Our thoughts on Sea Group’s 2022 Q4 and FY results
Last night Asia time (7 March), Sea Group released their 2022 Q4 and Full Year results. Prior to the release, it seems the analyst...
[Review] MW-01VC joint event: How to make 2023 a better year...
2022 was a brutal year for tech companies, but there were some bright spots in e-commerce companies. Pinduoduo in particular was doing pretty well...
[Seeing the unseen] Will generative AI make Chinese tech’s global expansion...
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...
China’s internet giants: The nuts and bolts of going global
Written by Prof. Guoli Chen from INSEAD and Jianggan Li from Momentum Works based on the book Seeing the Unseen: Behind Chinese Tech Giants’...
Initial coin offerings deserve a rethink
This article is written by Don Phan, and originally posted here. Republished on TheLowDown with the author’s permission.
In the fallout over FTX, U.S. Senate...
Our thoughts on Grab’s 2022 Q4 and FY earnings
Last week, Grab announced their 2022 Q4 and FY earnings. Overall the numbers are positive - especially on the path to profitability which has...
[Report] Tech Investments in Southeast Asia H1 2022
2022 was not, by any means, a great year for the global tech industry.
For the past year, there has been a growing number of...
The new variant in Indonesia: “Mixue fever”
Recently, I went back home (Indonesia) to celebrate the Lunar New Year with my family, and one thing that significantly catches my attention is...
How corporates can learn from the messiness of Don Don Donki
If you are from Japan or Southeast Asia, hearing the word “Don Don Donki”, will immediately bring you to this song:
https://www.youtube.com/watch?v=h85abaDID-E
Don Don Donki (Don...
[Seeing the unseen] Why are Chinese tech giants missing from the...
In 2015, Tencent sponsored the (Lunar) New Year Gala by CCTV, China’s state-owned broadcaster, to promote the WeChat payment.
The format, which is getting users...
