Ecommerce

Sea Group’s Q2 net income jumped 5x YoY, yet analysts fixated on Brazil without asking about TikTok Shop.

Chinese business outlet reported both companies still maintained double digit growth in the first half of 2025.

Earlier this year, we published TikTok Shop in the U.S. 2024 detailing TikTok Shop’s performance and detailed data in products, categories, videos, influencers, and...

Two weeks from now marks Singapore’s 60th birthday with a grand National Day Parade (NDP). During last week’s NDP rehearsal, in addition to the...

China’s quick commerce giants hit 230M+ daily orders amidst a subsidy war, but the Beijing government's stance is nuanced. People’s Daily praises short-term gains for consumers and small shops—while warning that only innovation ensures long-term success.

In the new episode of the Impulso Podcast, we talk about our Ecommerce in Southeast Asia 2024, as well as some of our predictions on what we think this means for industry players in the future.

In this episode of the Impulso podcast, we talk about how AI can unlock up to US$131 billion annual ecommerce GMV in Southeast Asia by 2030, and how AI has been influencing consumers in ecommerce.

Southeast Asia’s ecommerce logistics is consolidating fast. In 2024, J&T, SPX, and Lazada Logistics handled 60% of parcel volume, squeezing out smaller 3PLs. Unlike China, where sellers choose delivery partners, Southeast Asia’s platform-controlled model is creating a winner-takes-most dynamic.

Will it distract Meituan's global expansion?

Parcels to Gobi desert