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E103 – The Impulso Podcast – Behind the Labubu craze: PopMart business explained
What is Labubu? Why are Pop Mart's blind boxes so addictive? From the thrill of unboxing to the cultural phenomenon of "ugly cute" characters,...
E99 – The Impulso Podcast – Shopee’s US$4.6 billion lending business
Building on our discussion of Sea Groups Q3 earnings, this week we unpack Sea Group’s US$4.6B loan book, which has grown 30% QoQ while...
E98 – The Impulso Podcast – Shopee’s in-house logistics: 4 billion parcels a year?
Sea Group announced expectation-beating earnings in Q3, sending stock prices up by 10%. A key highlight? SPX Express.
Has Shopee’s in-house logistics arm finally caught...
E96 – The Impulso Podcast – (Only) after $72B invested, VCs hitting reset in...
(Only) after pouring $72 billion into Southeast Asia, venture capitalists are hitting the reset button in Southeast Asia?
Lightspeed Ventures' report, Southeast Asia: Resetting Expectations,...
E92 – The Impulso Podcast – Impact of Rocket Internet in fragmented markets: conversation...
In the second part of our conversation with Blake Larson and Alexander Le, the three ex-Rocket Internet Alumni dive deeper into the fragmented Southeast...
E91 – The Impulso Podcast – Founders walk a lonely road: conversation with Blake...
In this episode of the Impulso podcast, Jianggan Li is joined by Blake Larson, Ex-Global Managing Director at Lalamove, and Alexander Le, Ex-Managing director...
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...
E89 – The Impulso Podcast – WTF is Carbon Accounting?!
ESG, GSG, and carbon accounting are more than just buzzwords—they are key factors in the transformation of modern businesses.
In this episode of the Impulso...
E87 – The Impulso Podcast – Chagee reenters Singapore
Chagee has returned in Singapore (after leaving earlier this year). Their grand opening drew massive crowds, with queues stretching for over an hour.
We did...
E85 – The Impulso Podcast – Delivery Hero losing grip?
When Delivery Hero acquired Baemin in 2021, the company was financially strong. However, Baemin is now struggling, losing market share to Coupang Eats and...
