Our thoughts on the scandals in Indonesia’s VC-startup ecosystem
Scandal after scandal has rocked the ecosystem, and now the TaniHub probe has led to the detention of three high-profile executives. Why did this happen—and what must the ecosystem do next?
Our thoughts on Grab’s 2025 Q2 results
Grab’s latest results reinforce a now-familiar narrative: steady GMV, growing user base, and deeper monetisation plays.
Insta360 founder explains why it is challenging DJI in drone market
Insta360, the giant in the action & 360 camera market, just announced the launch of its first-ever drone product ‘Antigravity’ on 28 July.
Insta360 is...
[New report] TikTok Shop doubles global GMV in H1 2025, with...
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...
Behind $0 Bubble tea in china: China’s quick commerce war explained...
The quick commerce war happening in China right now has seen billions of dollars spent. There have been a record number of subsidies pumped...
Shopee to send contingent marching after troops on Singapore’s National Day
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...
How can Luckin Coffee launch 119 new drinks in a year
What do you get when a "tech" company makes coffee? 119 new drinks a year — and a Cheese Latte that breaks the internet
The peculiar state of China’s deep tech startups
Many of China’s deep tech startups are having a deeply tough time. Many of these companies, founded by industry-leading researchers and funded by expectant...
[New report] How Luckin Coffee went from scandal to 24,000+ stores...
Luckin Coffee isn’t just selling coffee—it’s building a replicable, data-driven retail system.
Will Meituan’s Keeta come to Singapore, or Southeast Asia?
Meituan’s Keeta is expanding into Brazil and the Middle East after strong gains in Saudi Arabia. There are many speculatipns on whether or not it will enter Southeast Asia. - we think it seems to be only a matter of time.
