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Why many are sceptical about Amazon’s new discount service

Last week, Amazon announced it would open a dedicated section offering low cost, unbranded items shipped directly from China.  Reports from Chinese and international...

E82 – The Impulso Podcast – China’s 618 eCommerce Sales dropped or grew?

GMV of Chinese ecommerce during 6.18 dropped for the first time in 8 years, according to data platform Syntun. This was quickly picked up...

E78 – The Impulso Podcast – E78: Is TikTok Shop giving up overtaking Shopee?

Last week, both Sea Group and Grab released their Q1 2024 results, and the market responded positively - is tech in Southeast Asia recovering? Grab...

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...

What’s behind the rise of Chinese e-commerce platform Temu in the US?

This commentary first appeared on ChannelNewsAsia (CNA). Republished here with permission. You can access the other commentaries from Jianggan Li on CNA as well.  Advertisements...

E68 – The Impulso Podcast – Alibaba is giving up on new retail

Last week, Alibaba announced that Hou Yi, the founder of the Hema (or 'Freshippo') retail chain, will retire as CEO, to be replaced by...

E67 – The Impulso Podcast – Dmitry Levit & Boon Ping Chua on the...

After almost a decade, is winter finally here in Southeast Asia? Join us in our latest podcast episode featuring special guests Dimitry Levit and Boon...

Does Shopee have a moat?

Sea Group’s share price swung violently after 2024 Q4 and FY results were released yesterday - going up 13.6%, before nosediving 14.3% into the...

EP64 – The Impulso Podcast – Does Shopee have a moat?

Last night (4 March), Sea group published their 2023 Q4 and FY results, announcing its first profitable year. The market had mixed feelings -...

EP62 – The Impulso Podcast – What is the “right price” of Foodpanda for...

Grab recently published their 2023 Q4 and FY results, and during its earnings call, COO Alex Hungate confirmed that Grab is not pursuing acquiring...

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