Six months ago, we made these ecommerce predictions. Here’s what’s already...
About six months ago, we published a set of predictions on how ecommerce in Southeast Asia would evolve over the next 18 months.
Some were...
The Secrets Behind SHEIN’s Success | Impulso E134
Jianggan and Kaifei return to discuss how Chinese companies adapt their domestic playbooks for overseas markets, using Shein as a case study to explain...
China just passed 180 billion parcels — and changed global ecommerce
China has officially crossed 180 billion ecommerce parcels so far this year, according to the State Post Bureau. At this pace, China will ship...
Temu joins hands with Europe’s national postal groups ahead of the...
A move to reduce regulatory risk
Alibaba Q2 FY2026 earnings call transcript/minutes
Alibaba Group (BABA) announced their Q2 FY2026 earnings yesterday (26 November).
The 2 major highlights of this quarter’s earnings call were Alibaba Cloud’s AI business...
In a world obsessed with AI, why PDD/Temu refuses to talk...
In a world obsessed with AI, Temu parent PDD group again looks like an anomaly.
PDD Group announced their Q3 earnings last week. Again the...
Shopee’s quick commerce is different from Blinkit or Meituan
In the earnings call of Shopee parent Sea Group last week, founder Forrest Li mentioned the growth of instant delivery in Southeast Asia, specifically:
“In...
Sea Limited (SE) Q3 2025 earnings call transcript
Sea Group announced their Q3 2025 earnings last week (11 November 2025). The market has reacted negatively, sending the price down more than 8%...
For brands, Double 11 is a grind
We couldn’t resist sending this out on 11.11 itself - the day that started it all.
Since its invention by Alibaba in 2009, Double 11...
