Sunday, February 28, 2021

What we discussed during “Chinese gold rush in Indonesia”

Thanks to all of you, investors, entrepreneurs and corporate decision makers, who showed up at our sharing session “Chinese gold rush in Indonesia” last...

Real reason for Alibaba’s US$2.9 billion investment in offline retailer

Alibaba Group today announced that it is making a US$2.87 billion investment into Sun & Art Group, a retail group in China that operates...

Fashion ecommerce in SEA, and why Zalora is struggling

Last month, Pomelo, a Bangkok-based online fashion brand, confirmed US$19 million funding led by JD.com, China’s second biggest ecommerce platform. This is shortly after Zilingo,...

Ezbuy’s Taobao accounts suspended: What it should have done

In October, we published an article on the viability of Ezbuy facing an onslaught of Taobao entering Southeast Asia through Lazada. Now in the light...

Lazada squeezes the likes of Ezbuy out in Southeast Asia

We have always been arguing that with the giants such as Alibaba, Lazada and JD.com entering the Southeast Asian market, smaller e-commerce platforms will...

Brands losing their grip in ecommerce era – or are they?

E-commerce has grown to be a powerful distribution channel for goods, and I believe it will continue to grow in weight and influence in...

Mobile payment in Southeast Asia – overview and trends – Part...

Who owns the future? The governments or the internet giants (or someone else)? In the first two parts of this analysis, we discussed why we...

Mobile payment in Southeast Asia – overview and trends – Part...

Plausible and implausible use cases for payment adoption in Southeast Asia In Part 1, we discussed why we couldn’t exactly replicate Alipay and Wechat in...

Mobile payment in Southeast Asia – overview and trends – Part...

Can someone replicate the success of Wechat Pay or Alipay? Our Chinese entrepreneur friends believe that the low penetration of banking services in South...

Decision making in a startup: give up some to gain more

Most startups a have limited runway, constantly running against time, market, and competition. It is imperative to ensure that the right person calls the...

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