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How Meituan survived the war against 1000 competitors?
What seems right might not last, vice versa
Signs that you have hired the wrong people
Some useful chicken soup
Is PIF, not Softbank, the de facto king of Global Ride Hailing Industry?
Softbank has invested huge sums of capital into ride hailing services over the years, beginning with a round of $210M in Ola in 2014...
Chinese VCs are running out of money?
VC activities in China have already been eyeball-grabbing: US$100m seed round for a startup, Series A to C within six months, etc.
However, the...
Softbank + Alibaba (SA) vs. Google + Tencent (GT)
It is a battle between the largest Chinese e-commerce platform versus dominating social media and gaming company, but not just Alibaba and Tencent alone...
Southeast Asia – More late-stage money available?
From 2016 to 2017, total VC investment in SEA rose from US $2.52 billion to $7.86 billion despite the fact that the number of...
How hard is it to beat Grab in Vietnam?
A horde of ride hailing players, domestic and foreign alike, are trying to chip away at Grab’s market share in Vietnam. But can they?
Grab...
Tencent goes to war with Toutiao
We have written quite a bit about Toutiao, a rising star in Chinese tech which has thus far escaped from the Shadows of Alibaba...
How much is Grab really worth
For investors, there is still huge upside potential; for management, the challenge is to realise this potential
Gojek’s aggressive expansion plans – Grab’s new nightmare?
US$500 million to grow beyond Indonesia is a lot of firepower. Can Grab keep up?