A working tracker of who owns e-commerce GMV across fifteen Asian markets. Shopee, Coupang, Rakuten, Taobao, Flipkart — every leader is Asian-headquartered.
A working tracker of who owns mobile payments across fifteen Asian markets. Alipay and WeChat Pay in China, UPI in India, GCash in the Philippines, and a region-specific stack everywhere else.
Asia’s $311 Billion Ad Market, $2.3 Trillion Commerce Engine, and $102 Billion AI Layer Are Fusing Into a Single Stack There’s a simple model for understanding Asia’s digital economy, and … Read more
The Future of Ecommerce When AI Controls Demand: $5 Trillion in Spending Up for Grabs AI shopping agents are already redirecting how consumers find, evaluate, and buy products online — … Read more
Shopee’s new 5% technical fee, TikTok Shop’s 12.5% Vietnam commission, Lazada’s 3.99% base rate — the full seller cost stack across Southeast Asia’s six major markets in 2026.
A super app is a single mobile application that bundles multiple services — rides, deliveries, payments, lending, shopping, entertainment — into one platform. The concept barely exists in the West, … Read more
TikTok Shop grew from $4.4B to $45.6B GMV in SEA in 4 years. Here’s how it disrupted the entire region.
SEA e-commerce hit $159B GMV in 2024. We break down the $215B market heading into 2026 and what’s actually changing.
Cash-on-delivery collapsed in Southeast Asia faster than any payment method transition in regional history. In 2019, COD represented 52% of all e-commerce payments across the region. By Q1 2026, it … Read more
Social commerce grew from <5% to 20-25% of SEA e-commerce in 3 years. We explain the 31.4% CAGR reshaping retail.