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Sharing: how did Befriends MCN achieve US$4.8b sales
Befriends (交个朋友), one of the largest live commerce MCNs in China, has seen its cumulative sales through its live channel surpasse CNY 35 billion...
E73 – The Impulso Podcast – The 2nd phase of live commerce & the...
“In China’s online business, one or two years is not a very long time… it changes so fast.” - - Connor Li shares insights...
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.
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E70 – The Impulso Podcast – Succession – successful tech founders’ dilemma
From Alibaba to Meta, and now Meituan, it seems like founders and co-founders can’t retire.
Wang Huiwen's recent return to Meituan, albeit as a part-time...
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...
Grab is buying back shares, but not Foodpanda?
Last Thursday (22 Feb), Grab released its 2023 Q4 and FY earnings, recording its first quarterly profit of US$11 million – benefiting from an...
EP61 – The Impulso Podcast – What drives live commerce in China to be...
China's live commerce industry is not just big—it's a trillion-dollar powerhouse with a vast ecosystem, encompassing MCNs, enablers, logistics, and more.
With only a month...
E59 – The Impulso Podcast – Will DoorDash enter Southeast Asia, and other questions...
Last Wednesday (31 Jan), we held our online briefing “In focus: Food delivery platforms in Southeast Asia 2024” where we covered global developments, key...
