CrossASEAN Ground Zero - Food Panda Sale, Lazada Fundraising, ACommerce, and PropertyGuru's Loss
This week we look at the sale of Food Panda Taiwan to Uber and what is next for Southeast Asian operations, and we look at the management changes...
643 Views
Indonesian Strategy - Election Race Hots Up Amidst Profits Recovery
We explore the prospects across different sectors in Indonesia with a positive view on banks, retail, consumer staples, property, and Astra...
1.4k Views
E-Commerce Giants Rush to Roll Out ‘Full-Service’ Business Model
E-commerce platforms worldwide, including Chinese-owned fast-fashion rivals Shein and Temu, are embracing a novel business model that offers...
574 Views
SEA Digital Economy to Grow in 2022 Despite Headwinds: Report
Southeast Asia’s digital economy is poised to hit US$200 billion in gross merchandise value (GMV) in 2022 – three years earlier than predicted.
350 Views
The Week That Was in ASEAN@Smartkarma - Alfamart's Growth, Comfort Delgro, and The Keepers
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
408 Views