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What 11.11 Singles’ Day sales no longer say about China’s economy
This commentary first appeared on ChannelNewsAsia (CNA). Republished here with permission. You can access the other commentaries from Jianggan Li on CNA as well.
On Nov 12, 2020,...
E100 – The Impulso Podcast – China ecommerce parcel volume surpassed 150 billion this...
In our 100th episode of Impulso Podcast, we unpack China’s milestone of delivering 150 Billion parcels in just one year - that’s enough parcels...
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...
Shopee & Grab both had a solid quarter – can they grow further?
Shopee parent Sea Group and Grab, Southeast Asia’ two largest listed tech platforms, both reported expectation-beating earnings yesterday (12 Nov 2024, Asia time).
The capital...
Shopee’s highly-localised 11.11 videos
This article originally appeared in the Chinese blog of Momentum Works on Wechat platform, translated into English by the MW team.
While this year’s double...
E95 – The Impulso Podcast – How Meituan overtook FoodPanda in Hong Kong, and...
Earlier in September, Meituan went live in Saudi Arabia under its global brand, Keeta.
This comes more than a year after Meituan entered its first...
Is ByteDance reflecting on its ecommerce strategy?
Many ecommerce ecosystem stakeholders we spoke to have been puzzled by TikTok Shop’s prolonged focus on profitability this year.
Earlier this year, TikTok Shop reduced...
E94 – The Impulso Podcast – Disneyland or Cyberpunk: how does this Chinese restaurant...
Wenheyou (文和友), a Chinese restaurant often dubbed the "Disneyland of Chinese cuisine", serves over 40,000 diners a day!
The 6-story restaurant (located in Changsha, China)...
Temu launches in Vietnam
Temu has launched in Vietnam and Brunei, bringing the ecommerce platform’s number of markets in Southeast Asia to 5.
The ecommerce platform started its first...
