The FTC says Uber's stake in Grab could weaken competition. The problem is, competition has been weak for years.
Seven years at Ninja Van, three lessons: e-commerce logistics is still freight, nobody wins a price war, and a defensible ...
Sea Limited’s shares fell 9.09% on Tuesday, following the release of a letter from founder Forrest Li marking the 9th ...
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 ...
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 ...
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 ...
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 ...
Earlier this year, we published TikTok Shop in the U.S. 2024 detailing TikTok Shop’s performance and detailed data in products, categories, videos, influencers, and live. How has TikTok Shop evolved ...
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 ...
TikTok Shop’s global GMV reached about US$32.6 billion, according to numbers tabulated by video commerce data analytics firm Tabcut.com. The US became the biggest market for TikTok Shop, achieving ...