Smartkarma Originals
In-Depth Analysis: Google's E-Conomy SEA Report Underestimates Southeast Asia's Digital Potential
A Deep Dive into the e-Conomy SEA Report's AssumptionsThe e-Conomy SEA report is a widely cited annual study on the state of Southeast Asia's...
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Vipshop: Turned the Corner, but Caveat Emptor
Vipshop Holdings (VIPS US) share price doubled in the last twelve months, making the stock and Pin Duo Duo the top two performers in the Asian...
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JD.com: Spreading Its Wings
JD.com Inc (ADR) (JD US) will likely be the first of the Chinese e-commerce platforms to report its 1Q20 operating results in the second week of...
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(Mostly) Asia M&A: April 2020 Roundup
For the month of April, just six new deals were discussed on Smartkarma with an overall announced deal size of ~US$9.4bn. Clicking on the...
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China E-Commerce as a Supermarket Play
COVID-19 is having a devastating human and economic impact across the globe. However, supermarkets and grocery delivery businesses (thanks to the...
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