Shopee’s quick commerce is different from Blinkit or Meituan
In the earnings call of Shopee parent Sea Group last week, founder Forrest Li mentioned the growth of instant delivery in Southeast Asia, specifically:
“In...
Alibaba: will continue to invest in quick commerce
As we are entering the final months of 2025, a question remains for investors, analysts and ecosystem stakeholders following China’s expensive quick commerce war:...
How Maps Quietly Control the Modern Economy | Impulso E132
Most of us open our map apps every day, but have you ever stopped to think about how they actually work, or how little...
Shopee, SPX, Monee: Sea Group’s Engines Are Powering Ahead, but Eyes...
Shopee’s parent, Sea Group, delivered an impressive set of Q2 2025 results - net income grew 5x YoY, exceptional growth from Monee’s billion-dollar loan...
Outpaced and outbid: the squeeze on Southeast Asia’s ecommerce 3PLs
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.
Pinduoduo builds last mile parcel delivery stations in China
This article is a translated excerpt of a blog post posted on Photon Planet. Please note that the opinions expressed here are of the...
Cainiao Streamlines Focus and Reshapes Ties with Alibaba Platforms
In the last weeks of 2024, there were a number of rumours that Cainiao, Alibaba’s logistics affiliate, would go through a “massive restructuring”. A...
“Those who do not like Pinduoduo have never tried it”: mentor...
You might already know that Duan Yongping, a Chinese business and investment guru, has been a mentor of Pinduoduo founder Colin Huang.
Duan founded consumer...
