Grab seems to have simplified its strategy – will they execute...
Grab seems to have simplified its strategy - will they execute it well?
Last Tuesday (27 Sept), we published an article comparing the results and...
Is China’s IPO market bigger than the US now?
While the global equity market is in turmoil and many companies are postponing their IPO plans, China’s IPO market seems to be flourishing.
As of...
Will Mixue overtake McDonald’s as the world’s largest F&B chain?
"How does Mixue stack against global F&B chains like McDonald's, Subway, KFC, etc.?” - this was a common question we received from our community,...
Is HEYTEA’s premium bubble tea model sustainable?
Would someone queue for 7 hours to buy a cup of bubble tea? Well, HeyTea is one of the few brands that garnered this...
China’s largest drinks franchise opened 7,643 new stores last year
It seems that Mixue is still expanding rapidly - but can it continue to handle complexity and quality at scale?
[Seeing the unseen] Chinese investors driving Singapore hotel prices off the...
Have you tried to book a hotel room in Singapore this September?
Even before the F1 Weekend (after two years of absence!) the prices are...
Our thoughts on Shopee’s latest layoffs
Shopee announced more job cuts on Monday, 19 September. This is after a round of rescinded offers earlier in September and a round of...
The evolution of bubble tea
How did bubble tea come into existence? Let's trace the history of tea and how bubble tea came to be
[Seeing the unseen] How to interpret Sea Group CEO not taking...
This week, Sea Group’s CEO Forrest Li sent an internal note saying that the management will NOT take cash compensation until “the company reaches self...
