China’s AI stocks have lost hundreds of billions of dollars in value, even as the country’s artificial intelligence industry continues to advance. The divergence reveals an important distinction between technological progress and investment returns.
Qwen is Alibaba Cloud’s family of large language models — and, by the numbers that matter for an ecosystem, the most consequential open-source AI family in the world. As of … Read more
Southeast Asia’s cross-border ecommerce market hit $45.39 billion in 2025 and is forecast to reach $84.74 billion by 2031, growing at a 10.97% CAGR (Mordor Intelligence). That growth is remarkable … Read more
Lazada isn’t the biggest ecommerce platform in Southeast Asia — it hasn’t been for a while. But it might be the most interesting one right now. Backed by approximately $7.7 … Read more
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
China’s daily AI token usage surpassed 140 trillion in March 2026 — a 1,000-fold increase in two years. Chinese models now account for four of the top five most-used globally. This is a comprehensive analysis of the models, chips, state strategy, cost advantages, and deployment patterns driving China’s AI machine — and what it means for Asia, the West, and global markets.
The conventional narrative about Lazada goes like this: it was the pioneer, then it was the incumbent, and now it is the cautionary tale. Alibaba poured somewhere between USD 7.4 … Read more
In 2018, China is an almost entirely cashless consumer economy, where popular mobile payment apps such as WeChat Pay and Alipay have enabled consumers to go straight from cash, to smartphone … Read more
Ecommerce is very much in the news at the moment, with Rocket Internet launching their month long online promotion across Lazada, Zalora and Foodpanda, ebay launching in Indonesia, and mobile ecommerce … Read more
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