Intelligence
A deeper read on Asia’s business models.
By operators, for operators and investors.
What you'll get
A closer read on how companies & business models move.
01
TIMELY PERSPECTIVES
Our take on the developments that could change how a company, industry or business model is understood.
02
OPERATING LOGIC
Deep analysis of the economics, organisational choices and competitive dynamics behind the headlines.
03
CROSS-MARKET PATTERNS
What travels across markets, what needs adapting, what breaks — and why.
Latest dispatches
What we’re reading into now.
Ecommerce
Shopee is adding hundreds of short dramas to its shopping app. Why, and why now?
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Ecommerce
Temu's private-label push is a necessity, not a choice, for PDD
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Food delivery
Keeta’s Brazil court win exposes the fight for key restaurants
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Robotics
What we heard from China's AI and robotics investors
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Logistics
Europe is dismantling the direct-from-China ecommerce model
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Ecommerce
Is Whatnot a threat to TikTok Shop’s ambitions in the U.S., and vice versa?
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