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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...
Our thoughts on Sea group’s 2022 Q3 results
Last night Asia time (15 November), Shopee’s parent company Sea Group released its Q3 earnings. The market seems to be responding positively - with...
Grab, GoTo and Shopee – how do Southeast Asia’s tech giants stack against each...
After years of development, the market has come to a consensus that Southeast Asia’s consumer tech space is now dominated by three publicly listed...
Our thoughts on Grab’s new Group CTO
What's next for Grab and its new CTO?
[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...
Our thoughts on Sea Group’s Q2 2022 results
A long journey
MissFresh CFO has been building community group buy in Indonesia under the radar
“Shooting mosquitoes with anti-aircraft missiles”
MissFresh debacle: does instant grocery delivery have a valid business model?
Huge TAM, tough game
After 5 years of ecommerce JV, will JD and Central Group part ways?
This article was originally published in Chinese on MW’s Wechat platform, and translated into English by the MW team.
Ever since China’s JD.com and Thailand’s...
