Southeast Asia

Sea Group’s Q2 net income jumped 5x YoY, yet analysts fixated on Brazil without asking about TikTok Shop.

Scandal after scandal has rocked the ecosystem, and now the TaniHub probe has led to the detention of three high-profile executives. Why did this happen—and what must the ecosystem do next?

Grab’s latest results reinforce a now-familiar narrative: steady GMV, growing user base, and deeper monetisation plays.

Two weeks from now marks Singapore’s 60th birthday with a grand National Day Parade (NDP). During last week’s NDP rehearsal, in addition to the...

Luckin Coffee isn’t just selling coffee—it’s building a replicable, data-driven retail system.

Meituan’s Keeta is expanding into Brazil and the Middle East after strong gains in Saudi Arabia. There are many speculatipns on whether or not it will enter Southeast Asia. - we think it seems to be only a matter of time.

In the new episode of the Impulso Podcast, we talk about our Ecommerce in Southeast Asia 2024, as well as some of our predictions on what we think this means for industry players in the future.

In this episode of the Impulso podcast, we talk about how AI can unlock up to US$131 billion annual ecommerce GMV in Southeast Asia by 2030, and how AI has been influencing consumers in ecommerce.

What we could learn from J&T’s Q2 results

Southeast Asia’s ecommerce logistics is consolidating fast. In 2024, J&T, SPX, and Lazada Logistics handled 60% of parcel volume, squeezing out smaller 3PLs. Unlike China, where sellers choose delivery partners, Southeast Asia’s platform-controlled model is creating a winner-takes-most dynamic.