“Real AI believers are quietly making money” – founder of Alibaba’s...
At a recent business conference, Chen Hang (陈航), founder and CEO of Alibaba’s productivity suite DingTalk, gave a keynote which sounded more like a...
China’s largest convenience store chain expands to Southeast Asia
40,000 stores in China - first outlets in Malaysia & Vietnam
How will AI disrupt ecommerce in Southeast Asia
We had a chat with a major client and industry expert and here's what we found.
[New report] Southeast Asia’s platform ecommerce reaches US$157.6B in 2025
Get our Ecommerce in Southeast Asia 2026 report to find out more
Pop Mart after Labubu – what Southeast Asia ecommerce can learn
Will consumers continue to seek emotional value from affordable, trendy toys?
Chinese regulators calling an end to the food delivery war again....
Fundamental reasons for the war
PDD (Temu parent) Q4 2025 earnings call transcript
Temu’s parent company, PDD Holdings announced their Q4 2025 earnings yesterday. After the earnings call, PDD’s share price rose by 4.6% compared to the...
Our thoughts on Grab’s acquisition of Foodpanda Taiwan
Taking its core food delivery business beyond Southeast Asia
Alibaba Q3 FY2026 earnings call transcript
Alibaba Group (BABA) announced their Q3 FY2026 earnings yesterday (19 March). This quarter’s performance missed estimates and share price closed 7.16% lower than the...
