Off the record: Shopee’s turbulent 2022: Recap part 1 of 5
Shopee, the largest ecommerce platform in Southeast Asia, was in an all out expansion mode (new markets, new verticals) in 2021 – and its...
[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...
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 This is after a round of rescinded offers earlier in September and a round of...
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.
