[New report] TikTok Shop U.S. GMV grew 68% to reach US$15.1B...
the ecosystem moves into a new phase
Momentum Works’ 10 predictions for Southeast Asia 2026
A clarity exercise on the trends and dynamics that might shape Southeast Asia's digital commerce, retail and tech-driven transformation in 2026
What your reflections revealed about 2026
Before the year ended, we asked you one simple question:
Looking back at 2025, what is one moment, shift, or realisation - whether in Southeast...
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...



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![[New report] TikTok Shop U.S. GMV grew 68% to reach US$15.1B in 2025](https://thelowdown.momentum.asia/wp-content/uploads/2026/02/TikTok-Shop-in-the-U.S.-2025_MW_Tabcut_Feb-2026-324x235.jpg)














