E101 – The Impulso Podcast – Alibaba’s ecommerce merger mirrors Temu’s...
On 21 November, two stories rocked China’s ecommerce scene, with global implications.
In this episode, we discuss the first story: Alibaba Group’s announcement to merge...
How J&T Express disrupted ecommerce logistics in Mexico
With the growth of SHEIN, Temu and ecommerce in general in Latin America, many Chinese ecommerce logistics companies expanded into the market to provide...
[Press release] Singapore’s Platform Workers Act may cost the platform industry...
SINGAPORE, 28 November 2024 – According to a new report by Momentum Works, Singapore’s Platform Workers Act could lead to an annual cost increase...
[New report] Transforming on demand platform work
Globally, nearly 100 million people rely on on demand platforms - ride-hailing, food delivery and on demand delivery - for income, either by ferrying...
E100 – The Impulso Podcast – China ecommerce parcel volume surpassed...
In our 100th episode of Impulso Podcast, we unpack China’s milestone of delivering 150 Billion parcels in just one year - that’s enough parcels...
Our thoughts on Alibaba restructuring and PDD earnings
On 21 November, two stories rocked China’s ecommerce scene, with global implications.
First was Alibaba Group’s announcement to merge its domestic Chinese and international ecommerce...
E99 – The Impulso Podcast – Shopee’s US$4.6 billion lending business
Building on our discussion of Sea Groups Q3 earnings, this week we unpack Sea Group’s US$4.6B loan book, which has grown 30% QoQ while...
China sends its 150,000,000,000th parcel this year
We all know that ecommerce parcel delivery in China is a big industry, powering the country’s gigantic online shopping sector, as well as the...
E98 – The Impulso Podcast – Shopee’s in-house logistics: 4 billion...
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...
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...
