E68 – The Impulso Podcast – Alibaba is giving up on...
Last week, Alibaba announced that Hou Yi, the founder of the Hema (or 'Freshippo') retail chain, will retire as CEO, to be replaced by...
Alibaba is giving up on Hema and offline retail?
Last week, Alibaba announced that Hou Yi, the founder of Hema (or “Freshippo”) retail chain, will retire as CEO, replaced by CFO Yan Xiaolei.
The...
E67 – The Impulso Podcast – Dmitry Levit & Boon Ping...
After almost a decade, is winter finally here in Southeast Asia?
Join us in our latest podcast episode featuring special guests Dimitry Levit and Boon...
EP66 – The Impulso Podcast – TikTok has no good options
Yesterday, the US House of Representatives overwhelmingly passed a Bill dubbed the “Protecting Americans From Foreign Adversary Controlled Applications Act,” that would give ByteDance...
EP65 – The Impulso Podcast – Will health labels reduce bubble...
Is Shanghai mirroring Singapore's nutritional labelling approach?
Recently, Bawang Tea Ji's (Chagee) Shanghai store has introduced a "Nutritional Choice" logo on all its beverages -...
[New report] Who is Mixue – World’s 4th largest F&B chain,...
Over the last two years, Mixue Group, China’s biggest freshly-made drinks company, has emerged as the 4th largest in the world - with 36,000...
Does Shopee have a moat?
Sea Group’s share price swung violently after 2024 Q4 and FY results were released yesterday - going up 13.6%, before nosediving 14.3% into the...
EP64 – The Impulso Podcast – Does Shopee have a moat?
Last night (4 March), Sea group published their 2023 Q4 and FY results, announcing its first profitable year. The market had mixed feelings -...
Apple made “absolutely right strategic choice” to give up on cars,...
AI would make Apple a 10 trillion dollar company
EP62 – The Impulso Podcast – What is the “right price”...
Grab recently published their 2023 Q4 and FY results, and during its earnings call, COO Alex Hungate confirmed that Grab is not pursuing acquiring...
