Didi attacks Uber’s two biggest cities globally
Last week’s announcement that Didi has agreed to take of control of 99 - Brazil’s homegrown ride hailing platform - confirmed the rumours that...
A US$30b company is challenging Didi in China
Didi is valued at US$56 billion with daily order of 25 million; while Meituan is valued at US$30 billion with daily order of 22 million.
Rise of niche ecommerce in SEA, probably to be captured by...
How Facebook is quietly positioning themselves to capture some of the ecommerce marketplace in Southeast Asia.
Uber is right to shrug off the ‘taxi company’ ruling
We always believed that with the present business model, Uber is essentially a big taxi business with a better customer experience rather than anything...
GrabPay is not making full use of its advantages
So GrabPay appointed a new CTO, Vikas Agrawal, who was previously with Paytm. Agrawal is to be based in Bangalore, more than 3000 kilometres...
Will Grab & Uber merge, with Softbank now a shareholder of...
By now you always know what is happening: Uber’s board is allowing Softbank to become a shareholder.
Probably a huge relief for early investors...
Lazada squeezes the likes of Ezbuy out in Southeast Asia
We have always been arguing that with the giants such as Alibaba, Lazada and JD.com entering the Southeast Asian market, smaller e-commerce platforms will...
Brands losing their grip in ecommerce era – or are they?
E-commerce has grown to be a powerful distribution channel for goods, and I believe it will continue to grow in weight and influence in...
Overlooked enabler of China’s last mile logistics success
What are the biggest enablers of China’s ecommerce and O2O boom?
Capital, technology, (huge) consumer base, rising consumption power, and (relatively) cheap labour?
Well, they...
Rein in the dynamics between disruption and regulation
In this age where new things keep coming out, it seems that regulators are always a step too fast or a step too slow....
