Nvidia and generative AI: “During a gold rush, sell shovels”

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Nvidia and generative AI - “During a gold rush, sell shovels”.  "We are at the iPhone moment for AI" said Nvidia CEO, Jensen Huang during...

Our thoughts: GoTo’s 2022 Q4 and FY results

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On Monday (20 March), Indonesia’s GoTo released their 2022 Q4 and unaudited Full Year results. Interestingly (and probably not entirely unexpectedly), most investor friends...

[New report] The future, by ChatGPT

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ChatGPT, a generative AI tool developed by OpenAI, has accumulated more than 100m users within 2 months after its launch - faster than the...

Wardah & Huaxizi: Benchmarking cosmetic brands in Southeast Asia and China

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There has always been a lot of interest in the beauty sector across the world.  In Southeast Asia, beauty product is one of the key...

On GoTo’s layoffs before releasing Q4 2022 results

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This article was originally published in Chinese by Xu Zhang, translated into English by the MW team.  Last Friday (10 March), GoTo announced layoffs of...
Luckin Coffee Singapore

Luckin Coffee is launching in Singapore, will it do well?

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The article was originally published in Chinese by Xu Zhang, translated into English by the MW team.  China’s Luckin Coffee has started to expand globally...

Grab and SEA repay their debts, confident with their cash positions...

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Last week, during its earnings release, Grab announced that it had bought back $600 million of debt - part of its US$2 billion term...

Our thoughts on Sea Group’s 2022 Q4 and FY results

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Last night Asia time (7 March), Sea Group released their 2022 Q4 and Full Year results. Prior to the release, it seems the analyst...

[Seeing the unseen] Will generative AI make Chinese tech’s global expansion...

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In September last year, we talked about the surge of Chinese investors, entrepreneurs and tech executives  descending into Singapore.  The question asked then by many...


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