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Half year review: Chinese and US tech companies continue to diverge

Nasdaq outperformed Hang Seng Tech, by a wide margin

Why do so many Western tech firms fail in China?

This commentary first appeared in CNA and was written by Jianggan Li. Republished with permission. You can access the other commentaries from Jianggan Li...

Our thoughts on Alibaba’s CEO & chairman change

Alibaba today announced that Joe Tsai and Eddie Wu, two co-founders, will succeed Daniel Zhang as Chairman & CEO for the Group respectively.  Our thoughts:  1....

Jack Ma reportedly meeting key Taobao/Tmall executives “with no agenda”

Late Post - a leading Chinese publication focused on in-depth reporting, revealed yesterday (19 June 2022) that Jack Ma had called for an ‘unofficial...

Temu is entering Southeast Asia?

Sooner or later

[New report] Ecommerce in Southeast Asia achieved ~US$ 100 billion GMV in 2022

Southeast Asia’s ecommerce sector endured strong headwinds in 2022. Despite all these, growth and competition continue, with the total GMV of Southeast Asia’s 9...

What does Temu’s rise mean for Amazon, SHEIN, Shopee and TikTok Shop? 

After launching in the US in Sept 2022, Temu has been aggressive in its global ambition - it has launched into 17 countries, and...

Temu now tops charts across Europe, North America and ANZ

Temu has taken the global ecommerce market by storm. Many of you might already know that Temu was reaching US$ 400 million of monthly...

What exactly are TikTok, Shopee, Lazada all trying to copy from Temu?

Temu, Pinduoduo’s cross border affiliate, has taken the global ecommerce market by a storm. In April, its 8th month since launching in the US...

TikTok Shop starts copying Temu… in the Middle East

On May 16 2023, TikTok Shop made an announcement that they would launch the “all-inclusive” consignment model (全托管模式) from cross border ecommerce targeting the...

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