What does Mixue have in common with Temu and J&T?
Mixue, China’s and world’s largest F&B chain by store count, went public in Hong Kong Stock Exchange. The market was obviously excited - the...
How AI humans are killing marketing | Impulso E112
AI is taking over the world by storm, and AI generated humans are becoming more popular. What does this mean for the ecosystem?
In this...
My thoughts on “1b Indian consumers have no spending power”
I just read, with great pleasure, the newly released Blume Ventures report on India. The report has been widely discussed amongst friends of Momentum...
Discover Vietnam’s Ecommerce & Retail Boom with MW Vietnam Immersion Cohort...
Vietnam is not just Southeast Asia’s fastest-growing economy (7.4%) but also its fastest-growing ecommerce market (53.8%). Ho Chi Minh City, driving 23% of the...
“Big company disease is inevitable, but it can be delayed”: conversation...
This interview was extracted from an interview with Kaifei during the Impulso Podcast E110 “From China to the world: Temu’s low price strategy decoded”.
There...
How China’s Biggest MCN Is Transforming Live Commerce with DeepSeek
Two days ago, Be Friends MCN 交个朋友 (HKEX: 1450), a leading Chinese live commerce platform, announced it has embedded DeepSeek’s advanced language model into...
ShopeeFood overtakes Gojek in food delivery
ShopeeFood riders in Bandung, Indonesia
Shopee’s food delivery business kept growing at a rapid pace, even though the management of Sea Group (Shopee’s parent) stopped...
[New report] Food delivery growth in Southeast Asia accelerated to 13%...
Southeast Asia’s food delivery market experienced accelerated growth to reach US$19.3 billion in 2024, a 13% YoY growth from 2023. This happened after two...
[Press Release] Southeast Asia’s Food Delivery Spend Reaches US$19.3B with Vietnam...
Southeast Asia’s total food delivery spend on platforms grew 13% YoY to reach US$19.3B in 2024, marking a significant acceleration from the 5%...
Live-selling cars in malls? China’s EV retail strategy | Impulso E111
BYD is now outselling automotive giants like Toyota and Volkswagen in China. But beyond the numbers, a bigger shift is happening—Chinese EV brands are...
