The FTC says Uber's stake in Grab could weaken competition. The problem is, competition has been weak for years.
Sea Limited’s shares fell 9.09% on Tuesday, following the release of a letter from founder Forrest Li marking the 9th ...
Seven years at Ninja Van, three lessons: e-commerce logistics is still freight, nobody wins a price war, and a defensible ...
Southeast Asia’s content commerce GMV is on track to reach US$77.9 billion in 2026. But as live commerce becomes mainstream, the harder questions are starting to emerge: Is it really incremental? Can ...
Southeast Asia’s content commerce GMV is on track to reach US$77.9 billion in 2026. But as live commerce becomes mainstream, the harder questions are starting to emerge: Is it really incremental? Can ...
Southeast Asia’s content commerce GMV is on track to reach US$77.9 billion in 2026. But as live commerce becomes mainstream, the harder questions are starting to emerge: Is it really incremental? Can ...
On 5 Feb, Meituan announced the acquisition of the Chinese business of dark store operator Dingdong Maicai (NYSE: DDL). You can read our analysis of the acquisition, as well as its significance to ...
This article was originally published in Chinese by Runze Dai of Leiphone, translated and republished with the author’s permission. You can also refer to Momentum Works’ “Who is Temu” and “Who is ...
Southeast Asia’s food delivery market continued its rebound in 2025, with platform GMV growing 18% year-on-year to reach US$22.7 billion, up from 13% growth in 2024. This marks the second consecutive ...
Ecommerce in Southeast Asia is no longer a land grab – it’s a margin game, with all the players focusing their competition not on vouchers and discounts, but on service level, efficiency and ...
Alibaba Group (BABA) announced their Q3 FY2026 earnings yesterday (19 March). This quarter’s performance missed estimates and share price closed 7.16% lower than the previous trading day. Earlier this ...
Southeast Asia’s ecommerce market just hit US$157.6 billion, growing 22.8% in 2025, the fastest pace in four years. But here’s the twist: the faster it grows, the less room there is for almost ...