Our thoughts on Sea group’s 2022 Q3 results
Last night Asia time (15 November), Shopee’s parent company Sea Group released its Q3 earnings. The market seems to be responding positively - with...
[Seeing the unseen] Will Pinduoduo’s Temu beat SHEIN and Amazon in...
In Chinese tech, no incumbent can sit back and relax.
In recent weeks, the media has been filled with reports of Temu, an ecommerce app...
China’s top live commerce host sells US$2.9b at one single session...
For those outside China, Li Jiaqi, as China’s top live commerce host, is fascinating. With boyish good looks, he became famous selling lipsticks,makeup and...
Meesho’s “Job To Be Done”
This article is written by Visa Kannan, a partner at Saison Capital, and originally posted here. Republished on TheLowDown with the author’s permission.
Businesses have to constantly grow and part...
[New report] Shopee in Poland – the ecommerce hub of Europe
It has been more than a year since we published the Who is Shopee report, and what a different world we are in now.
Shopee, the...
E16 Low Level Barbarians: Singapore Migration, SEA Landscape, Shopee Layoffs, Funding...
Low Level Barbarians, co-hosted by Alex Le, Dave Chang, Jianggan Li and Andrew Gananantham, is a show that covers discussion and debate around trending topics from Asia on Asia....
What questions do you have about food delivery in Southeast Asia...
In January this year, we published our second annual installment of Food delivery in Southeast Asia report.
We mapped out the dynamics across different countries...
[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...
