The Economics of Southeast Asia’s Live-Commerce Agencies and Affiliate Networks
TikTok Shop’s SEA GMV doubled to $45.6B in 2025 — run largely by MCN agencies. How the creator-support layer between platforms and sellers actually works.
Ecommerce
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.
Cash on Delivery in Southeast Asia 2026: The Decline
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 Quick Commerce 2026: Blinkit, Zepto, Instamart
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.
TikTok Shop & Shopee GMV Tracker: SEA 2026
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 E-Commerce Market Tracker 2026: Leading Platforms Across 15 Countries
A working tracker of who owns e-commerce GMV across fifteen Asian markets. Shopee, Coupang, Rakuten, Taobao, Flipkart — every leader is Asian-headquartered.
Asia Digital Payments Tracker 2026: Leading Wallets and Payment Systems Across 15 Markets
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.
How Ads, Commerce and AI are Converging in Asia
There’s a simple model for understanding Asia’s digital economy, and most people haven’t drawn it yet. Three layers — advertising, commerce, and artificial intelligence — are collapsing into a single … Read more
Agentic Commerce and the Future of E-Commerce Demand
AI shopping agents are already redirecting how consumers find, evaluate, and buy products online — and McKinsey estimates that agentic commerce could orchestrate between $3 trillion and $5 trillion in … Read more
Shopee, Lazada and TikTok Shop Seller Fees: A Southeast Asia Comparison (2026)
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.