[Seeing the unseen] Meituan is entering Hong Kong, will it beat...
End of last week, news broke out in China that Meituan, the largest food delivery platform in China (& the world by number of...
Grab seems to have simplified its strategy – will they execute...
Grab seems to have simplified its strategy - will they execute it well?
Last Tuesday (27 Sept), we published an article comparing the results and...
Grab, GoTo and Shopee – how do Southeast Asia’s tech giants...
After years of development, the market has come to a consensus that Southeast Asia’s consumer tech space is now dominated by three publicly listed...
Our thoughts on Shopee’s latest layoffs
Shopee announced more job cuts on Monday, 19 September. This is after a round of rescinded offers earlier in September and a round of...
[Seeing the unseen] How to interpret Sea Group CEO not taking...
This week, Sea Group’s CEO Forrest Li sent an internal note saying that the management will NOT take cash compensation until “the company reaches self...
Our thoughts on Pinduoduo’s ecommerce launch in the US
In the news: Pinduoduo is launching a new ecommerce app in the US called Temu. Read here for our thoughts and analysis.
What does the future hold for cross-border ecommerce? Off the Record...
What is the future of cross-border e-commerce, and what are the trends to watch? Read the key takeaways from “Off the Record: Behind SHEIN’s Success and Cross-border Trends”
Global cross-border ecommerce trends: Off the record with Momentum Works and...
Cross-border ecommerce has been booming even before SHEIN got on the scene, and its not just fast fashion. Read more about cross-border e-commerce, how it evolved and the current landscape.
Is SHEIN’s success replicable? Off the Record: with Momentum Works and...
How did SHEIN thrive in the competitive crossborder ecommerce space? Can the SHEIN playbook be replicated? Read the key takeaways from “Off the Record: Behind SHEIN’s Success”
