Shopee, SPX, Monee: Sea Group’s Engines Are Powering Ahead, but Eyes...
Shopee’s parent, Sea Group, delivered an impressive set of Q2 2025 results - net income grew 5x YoY, exceptional growth from Monee’s billion-dollar loan...
Despite tariffs, Temu and SHEIN continue to grow?
Chinese business outlet reported both companies still maintained double digit growth in the first half of 2025.
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...
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...
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.
Is POPMart engineering a soft landing for Labubu? | Impulso E127
In this episode of the Impulso podcat, we talk about why chinese customs are locking down on fake Labubus, and what this might mean for Popmart.
How does Beijing really see China’s quick commerce subsidy war?
China’s quick commerce giants hit 230M+ daily orders amidst a subsidy war, but the Beijing government's stance is nuanced. People’s Daily praises short-term gains for consumers and small shops—while warning that only innovation ensures long-term success.
Why would Luckin Coffee’s owner want to buy Starbucks China?
Centurium Capital, which controls Luckin Coffee, is bidding for Starbucks China in a potential $10B deal.
It’s a strategic move to block rivals and control both premium (Starbucks) and value (Luckin) segments.
If successful, Centurium could dominate China’s coffee market—and put pressure on budget players like Mixue.



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