Meituan enters the U.S. market, but not via food delivery thelowdown.momentum.asia/meituan-enters…

utterly ironic

The economy of Guangdong province is slightly bigger than that of Brazil

Mixue starts selling beer — at just US$0.8 a pint? thelowdown.momentum.asia/mixue-starts-s…

Keeta CEO promoted to Meituan's top decision body - the S-team: thelowdown.momentum.asia/keeta-ceo-join…

Can Shopee parent really become a trillion-dollar company? thelowdown.momentum.asia/can-shopee-par…

On the new #impulsopodcast, Jianggan and Shaolin (co-founder of NextBillion.ai) dive deep into the invisible world of mapping technology, the infrastructure powering everything from ride-hailing to food delivery, and explore why keeping maps accurate is one of tech’s

Shopee’s quick commerce is different from Blinkit or Meituan thelowdown.momentum.asia/shopees-quick-…

In this episode of the #ImpulsoPodcast, Sophia and Jianggan unpack why this humble #Hongguang Mini EV has become a nationwide phenomenon and a global export success. From social media fame to clever product strategy, this little car offers a window into how China builds for real

Meituan Q3 2025 earnings call transcript thelowdown.momentum.asia/meituan-q3-202…

GOFO Express has daily order volume surpassing 2.5mil thelowdown.momentum.asia/gofo-express-h…

Is #Pinduoduo in regulatory trouble? 👀 Some investors are worried about reports of tension between Pinduoduo executives and Chinese regulators in Shanghai. But the signals suggest this may not be a major issue. #regulation #tech #emergingmarkets #ecommerce #investorinsights

A few SEA founders I spoke to yesterday felt melancholic after hearing the Meta acquisition of Manus yesterday. The main problem is that in Southeast Asia, you can easily make a profitable business but you will become farther and farther away from “changing the world”. Do you

这才是下象棋的最高境界……🤨

China launches investigation in food delivery competition thelowdown.momentum.asia/china-launches…

SEA food delivery in 2025: 1. Regional GMV hits US$ 22.7B (+15% YoY) 2. Grab leads with 55% regional market share 3. ShopeeFood overtakes foodpanda to become #2 4. Thailand experiences largest growth (22% YoY) #FoodDelivery #SoutheastAsia #MomentumWorks #TechPlatforms

DDL does a really good job in execution especially in supply chain and operations. Alas - in a game where tech giants like Meituan and Alibaba are fighting against tech-enabled giants like Sam’s Club, selling is probably the best option. thelowdown.momentum.asia/meituan-buying…

Why might Delivery Hero sell its best asset? thelowdown.momentum.asia/why-might-deli…