E98 – The Impulso Podcast – Shopee’s in-house logistics: 4 billion...

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Sea Group announced expectation-beating earnings in Q3, sending stock prices up by 10%. A key highlight? SPX Express.  Has Shopee’s in-house logistics arm finally caught...

Shopee & Grab both had a solid quarter – can they...

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Shopee parent Sea Group and Grab, Southeast Asia’ two largest listed tech platforms, both reported expectation-beating earnings yesterday (12 Nov 2024, Asia time).  The capital...

E97 – The Impulso Podcast – US election, Xi meets Modi,...

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Trump returns to the White House, Mr Modi meets President Xi in Russia. Are businesses ready to survive a world of shifting alliances and...

An ecommerce enabler in Southeast Asia is now valued over US$...

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(This article was written on the 8th of November for the Chinese blog of Momentum Works on the Wechat platform, and was translated into...

Shopee’s highly-localised 11.11 videos

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This article originally appeared in the Chinese blog of Momentum Works on Wechat platform, translated into English by the MW team. While this year’s double...

E96 – The Impulso Podcast – (Only) after $72B invested, VCs...

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(Only) after pouring $72 billion into Southeast Asia, venture capitalists are hitting the reset button in Southeast Asia?  Lightspeed Ventures' report, Southeast Asia: Resetting Expectations,...

Cotti Coffee opens 10,000th store, aiming for another 40,000 in 2025

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Cotti Coffee, China’s 2nd largest coffee chain by store count, celebrated its 2nd anniversary last week. To mark this occasion, Cotti announced the opening...

E95 – The Impulso Podcast – How Meituan overtook FoodPanda in...

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Earlier in September, Meituan went live in Saudi Arabia under its global brand, Keeta. This comes more than a year after Meituan entered its first...

Temu receives endorsement from China’s official news agency

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Temu, the global arm of PDD holdings, seems to have received an endorsement from China’s official Xinhua news agency.  The article, entitled “From 0 to...

Is ByteDance reflecting on its ecommerce strategy?

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Many ecommerce ecosystem stakeholders we spoke to have been puzzled by TikTok Shop’s prolonged focus on profitability this year.  Earlier this year, TikTok Shop reduced...

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