Edtech in Asia 2026: After the Crackdown and Crash
China banned a $100B tutoring sector overnight; India’s BYJU’S fell from $22B to zero. The state of Asian edtech in 2026 — and the AI threat reshaping it.
China banned a $100B tutoring sector overnight; India’s BYJU’S fell from $22B to zero. The state of Asian edtech in 2026 — and the AI threat reshaping it.
India now has 660 million smartphone users,[1] and the vast majority of them have never owned a laptop, never had a broadband connection, and never used a desktop browser to … Read more
Southeast Asia’s ecommerce platforms generated $157.6 billion in GMV in 2025, up 22.8% year-on-year[1] (Momentum Works, April 2026). India’s e-retail market crossed $65 billion in the same period, growing 19–21%[2] … 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
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
Singapore’s digital economy reached S$128.1B in 2024[1]—18.6% of the country’s GDP[1] and climbing at 12% annually since 2019.[1] With 5.61 million internet users (95.8% penetration)[2] and 97% smartphone adoption, the … Read more
Thailand’s digital economy is the second-largest in Southeast Asia, behind only Indonesia,[1] with an estimated $56 billion in GMV in 2025[1] (e-Conomy SEA 2025), and the velocity is accelerating. Measured … Read more
Malaysia’s digital economy is estimated to have reached USD 39 billion in gross merchandise value in 2025, up 19% from 2024,[1] with the sector now expected to represent 25.5% of … Read more
The Philippines is now a PHP 2.74 trillion digital economy.[1] That figure—reported by the Philippine Statistics Authority—represents 9.8% of the country’s total GDP[1] and signals something that anyone who’s spent … Read more
Indonesia’s digital economy is closing in on $100 billion in value,[1] powered by 229 million internet users (APJII, 2025)[2] across an archipelago of 17,000 islands. With a population of 284 … Read more
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Asia’s digital markets, every other week. Free.