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[Seeing the unseen] In 2023, Chinese tech giants’ involution will spill over globally
In the final weeks of 2022, the predictions on China were gloomy (as with the rest of the world): covid spreading widely, disrupted supply...
[Seeing the unseen] How should a Southeast Asian founder pitch to a Chinese investor
It is the end of the year again - where tired people catch up for the last drink before heading off to their respective...
What is Shopee’s future in Southeast Asia? Recap part 5 of 5
Shopee, the largest ecommerce platform in Southeast Asia, was in an all out expansion mode (new markets, new verticals) in 2021 – and its...
Will Mixue overtake McDonald’s as the world’s largest F&B chain?
"How does Mixue stack against global F&B chains like McDonald's, Subway, KFC, etc.?” - this was a common question we received from our community,...
China’s largest drinks franchise opened 7,643 new stores last year
It seems that Mixue is still expanding rapidly - but can it continue to handle complexity and quality at scale?
[Seeing the unseen] How to interpret Sea Group CEO not taking salary in current...
This week, Sea Group’s CEO Forrest Li sent an internal note saying that the management will NOT take cash compensation until “the company reaches self...
Indonesia’s next unicorns are dying?
Lot of opportunities, hard to invest
What does the future hold for cross-border ecommerce? Off the Record with Momentum Works...
What is the future of cross-border e-commerce, and what are the trends to watch? Read the key takeaways from “Off the Record: Behind SHEIN’s Success and Cross-border Trends”
Is SHEIN’s success replicable? Off the Record: with Momentum Works and 01VC – Part...
How did SHEIN thrive in the competitive crossborder ecommerce space? Can the SHEIN playbook be replicated? Read the key takeaways from “Off the Record: Behind SHEIN’s Success”
MissFresh debacle: does instant grocery delivery have a valid business model?
Huge TAM, tough game
