso Podcast – (Only) after $72B invested, VCs...
(Only) after pouring $72 billion into Southeast Asia, venture capitalists are hitting the reset button in Southeast Asia?
Lightspeed Ventures' report, Southeast Asia: Resetting Expectations,...
