Our thoughts on Grab’s 2023 Q4 and Full Year results
On Thursday (22 Feb), Grab released financial results for the fourth quarter and the full year of 2023, recording a first quarterly profit -...
EP61 – The Impulso Podcast – What drives live commerce in...
China's live commerce industry is not just big—it's a trillion-dollar powerhouse with a vast ecosystem, encompassing MCNs, enablers, logistics, and more.
With only a month...
Our thoughts on Qoo10’s acquisition of Wish
As Temu appeared on the SuperBowl for the 2nd year, Wish is being sold to Singapore-based ecommerce platform Qoo10.
The price, according to the press...
E59 – The Impulso Podcast – Will DoorDash enter Southeast Asia,...
Last Wednesday (31 Jan), we held our online briefing “In focus: Food delivery platforms in Southeast Asia 2024” where we covered global developments, key...
E58 – The Impulso Podcast – Why Meituan CEO takes over...
Meituan has had a very challenging 2023, with its falling share price and intense competition from both Douyin and Pinduoduo.
Last Friday (2 Feb), Meituan...
Why are AI virtual hosts not yet dominant in live commerce?
In the past few Momentum Works immersion programmes to China, we have visited MCNs and spoken with executives which have embraced virtual hosts, and...
E57 – The Impulso Podcast – In focus: Food delivery in...
Momentum Works recently launched our 4th annual Food delivery platforms in Southeast Asia report and following the launch we also held an online sharing...
[Press Release] Southeast Asia’s food delivery spend reached US$17.1B with Vietnam...
Southeast Asia’s total food delivery spend on platforms grew a modest 5.0% YoY to reach US$17.1B in 2023, mirroring the growth rate observed...
Temu to allow local sellers in US and Europe from March...
Will it challenge Amazon and TikTok Shop more directly?
E56 – The Impulso Podcast – Temu to allow US local...
In the past few weeks, a poster has been circulating in the seller community outlining Temu's local sellers service model, set to debut on...
