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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 JD potentially exiting Thailand and Indonesia
JVs are never easy
Your questions on “Off the record: Shopee’s turbulent 2022” answered
On competition, Sea Capital, Tencent and take rates
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...
[Seeing the unseen] Will Pinduoduo’s Temu beat SHEIN and Amazon in the US?
In Chinese tech, no incumbent can sit back and relax.
In recent weeks, the media has been filled with reports of Temu, an ecommerce app...
Singapore companies and workers face up to tough times for global tech
This commentary first appeared in The Straits Times and was written by Yorlin Ng, COO of Momentum Works & Head of Momentum Academy and Ih-Ming...
[New Report] What do ByteDance, Meituan and Pinduoduo have in common?
In our new report on Tech leaders with Chinese characteristics, we explore how history and Mao Zedong’s strategies shaped Chinese tech leaders’ strategies and characteristics....
Our thoughts on Shopee’s latest layoffs
Shopee announced more job cuts on Monday, 19 September. This is after a round of rescinded offers earlier in September and a round of...
[Seeing the Unseen ] Tik Tok, and the root of Shopee’s current challenges
"The only important factor here is: whether Shopee is able to build an effective organisational and execution structure in each market."
Yusuf Yu, on...
Our thoughts on Sea Group’s Q2 2022 results
A long journey
