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E101 – The Impulso Podcast – Alibaba’s ecommerce merger mirrors Temu’s strategy?
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...
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...
E93 – The Impulso Podcast – Life after Rocket Internet: conversation with Blake Larson...
In the third and final part of our conversation with Blake Larson and Alexander Le, the three ex-rocket alumni turned founders reflect on life...
E90 – The Impulso Podcast – Closing the gap with China: Vietnam’s ecommerce growth?
In this episode of the Impulso Podcast, we leave the studio behind for Can Gio, a district set to become a major economic hub...
E81 – The Impulso Podcast – Where has all the fintech funding gone?
In the first half of 2023, 41% of tech investment in Southeast Asia went into digital financial services, a consistent trend with investment in...
E77 – The Impulso Podcast – Why is live commerce in Southeast Asia so...
In the latest episode of the Impulso podcast, we are joined by special guest Shawn Teow (who makes his podcast debut), diving deep into...
E60 – The Impulso Podcast – Omar Kassim on Middle East venture & investment...
Omar Kassim joins us in the latest episode of the Impulso podcast in a candid discussion about the current dynamics of the venture and...
[Press Release] Southeast Asia’s food delivery spend reached US$17.1B with Vietnam achieving the highest...
Southeast Asia’s total food delivery spend on platforms grew a modest 5.0% YoY to reach US$17.1B in 2023, mirroring the growth rate observed...
[New report] Transforming Alibaba: Understanding Alibaba’s most radical changes in history
In March 2023, following Jack Ma’s return to China, Alibaba announced its biggest restructuring in history. The group will be “split” into six independent...
Why do Alibaba’s acquisitions often fail?
"Shoot first, draw the target later"
