How Live Commerce Works: Douyin vs TikTok 2026
China live commerce is clearing $1 trillion a year — and it is not QVC on a phone. How the closed-loop system works, and why Douyin is years ahead of TikTok.
China live commerce is clearing $1 trillion a year — and it is not QVC on a phone. How the closed-loop system works, and why Douyin is years ahead of TikTok.
Cash on delivery fell from 52% of SEA ecommerce payments in 2019 to 31% in 2024 — and below 10% by 2028. Why COD persists, and why it’s finally dying.
India’s quick-commerce GMV doubled to ~₹11,000 crore a month in 2026, led by Blinkit. The market-share split, the dark-store war, and why it works in India.
Current GMV and market-share data for TikTok Shop and Shopee in Southeast Asia. TikTok Shop hit $45.6B in 2025; Shopee leads at 53%. Refreshed quarterly.
Asia does not just export games — it builds inside them. Roblox India users grew 110%, Korea Zepeto has 400M users, and UEFN has paid out $1B+.
Asian agritech promised to digitise the region’s hardest industry. India’s DeHaat scales as funding craters 76%. The hard economics of 2026.
PropertyGuru went private at $1.1B; China’s Beike is a $20B+ giant. How property tech is digitising Asia’s largest asset class in 2026.
Vietnam’s cloud gaming market is tiny but its 5G base is huge — 91% population coverage by end-2025. Why the leapfrog could happen, and why it hasn’t yet.
Vietnam now assembles ~75% of US-bound game consoles — including the PS5 — yet console gaming is under 5% of its own players. The make-vs-play paradox.
Vietnam is the world’s #1 mobile game exporter — 6.7 billion downloads in 2024 — yet earns just $0.06 per player. Inside the hyper-casual factory.