Winners and losers of the TikTok-GoTo deal

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Today (11 Dec 2023), GoTo and TikTok announced a strategic partnership. Under the deal, TikTok Shop Indonesia will merge with Tokopedia, and TikTok will...

Why is Pinduoduo’s execution so strong?

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The following are excerpts from an article published in Chinese. The author, Dongqi Yu, is a renowned business commentator. The views and perspectives expressed...

An analysis of Temu’s cross border supply chain & logistics (1/2)

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Optimising costs and building bonded warehouses in Mexico

How did this company reach $280m sales in Live commerce?

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As TikTok Shop grows aggressively in Southeast Asia, live commerce is increasingly becoming an integral component of the ecommerce landscape in the region. We...

How strong is Pinduoduo’s execution?

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The following are excerpts from an article published in Chinese. The author, Dongqi Yu, is a renowned business commentator. The views and perspectives expressed...

Jack Ma congratulates PDD and rallies Alibaba employees to change

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"The original intention of making business easier should be to serve and achieve a greater public"

Should Meituan acquire Foodpanda? 

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Last week, Bloomberg reported that Meituan is in talks to acquire Foodpanda from Germany-based DeliveryHero.  This news came after German media reports that DeliveryHero and...

Alibaba: Jack Ma has not sold his shares

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Last week (November 16), there were media reports on Jack Ma selling 10 million Alibaba shares for $870.7 million.  This news coincided with Alibaba’s September...

Why do Alibaba’s acquisitions often fail?

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"Shoot first, draw the target later"

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