How did Isaac Newton become a failed investor?
This series is adapted, with permission, from a Chinese-language series by our friend Marcus Ji, who looks at historical events through an economic lens....
How PDD radically restructures China’s supply chain to support Temu
On 27 May 2026, PDD’s stock fell after its Q1 results. The issue was not that PDD had stopped growing. Revenue was still up...
Anta’s Puma Bet Shows What Chinese Consumer Companies Really Want Now
No longer about technology and market access
Temu joins hands with Europe’s national postal groups ahead of the...
A move to reduce regulatory risk
Our thoughts on DeliveryHero’s Q1 2022 results
Delivery Hero, a holding company of food delivery operators in multiple regions, released its Q1 2023 results last week. Share prices popped as a...
Shopee shuts down Poland, effectively ending pandemic-era expansion
Shopee has exited all new markets it had entered during the pandemics
