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.
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